Solicitations

 

Solicitations are ways to solicit your supporters for pledges for your campaigns.

Solicitations can be created for each supporter in your database for specific Campaigns/Appeals/Sub-Appeals.  Comments can be recorded for each solicitation.

View solicitations by date range, solicitor and/or type.

This area can also be used to setup To Do lists for your solicitors.  It is common practice to setup office staff as solicitors so that they may take advantage of the solicitors' features. 

CONFIGURE DATASHEET

  • There are numerous columns that can be shown in the solicitations screen.
  • You can also hide any of these columns by clicking on the Configure Form button on the bottom of the form and checking which you would like Hidden.  After you close the Configure Form screen, the changes you made will take effect. 

 

ADD A NEW SOLICITATION TO INDIVIDUAL SUPPORTERS

  1. From the Main Menu, click on Solicitations.
  2. Click on the first Date field and type in the date of the Solicitation. 
    Shortcut keys for date fields:
    t = today's date
    + or - moves the date forward or backward by a day
    CTRL and + or - moves the date forward or backward by a month
  3. Fill in the Time if needed.
  4. Choose a Solicitation Type from the Dropdown. 
    To add additional Solicitation Types, go to the Main Menu, open Organization Information, click on the Solicitation Type tab and add additional types.
  5. Choose a Supporter from the Dropdown list.
  6. Choose a Solicitor from the dropdown list.
    If you don't find the solicitor in the dropdown, then go to the Main Menu, open Classifications, find the Solicitors classification in the Find dropdown, find the supporter on the right side and double click on their name to add them to the classification.
  7. Choose a Camp/Appeal/Sub-Appeal from the dropdown.
  8. Fill in comment if needed. 

 

ADD A NEW SOLICITATION TO MULTIPLE SUPPORTERS

  1. From the Main Menu, click on Solicitations.
  2. Click on the Solicitations-to-be-Made Report button on the bottom of the screen.
  3. Choose your Supporters from the Open SSE button. 
  4. Fill in the Solicitation Date.
  5. Fill in the Solicitation Time if needed.
  6. Fill in the Solicitation Type.
  7. Choose the Solicitor from the dropdown.
  8. Choose the Camp/Appeal/Sub-Appeal from the dropdown.
  9. Fill in Comment if needed.
  10. Click on the Record Solicitations button on the bottom of the screen- this will record the solicitation in each Supporters record.

From this screen, you can also preview and print a report for specific solicitations, export the same information to Excel and print envelopes or mailing labels.

 

TO DO'S

  1. From the Main Menu, click on Solicitations.
  2. Click on the first Date field and type in the date of the Solicitation.
  3. Fill in the Time if needed.
  4. Choose a Solicitation Type from the dropdown.
  5. Choose a Supporter from the dropdown list. 
  6. Choose a Solicitor from the dropdown list.
  7. Choose a Camp/Appeal/Sub-Appeal from the dropdown if needed.
  8. Fill in Comment if needed.

 

TO DO'S REPORT

  1. From the Main Menu, click on Reports.
  2. Click on the Miscellaneous Reports tab.
  3. Choose the Solicitations Report.
  4. Choose the date range, a Solicitations Type and a Solicitor.
  5. Choose a Camp/Appeal/Sub-Appeal option.
  6. Preview or Print the report.

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