Section Topics
Holiday Card Configuration Summary
The following table summarizes the configuration settings required to support the holiday card process.
| Area | Recommendation Summary |
|---|---|
| Folders |
Holiday Cards - No Signature • Description: Contacts who should receive a holiday card from our organization • Type: Marketing List (without Sponsorship) Holiday Cards - Signed by Sponsors • Description: Contacts who should receive a signed holiday card from our organization • Type: Marketing List (with Sponsorship) Note: InterAction provides a Holiday Card folder by default. This folder is configured as a Marketing List (with Sponsorship). This folder may be used for this process. Change the name of this folder to Holiday Cards - Signed by Sponsors to distinguish it from the Holiday Cards - No Signature folder. |
| Global Additional Fields | None |
| Global Classifications | None |
| Activity Types | Marketing Mailing |
| Relationship Types | None |
| User Groups | Marketing |
| Global Permissions | None |
| Nomenclature Changes | None |
| Other Configuration Settings | None |
|
Searches (InterAction Windows Client) |
Mailing Lists - Recipients with No Mailing Address Mailing Lists - Deceased Contacts Mailing Lists - Recipients Requesting No Marketing Mail Contacts Linked Into Both Holiday Card Folders Holiday Cards Needing One Signature Holiday Cards Needing Two or More Signatures |
| Reports | Contacts by Sponsor (InterAction out-of-the-box report) |
| Automated Exports | Mailing Labels Sorted by Primary Sponsor |
