thankQ Help

To send follow up mailings a search should be run to find the contacts who have not responded.

1.Click the Search Mode button on the Contact form.

2.Click in the Do Not Mail tick box to make sure it is empty.

3.Click on the Bequest Prospecting under Bequests.

4.Click in the Active tick box so there is a tick.

5.Enter Prospect into the Stage Field.

6.Enter Mailed into the Status Field.

7.Press Apply to add this to your search criteria.

8.Under Bequest Communications scroll to the right and enter the Mail Id into the Ref field. Press Apply to add this to the previous criteria.

These prospects can be loaded into a new Group eg Bequest Prospects Second Mailing and the Group can be loaded in the follow up mailing.