A Source Code is a code that is used to track any payments entered into thankQ. It is the same as a Cost Centre Code or General Ledger code. Source Codes are covered under the Finance training.
If a mailing is linked to a Source Code which is setup especially for the mailing, any donations entered against the Source Code will record who and how much a donor has made.
Once the Appeal has finished a search can be conducted to locate the contacts that received the mailing and donated and also the contacts who did not donate. These contacts can then be followed up with a further mailing.
1.Click on Link to Existing Source Code under workflow.
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2.Locate and Select the Source Code setup for this mailing Appeal.
As contacts donate the information can be found under the Sources tab of the Mailing:
And also under the Source Code in the Finance Module: