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Navigation: MAILING > MAIL MANAGER > Other Merge Types

Link Mailing to Source Code

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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

2.Locate and Select the Source Code setup for this mailing Appeal

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As contacts donate the information can be found under the Sources tab of the Mailing

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And also under the Source Code in the Finance Module

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