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Vote
Direct Marketing Only Client have Addressing processing options
With Direct Marketing and RE7 only inside of DM there are no addressing processing options so there is no easy way for us to send information directly to seasonal addresses that we have on file.
Created 21 Mar 15:58 by Guest
Blackbaud CRM / Marketing and Communications
0
Will not implement
5
Vote
Add a documentation tab to Marketing Efforts and Appeal Mailings
Would be helpful to be able to see the actual copy of what was sent. Really helpful for Gift Processing Teams.
Created 18 Mar 16:25 by Guest
Blackbaud CRM / Marketing and Communications
0
Reviewed: Voting Open
3
Vote
Copy and paste source code values
Communications tab/Appeals subtab. It would be helpful to be able to highlight and copy the Source code value so it can be accurately pasted into other elements of the constituent's record.
Created 14 Mar 17:18 by Elena Frank
Blackbaud CRM / Marketing and Communications
0
Will not implement
7
Vote
add the capability to copy a marketing plan from year to year
Much of the information in a marketing plan remains the same. Allowing users to copy a plan from year to year would save a lot of time and make the use of marketing planner more meaningful and fruitful
Created 23 Feb 04:48 by Stephen Mally
Blackbaud CRM / Marketing and Communications
0
7
Vote
Categorise seeds by channel
Create functionality to categorise seeds by channel, i.e. Post, Phone, SMS, etc. This will also us to bring in a group into the marketing effort rather than have to choose seeds one by one.
Created 23 Feb 02:32 by Stephen Mally
Blackbaud CRM / Marketing and Communications
0
10
Vote
link a seed record to a constituent record
Seed records should be linked with Constituent Records in CRM. This will be useful because organisations should not have to update a person's address in one location and again in the other.
Created 23 Feb 02:30 by Stephen Mally
Blackbaud CRM / Marketing and Communications
0
5
Vote
In the planning calendar, the option to unselect all appeal mailings should be present
If there are many appeal mailings on the calendar, it is a hassle to unselect all but the mailing for which you're interested in.
Created 16 Feb 16:39 by Guest
Blackbaud CRM / Marketing and Communications
0
5
Vote
Ability to define the channel for a Communications process, particularly for General Correspondence
We are currently on version 2.94.1524, software revision 109)I. It is not currently possible to define the channel for a communication process. We particularly want to do this for General Correspondence. We are using General Correspondence process...
Created 12 Feb 20:00 by Patricia Salzillo
Blackbaud CRM / Marketing and Communications
1
Will not implement
3
Vote
Please order the month categories chronologically rather than alphabetically
This allows for a more straight-forward process when adding a segment to a marketing effort
Created 19 Jan 21:44 by Guest
Blackbaud CRM / Marketing and Communications
0
4
Vote
Please enable TEST eDMs to be distinguisable from REAL eDMs and the market identifiable
It would be really helpful if it would be possible to distinguish between test eDMs and real eDMs. Also the market each eDm relates to. At the moment this is not possible which means recipients don't know if they are receiving a test email to comm...
Created 12 Jan 16:05 by Victoria Rose
Blackbaud CRM / Email Marketing
0
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