Appeal Mailing Record

When you add an appeal mailing, the program automatically creates a record of the mailing. From the record, you can view summary information about the mailing, such as its package and mail date. To access the record of a mailing, select it on the Appeal Mailings page and select Go to mailing.

You can assign tasks to staff members involved with the mailing, such as to prepare the mailing for production. Under Tasks, you can view and manage the tasks associated with the mailing. For information about the tasks for an appeal mailing, see Appeal Mailing Tasks.

After you create a mailing and configure its recipients, you can activate the mailing. For information about how to activate an appeal mailing, see Start an Appeal Mailing.

For an activated mailing, multiple tabs appear so you can view and manage the response information and refresh process of the mailing.

• Response Information

• History

• Job Schedules

When you add a mailing, you can select to automatically generate key performance indicators (KPIs) to track the effectiveness of the mailing. To add or edit KPIs from the mailing record, select Manage KPIs under More information. After you activate a mailing, you can view the KPIs generated for the mailing from the KPI dashboard. To access the dashboard from the mailing record, select KPI dashboard under More information.