The Transaction Information options enable you to create Mail Merges for specific groups of your constituents who interact with your site in various ways, such as the number of times logged in, donated money, purchased tickets, purchased products, responded to alerts, and so on. You can use these Mail Merges to generate postal, email, or telephone marketing campaigns to encourage more activity, greater sales, and more support.
You can also create Mail Merges for groups based on how much money constituents donated to your cause and when they donated it, which can be used, for example, to invite people back to your site using the information gathered from the Recency PCTL option.
While all of the Transaction Information options in Mail Merge require that you run a Query and create a group before you can create your Mail Merge, several also require you to create a Task before you run the query.
The Transaction Information options include:
- Engagement Factor options that segment and rank constituents based on the number of times they:
Logged In
Visited your campaigns and made donations or pledges
Purchased products from your eCommerce stores
Responded to event RSVPs or purchased event tickets
Responded to alerts
Registered for TeamRaisers
Submitted surveys
Used Tell-A-Friend
- Donation percentage (PCTL) options that segment and rank constituents based on the:
Frequency at which they donate
Monetary Value that they donate
Recency, or when they last donated
- Alert response options that segment and rank constituents based on: