A nonprofit organization needs to send a mailing to all clients to invite them to an informational session on its workforce development program. The organization wants to track who it was sent to and who responded. The organization is using the NPSP with the Household Account Model. What should a consultant advise them to do to accomplish this in Salesforce?

Question

Albert Smith · Accepted Answer

Create a Campaign field and add all clients to it, then use the Household Mailing List button to generate the mailing list.

Albert Smith · Answer

Create a report using the NPSP All Contacts report and add a filter to just include clients

Albert Smith · Answer

Create a mailing list Campaign, then create a report using the type Contacts & Accounts with a filter for clients, then add to Campaign

Albert Smith · Answer

Create a Campaign, filter a list view for clients and add to Campaign. Create a report with the type Campaigns with Campaign Members.

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