How do I create a Direct Mail Acquisition Plan?

Overview 

Creating a Direct Mail Acquisition Plan helps you organize your acquisition efforts and track their effectiveness. 

Step 1: Start a new plan 

1. Open "Direct Response Plans" from the Sidebar OR select "View All" on the Direct Response section of the Fundraising Management dashboard 

2. Select "Create A Plan" at the top of your list page 

3. Choose "Direct Mail - Acquisition Plan" 

Step 2: Enter plan details 

1. Add preliminary details about your plan 

2. Enter budget and projection information that will help track ROI 

3. Click "Continue" 

Step 3: Add vendor information 

1. Enter vendor details 

2. Include mailing and list instructions 

3. Click "Continue" 

Step 4: Build your audience 

1. Add or import segment details (see "How do I build audience segments for acquisition plans?") 

2. Complete the "Extras (Optional)" section if needed 

3. Review your plan 

Step 5: Finalize your plan 

1. Change the Status to "Ready to Approve" or "Approved" 

2. Select "Export & Complete" to finalize your plan 

3. Retrieve your plan from "My Export Files" on your Main Menu 

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