- Mail/Email/Phone Contact Permissions: Does this Constituent allow the organization to contact them via mail/post, email, or phone? (Yes, No, Not Set will be displayed within the SmartList columns pulled)
Contact Permission set to “Yes” means in all countries that are using GiftWorks we are allowed to contact via the set-out medium such as Post or email
Contact permission set to “NO” means in all countries that are using GifWorks we are not allowed to contact via the set-out medium such as Phone or email
Contact permission set to “Not Set” has two distinct meanings for the GiftWorks Application. In the case of every country except Australia we are in fact allowed to contact when set to Not Set. However, for Australia when the contact permission is set to Not Set we are not allowed to contact the constituent via the medium set out in the contact permission.
- Constituent Status: This will include default statuses and custom statuses entered by your organization within the Constituents profile as shown in the below screen-shot.
- Mailing List: This allows the ability to create a SmartList and filter by a specific mailing list of which the Constituent is associated.
- Affiliate/Non-Affiliate: When the term Affiliate is used we mean those constituents in GiftWorks who’s details we have, but who have to date have not contributed anything and are not to be part of your active solicitation efforts.