A nonprofit wants to send monthly project updates to donors who have given 10 or more times. The nonprofit wants to add new donors who meet this criteria to the newsletter campaign.
How should a consultant ensure the campaign stays current?
A.
1. Create a list view of Opportunities and filter the list by Total Number of Gifts. 2. Run the list view each month and click the Add to Campaign button.
B.
1. Add standard roll-up fields to the Contact record to calculate total number of gifts.
2. Run the report each month filtered by this roll-up and click the Add to Campaign button.
C.
1. Create a Contact report and filter by Total Number of Gifts.
2. Run the report each month and click the Add to Campaign button.
D.
1. Create a Report of Opportunities, grouped by Primary Contact, and add a filter to exclude donors who fail to meet the
criteria. 2. Run the report each month and click the Add to Campaign button.
To ensure the campaign for monthly project updates to donors who have given 10 or more times stays current, the consultant should:
Create a Contact Report:
Create a report on the Contact object and include a filter to display only those contacts whose total number of gifts meets the criteria (10 or more).
This filter ensures that only the relevant donors are included in the report.
Run the Report Monthly:
Schedule or manually run the report each month to get the updated list of donors.
Use the "Add to Campaign" button to add the contacts from the report to the newsletter campaign, ensuring the campaign list stays current with donors who meet the criteria.
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