Letter and Material Tracking
Features / Communications / Letter & Material Tracking
Keep track of the special things you send to your constituents.
Leverage your constituent database to create a check-off list for sending out letters, gifts, or volunteer gear.
Create numerous lists and material inventories for various situations such as gifts for campaign backers, annual reports for association members, or gear for your volunteers. CONSTITUENT SEGMENT LISTS
Use Neon’s report function to create specific groups of constituentst that need to be send materials. You can also import spreadsheet lists or export your tracking list. DATA IMPORTING AND EXPORTING
You can also import spreadsheets if you have a specific, manually built list. Conversely, you can export your lists for use to create automated mailing labels.
Manage material tracking status of your constituents
Use the tool to “check off” constituents in the process of sending materials and letters. Material tracking statuses include:
You can filter your constituent lists by these statuses so that you can focus on those in each stage.