This tab is intended to facilitate the management of smaller, targeted mailings where the list is reviewed prior to the mailing being sent. It is not intended to be used for Direct Marketing appeals or other mailings that do not go through review by Gift Officers prior to the mailing being sent.
This tab shows two data list showing interactions where the category is Mailing Administration, the Subcategory is Mailing List and the Status is Pending: one where the fundraiser is the Prospect Manager and one where the fundraiser is the Associated Prospect Manager.
Use the chevron to see more details about the interaction and choose an action:
- Approve opens the Interaction Edit form with Status automatically set to completed and Actual date set to the current. Click Save; the interaction will disappear from the list.
- Do not include opens the Interaction Edit form with Status automatically set to Canceled. You must provide a reason in the Comment field. Click Save; the interaction will disappear from the list.
Good to Know!
- A similar Mailing List Preview tab can also be found in the Appeals functional area.
- This tab has its own System Role: Atlas|Mailing List Review. Only users with this role will be able to see the tab.
How Do I?
- links to other areas, longer blurbs