And just because someone volunteered at an event, subscribed to your newsletter, or regularly ‘likes’ your posts, you may not be ready to promote them to a constituent in Raiser’s Edge (RE) or Raiser’s Edge NXT (RE NXT). Doing so could add noise to your database and increase your record count. On the other hand, storing them in a separate spreadsheet (or not tracking them at all) limits your ability to manage the information needed to identify your top prospective donors, build meaningful relationships, and solicit contributions at the right time.
Luckily, Omatic has a solution: List Management. With List Management, we’ve greatly expanded the concept of a non-constituent record. You might be familiar with a non-constituent spouse, or a non-constituent event attendee. In List Management, the non-constituent record exists independently and it looks and feels like a full constituent record without contributing to your data footprint in RE.
Let’s look at a non-constituent record in List Management. Can you spot the difference between this record and a full constituent?
Not much of a difference, is there? The main rule with List Management is that you can’t have any financial transaction information on the record. You can always add a gift (either on the record or from Batch) and the record will automatically be promoted to a full constituent.
The key with List Management is that you’re always trying to move folks into making a gift. Omatic provides lots of functionality around appealing to potential donors: you can grab list members, sort them, apply query filters, and then right click and add appeals, solicitors, solicitor groups, action tracks, task sets and default sets. Essentially automating moving prospects through the pipeline, with the end goal of promoting non-constituent list members to be a donor.
There’s a lot of functionality that we won’t go into, but you might have some ideas around utilizing List Management for your institution at this point. If you consider RE to be your System of Record, List Management is a fantastic way to consolidate databases incorporating individuals who may not become full constituents. Do you have that list of event attendees in another system? Bring ’em in! That list of volunteers? Add ’em! Why not? List members won’t appear in your queries or reports, so the more, the merrier.