Jennifer's Jargon re: Solicit Codes

Ever been confused by solicit codes?  Maybe you inherited your database from someone else?  Or maybe too many users have been allowed to add to your code tables?  Either way, keep it simple -- solicit codes should be in the negative (i.e., "Do not solicit," "Do not call," etc.)   BTW, "Do not email" is a completely unnecessary solicit code -- check the "Requests no email" box on the lower right-hand corner of the Bio 1 tab instead.  If you're using solicit codes in the affirmative (i.e., "Send spring mailing," "Call during fall phonathon," etc), consider using constituent attributes to pull constituents into queries and exports instead.  

Use "Do not solicit" sparingly. Think about it -- should this constituent truly never, ever be solicited for anything?  Annual appeals, event participation, legacy giving, etc. -- not just now but forever and ever? Consider creating more specific Do Not Solicit codes instead. Personally, I don't appreciate phone calls, but am happy to receive a well-crafted case for support via email or snail mail.  And (speaking from experience) might your constituent be highly offended if he/she didn't receive an invite to your fantabulous annual gala? The generic Do Not Solicit code might inadvertently strip him/her from that prestige mailing (been there, done that). 

Am always happy to share real-life experiences and will continue to do so in coming blogs!