Hey, I've been asked by the DoD to, when I'm creating mailing lists for event invitations, or mailings, to mark on constituent records that this constituent received this mailing.

 When creating the mailing list, I often pull names based on gift records, or constituency code, but then add names that are not in Raiser's Edge. On top of that, the people I do pull from Raiser's Edge don't all necessarily get added to the mailing list (i.e., all constituents marked Volunteers totaling 200 people, but only 180 are included in the mailing list).

 Once the mailing list is created and used, I'm asked to label everyone on this list as having received the mailing.

 So far I've been adding an Assigned Appeal to people I pulled in Raiser's Edge based on the query I used to pull them in the first place, adding the mailing as "X mailing sent," then removing this appeal to those who were part of the query but weren't included on the mailing list. My bigger concern are the people who weren't in Raiser's Edge, and have to be imported, then add the Assigned Appeal.

 My question is, has anyone had to do this before, and if so, what tips and advice would you recommend?

 Thanks so much for your help!

First of all it might be a good idea to put anyone you mail to in RE, even if you have to give them a special code or something to distinguish them. Second if you export the mailing lists with the Constituent ID or import ID or SortKey (which contains the Import ID), let's say to Excel, you can use that ID to to create the exact list you mail using import. Simply import a csv file into the system containing only the IDs(which ever one you chose) and make sure you checked the box to create an output query, and voila!, you have a unchanging query of your mailing list that you can use to global add appeals or view individual records, or whatever you see fit.

When you import the new records into Raisers Edge, there is an option to create a query of the records imported.  Check that box and when the import is done, Globally Add the Appeal to those records.