Here's are two scenarios our client offices face frequently:
You want to send a 499 to a new constituent who has never received a 499 to before.
You have a robust 499 program but don't want constituents to receive more than one (or a few) in any one year.
This can make creating 499 audiences quite complicated, but it needn't be if you follow these tips:
Follow these steps:
- Create issue codes for 499s and name them things like 499_2016 or 499_6-16.
- When you are creating a bulk mailing, add that issue code to the bulk mailing in the tagging section.
- The next time you want to send a 499, exclude that issue code from the audience.
This way, everyone who was actually sent a 499 during 2016 or even just a particular month, will be easily excluded from your bulk mailing audience.