We are excited to announce we have expanded the ability to create and filter audiences. You have always been able to create audiences based on: user fields, affiliations, address information, correspondence form history and now we’re including correspondence issue fields.
You can now use the issues tags of a correspondence to include them in an audience allowing you to pinpoint specific groups of people based on the issues they care about most. It will also target people who did not wish to receive a response, or contacted you by phone, who were tagged with an issue. The best part about this improvement is the fact that one issue will typically have multiple forms associated with it. This means you can gather more people with fewer conditions via the include section of the audience builder.
You can also use this new feature to exclude a group of people in conjunction with our bulk mailing tools. Say, for example, that you’d like to send a series of bulk mailings (perhaps limited to 499?), but exclude anyone who recently received a targeted letter. You can use the new correspondence issue tag when you create your bulk mailing, and with this new enhancement, exclude that one correspondence issue tag from your future audiences to achieve this goal. This is especially helpful for offices that are looking to target several large groups of constituents with many smaller mailings over an extended period of time, all the while keeping the audience up to date.
This feature is another example of the commitment Fireside21 has to listening to client feedback in order to streamline CRM processes for our users. The addition of this feature started with an idea from a few of our clients, and we thought it was a great one!