Active Flags
AIR- Ambassador Information Request. Use this when someone requests information about the Ambassador program.
AMB- Ambassador. Use this flag when someone has indicated (by phone, email, or post mail) that they have been a Vote Smart Ambassador in their community.
API- API subscriber. Use this flag for anyone who subscribes for the API and has their key activated.
API-ORG - API subscriber that is an organization
CORP - Corporate Outreach leads
BRD- Board member: This flag is reserved for any active board member.
DAF- Donor Advised Fund: This flag is commonly used when a member gives through a philanthropic fund of some sort. These include organizations like The Community Fund and Schwab Charitable. These will often be called "grants" in the cover letter that comes with the check.
DEC- Deceased: Use for members after we've received notification that they have passed away. Always assign this flag first, before passing the message on to Richard to write a condolence letter.
DMV- Des Moines Area volunteer
DNT- Do not thank until the end of year: Use when either a member says they don't need a thank you every time and to wait til the end of the year to send a tax receipt.
FDN- Foundation- Used for foundations that awards grants to Vote Smart, both family foundations and major foundations. Be sure to add a MEM flag for all family foundations too.
FRI- Friend (of Vote Smart or Kimballs): Add at the request of Richard or Adelaide.
FST- Former staff: Check alumni list before adding
HON- Giver of honor or memorial: Use only when explicitly mentioned with gift notes.
GMG- Giver of a gift membership
GMR- Receiver of a gift membership (they will also receive the member flag)
INA- Inactive: Designates members who have not given in the past 5 years.
ING- Inaugural member: Member with first donation in 1992 or earlier
INT- Former intern: Check alumni list before adding
MEM- Member: The general flag given to every person who has contributed either financially or through a gift of time (volunteer).
MJD- Major Donor: Members who have donated $300 or more in a single calendar year get the MJD. This flag designates that they will receive personal notes from Adelaide.
MRE- Materials request: For people who request materials (VSDMs, brochures, pens, etc.) if they have never donated they should have only this flag and not a MEM flag.
NFD- No forwarding address
RMV- Removed member: Only apply this flag to a member after you have sent their removal request to Richard and he approves their removal from our database. Use this flag and NEVER delete a member.
RTF- Richard Tour Freebie: For people who attended RK's 2017 tour stops and signed the sign-in form for a freebie membership
MHO- Memorial Honor: For people who haven given a gift in honor of someone
STF- Staff member
TRU- Trust, Annuities, and from special funds: For contributions that come specifically from this type of account. It will generally be noted on the check or in the cover letter that comes with the donation.
TTE- Trustee: On an organization’s governing board
VIR- Volunteer info request
VOL- Volunteer
WIL- Has Vote Smart in their will
AMB- Ambassador. Use this flag when someone has indicated (by phone, email, or post mail) that they have been a Vote Smart Ambassador in their community.
API- API subscriber. Use this flag for anyone who subscribes for the API and has their key activated.
API-ORG - API subscriber that is an organization
CORP - Corporate Outreach leads
BRD- Board member: This flag is reserved for any active board member.
DAF- Donor Advised Fund: This flag is commonly used when a member gives through a philanthropic fund of some sort. These include organizations like The Community Fund and Schwab Charitable. These will often be called "grants" in the cover letter that comes with the check.
DEC- Deceased: Use for members after we've received notification that they have passed away. Always assign this flag first, before passing the message on to Richard to write a condolence letter.
DMV- Des Moines Area volunteer
DNT- Do not thank until the end of year: Use when either a member says they don't need a thank you every time and to wait til the end of the year to send a tax receipt.
FDN- Foundation- Used for foundations that awards grants to Vote Smart, both family foundations and major foundations. Be sure to add a MEM flag for all family foundations too.
FRI- Friend (of Vote Smart or Kimballs): Add at the request of Richard or Adelaide.
FST- Former staff: Check alumni list before adding
HON- Giver of honor or memorial: Use only when explicitly mentioned with gift notes.
GMG- Giver of a gift membership
GMR- Receiver of a gift membership (they will also receive the member flag)
INA- Inactive: Designates members who have not given in the past 5 years.
ING- Inaugural member: Member with first donation in 1992 or earlier
INT- Former intern: Check alumni list before adding
MEM- Member: The general flag given to every person who has contributed either financially or through a gift of time (volunteer).
MJD- Major Donor: Members who have donated $300 or more in a single calendar year get the MJD. This flag designates that they will receive personal notes from Adelaide.
MRE- Materials request: For people who request materials (VSDMs, brochures, pens, etc.) if they have never donated they should have only this flag and not a MEM flag.
NFD- No forwarding address
RMV- Removed member: Only apply this flag to a member after you have sent their removal request to Richard and he approves their removal from our database. Use this flag and NEVER delete a member.
RTF- Richard Tour Freebie: For people who attended RK's 2017 tour stops and signed the sign-in form for a freebie membership
MHO- Memorial Honor: For people who haven given a gift in honor of someone
STF- Staff member
TRU- Trust, Annuities, and from special funds: For contributions that come specifically from this type of account. It will generally be noted on the check or in the cover letter that comes with the donation.
TTE- Trustee: On an organization’s governing board
VIR- Volunteer info request
VOL- Volunteer
WIL- Has Vote Smart in their will
Rarely Used Flags:
CMG- Committed Giver: Committed givers are defined as a member of Vote Smart who has given a financial contribution in 6 of the last 8 years establishing consistency and longevity in their giving. As of July 2015, not used in any meaningful way. Committed Givers in another wiki were defined as: members since 1992, have donated money each year since 12-1-2001, and their total contributions equal at least $350, OR b. members who have donated at least $75 a year, eight out of the last 10 years. In the DonorPerfect database they have a "Flag" on their main page labeled CMG as well as a MEM flag (for member).
EMO- Email only: For members who have requested only email communication. As of February, 2014 this flag is being applied upon request, but we do not have a system in place for supporting email only communication.
MIL- Millennial member: Used for members who first donated when they were between 18-25. This flag was first used in 2011 so it is possible that members who have this flag may be outside of that age range by now. This flag has also been used for members who donate with the "student" rate from the 3 Ways to Help page (2013-2014)
NEW- Newsletter and info only: This flag designates people who don't want our regular solicitations. As of February 2014. No longer used because RK does not honor.
OTR- Off-the-Record debate attendee: The Off-the-Record debates were held in Tucson, AZ and this flag is used for all attendees who provided us with their contact information to send follow up information. As of July 2015, we haven't had an OTR debate in years, so this isn't very helpful.
PRO- Pro Access subscriber - a program from July 11, 2016 to mid-October 2016 where online users had to pay for access after using 15 pages of data. Cancelled in 10/16
REC- Recurring donation. This flag is for any member who has a recurring payment subscription set up. We do not use this anymore since we can run a query through the solicitation code instead.
REF- Referral, not yet a member: If a contact already has this flag, it is likely that a member contacted us and gave us the information for this person. When applying this flag in the future, use it for that same instance, when a member gives us contact information for someone they think will appreciate Vote Smart. This rarely ever occurs so we don’t use it.
REN- Renewal mailings only: Created for members who only want to receive 1 renewal request /year and they've established that they will give at the end of the calendar year. In December 2013 Richard instructed us to stop using this flag because all of our members need to receive our newsletters and ~-VSDMs.
VIS- Visitor, non-member - N/A since no longer at the ranch - could maybe be used in Iowa?
EMO- Email only: For members who have requested only email communication. As of February, 2014 this flag is being applied upon request, but we do not have a system in place for supporting email only communication.
MIL- Millennial member: Used for members who first donated when they were between 18-25. This flag was first used in 2011 so it is possible that members who have this flag may be outside of that age range by now. This flag has also been used for members who donate with the "student" rate from the 3 Ways to Help page (2013-2014)
NEW- Newsletter and info only: This flag designates people who don't want our regular solicitations. As of February 2014. No longer used because RK does not honor.
OTR- Off-the-Record debate attendee: The Off-the-Record debates were held in Tucson, AZ and this flag is used for all attendees who provided us with their contact information to send follow up information. As of July 2015, we haven't had an OTR debate in years, so this isn't very helpful.
PRO- Pro Access subscriber - a program from July 11, 2016 to mid-October 2016 where online users had to pay for access after using 15 pages of data. Cancelled in 10/16
REC- Recurring donation. This flag is for any member who has a recurring payment subscription set up. We do not use this anymore since we can run a query through the solicitation code instead.
REF- Referral, not yet a member: If a contact already has this flag, it is likely that a member contacted us and gave us the information for this person. When applying this flag in the future, use it for that same instance, when a member gives us contact information for someone they think will appreciate Vote Smart. This rarely ever occurs so we don’t use it.
REN- Renewal mailings only: Created for members who only want to receive 1 renewal request /year and they've established that they will give at the end of the calendar year. In December 2013 Richard instructed us to stop using this flag because all of our members need to receive our newsletters and ~-VSDMs.
VIS- Visitor, non-member - N/A since no longer at the ranch - could maybe be used in Iowa?
Very Old:
CON- Consultant: Not used as of February, 2014
COR- Corporate: Not used as of February, 2014
LED- Leads: Not used as of February, 2014
MED- Media: Not used as of February, 2014
COR- Corporate: Not used as of February, 2014
LED- Leads: Not used as of February, 2014
MED- Media: Not used as of February, 2014
