Wiki source for SolicitationCodes
===**Solicitation Codes**===
**Solicitation Codes that are used each year:**
On January 1st of each year, new solicitation codes for the new year need to be created for the codes below. The solicitation codes for the previous year need to be made inactive. For example, on January 1 2017 I marked inactive all of the 2016 solicitation codes and created new codes for donations occurring in 2017.
**ACHxx** - Payments made via Wells Fargo, Network for Good, Benevity, or Fidelity ACH.
**APIxx**- Payments made for API access
**GBBxx** - Gifts made by bequest (money promised to PVS once a person is deceased)
**GIFTxx** - Gift membership that a member provides to a non-member
**HONxx** - a Gift made in honor of someone
**HOTxx** - a donation made over hotline, or due to a hotline call
**IRAxx** - a rollover from a member’s IRA account
**MATCHxx** - a matching gift - a donation that is usually made from a corporation, to match a gift that their employee gave to PVS earlier in the year.
**RECxx** - a recurring donation made via check. This can be distinguished by looking at the giving history and seeing if a gift was made on a monthly basis via a check
**UNSxx** - donation that was not solicited by a mailing from PVS, and does not fall into another category.
**UNSONxx** - a donation by a new member that was not solicited by a mailing from PVS.
**VSDMxx**- a donation that is made via a remit slip from the inside of a VSDM
**WEBxx** - a donation made by a current member via the web
**WEBNxx** - a donation made by a new member via the web
**WEBRECxx** - a web recurring donation made by a member
**CRDxx** - Cards from brochures. Any gift where a person attaches a part of the brochure with their donation.
In addition to these codes, there will be a code for **every mailing** the PVS sends out. Ex. RN-1, Newsletter 1, VSDM, Legacy, etc.
**Entering a New Solicitation Code Into DonorPerfect: **
1) Go to the gear box in the top right hand part of the screen
2) Click on “Code Maintenance”
3) Change the “Show only” tab from (Show all Fields) to “Solicitation” and hit “Go”
4) Make sure to check the “hide inactive codes” box
5) Click on the “Add” box on the right hand side
6) Make sure to make the name of your code match up with the format of other codes
7) Description is what will show up when you are doing data entry - make it specific and easy to understand.
8) Make sure to input “Total Mailed” - you should know this number based on the lists that were sent to John Floyd
9) Make sure to input “Printing Costs” - you can find this information from the Invoice that will be sent to whoever is handling PVS bills & outgoing money.
10) “Begin date” should be the date that the mailing drops.
11) Click “save” and the code should now be available to you!
**Current Sub Solicitation Codes:**
API - API Payment
D - Second or more gift of current calendar year
N - New Members
R - Existing members first gift of current calendar year
**Current Thank you letters:**
01 - First gift/ renewal of the calendar year
08 - New Member
17 - Second or more gift of current calendar year
19 - Memorial Giver
20 - Memorial gift family notification
API - API subscription thank you
DT- Do Not Thank
45 - Matching gift TY
16 - Gift Membership TY
**Solicitation Codes that are used each year:**
On January 1st of each year, new solicitation codes for the new year need to be created for the codes below. The solicitation codes for the previous year need to be made inactive. For example, on January 1 2017 I marked inactive all of the 2016 solicitation codes and created new codes for donations occurring in 2017.
**ACHxx** - Payments made via Wells Fargo, Network for Good, Benevity, or Fidelity ACH.
**APIxx**- Payments made for API access
**GBBxx** - Gifts made by bequest (money promised to PVS once a person is deceased)
**GIFTxx** - Gift membership that a member provides to a non-member
**HONxx** - a Gift made in honor of someone
**HOTxx** - a donation made over hotline, or due to a hotline call
**IRAxx** - a rollover from a member’s IRA account
**MATCHxx** - a matching gift - a donation that is usually made from a corporation, to match a gift that their employee gave to PVS earlier in the year.
**RECxx** - a recurring donation made via check. This can be distinguished by looking at the giving history and seeing if a gift was made on a monthly basis via a check
**UNSxx** - donation that was not solicited by a mailing from PVS, and does not fall into another category.
**UNSONxx** - a donation by a new member that was not solicited by a mailing from PVS.
**VSDMxx**- a donation that is made via a remit slip from the inside of a VSDM
**WEBxx** - a donation made by a current member via the web
**WEBNxx** - a donation made by a new member via the web
**WEBRECxx** - a web recurring donation made by a member
**CRDxx** - Cards from brochures. Any gift where a person attaches a part of the brochure with their donation.
In addition to these codes, there will be a code for **every mailing** the PVS sends out. Ex. RN-1, Newsletter 1, VSDM, Legacy, etc.
**Entering a New Solicitation Code Into DonorPerfect: **
1) Go to the gear box in the top right hand part of the screen
2) Click on “Code Maintenance”
3) Change the “Show only” tab from (Show all Fields) to “Solicitation” and hit “Go”
4) Make sure to check the “hide inactive codes” box
5) Click on the “Add” box on the right hand side
6) Make sure to make the name of your code match up with the format of other codes
7) Description is what will show up when you are doing data entry - make it specific and easy to understand.
8) Make sure to input “Total Mailed” - you should know this number based on the lists that were sent to John Floyd
9) Make sure to input “Printing Costs” - you can find this information from the Invoice that will be sent to whoever is handling PVS bills & outgoing money.
10) “Begin date” should be the date that the mailing drops.
11) Click “save” and the code should now be available to you!
**Current Sub Solicitation Codes:**
API - API Payment
D - Second or more gift of current calendar year
N - New Members
R - Existing members first gift of current calendar year
**Current Thank you letters:**
01 - First gift/ renewal of the calendar year
08 - New Member
17 - Second or more gift of current calendar year
19 - Memorial Giver
20 - Memorial gift family notification
API - API subscription thank you
DT- Do Not Thank
45 - Matching gift TY
16 - Gift Membership TY
