How should I store campaign data from rolling RG telemarketing programs?

• Create a separate campaign in your CRM for each batch of calling (January Upgrade calling campaign, February Upgrade calling campaign, March etc.)
• Batch donors up in quarterly calling intervals if monthly programs are not feasible
• Always record the call outcome, at minimum Dataro will require the information below. However, your calling agency may have other outcomes that should be included. 
  • Completed call - upgrade confirmed
  • Completed call - no upgrade
  • Left Message
  • Didn’t answer 
  • No Answer?
• For donors who didn’t pick up the call, you should include in the next batch