ThankView Contact Reports

Contact Reports

ThankView contact reports are no different from other types of contact reports. If you have questions that the information below doesn't answer, email dev-prospect@virginia.edu.

If you create a new, personalized ThankView that takes some effort and time, and it is a meaningful/significant/strategic contact, enter a contact report in Advance.

Type= “Video Message”
Purpose= “Scheduling” or “Stewardship” or “Cultivation” or “General Contact”
Contact Report Types and Purposes on the Hub defines terms

At this time ThankView should not be used for solicitations. ThankViews are best used for stewarding donors to your program/area and requesting discovery appointments from unengaged prospects.

If you create a ThankView for securing appointments (purpose = scheduling) or for mass stewardship, mass add those contacts in Advance (see the Mass Add job aid on the Hub for instructions).

While entering appropriate ThankView contacts in Advance will result in two similar interactions in Evertrue, there will be only one contact in Advance and Tableau. Both Evertrue and the ThankView platform will have a complete record of all ThankViews sent.

See Checking for ThankViews Sent in the Past 8 Weeks for step-by-step instructions on finding ThankView interactions in EverTrue and the ThankView FAQs for additional tips on using ThankView.