Table of Contents
RecConnect History is the process of tracking RecConnect records that have been sent to households. When tracking RecConnect History, a RecConnect History record will be linked to each household included in your output. The RecConnect History record displays the date, time, RecConnect program, User ID, and RecConnect Category Code as well as other information. This can be viewed in Household Inquiry • RecConnect History.
When running a RecConnect, you have the option to Include or Exclude RecConnect Category Codes, thus giving you the option to control which households receive your mailings based on whether they have received a prior mailing using the same RecConnect Category Code. This determination is made on the RecConnect Options screen.
Create RecConnect Category Codes
RecConnect Category Codes are maintained in System Code Management. Type = RecConnect Category.
- In RecTrac, go to Management Ribbon • System Management • Misc Management Group • System Code Management.
- Click Add. You will continue to the System Code Update screen.
- Enter a Record Code.
- Expand the Drop-down list for Type and select RecConnect Category.
- Fill out the remaining fields as needed and click Save when done.
- Repeat these steps as need to create additional RecConnect Category Codes.
To Link RecConnect Codes to Households by Running a RecConnect Program
- Run a RecConnect as you normally would. Continue through to the RecConnect Results screen.
- The RecConnect History fields are located beneath the Results DataGrid.
- Select the option to Create RecConnect History
THEN
Expand the Drop-down list for RecConnect History Category and make your selection from the RecConnect Category Codes you created above. - Process the RecConnect as you normally would. All households included in the output will have the RecConnect Category Code linked.
- To view the RecConnect History record, go to Inquiry Ribbon • Household Inquiry • Lookup and Select a Household • Click RecConnect History.
Note: Regardless of whether you ran the RecConnect program for Family Members or Households, your RecConnect History will be linked to the Household. RecConnect History is NOT linked to individual Family Members.
To Filter a RecConnect Program by RecConnect Category Codes
- Run a RecConnect as you normally would. Continue through to the RecConnect Options screen.
- Expand the Drop-down list for History Begin and History End Dates, if desired, to select the date range by which you wish to filter your results.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select. The date range you enter will be used as a filter. To be considered for Inclusion or Exclusion, RecConnect Category Codes must have been linked to households within the date range you select. Refer to the specific examples below. - Determine whether you wish to Include History Codes or Exclude them and use the Dual Select fields appropriately.
Note: To manipulate the Dual Selection List:
- To Add All or Remove All from one side or the other, click the applicable button.
- To add or remove single column headers from one side of the Dual Selection List to the other, double-click on it with your mouse.
- To move a column header up or down in its field, click with your mouse and then "drag and drop" as needed.
- If opting to Include Records, expand the Drop-down list to select your Match Option for the RecConnect History Codes you wish to Include as filters for this process.
THEN
Use the Dual Select List to Addthe RecConnect History Code(s) you wish to use to the Selectedcolumn.- Match Any - Of the Codes in the Selected column, a Household needs at least one (1) match in their RecConnect History to be included in the output.
- Match All - Of the Codes in the Selected column, a Household must have ALL codes in their RecConnect History to be included in the output.
- If opting to Exclude Records, expand the Drop-down list to select your Match Option for the RecConnect History Codes you wish to Exclude as filters for this process.
THEN
Use the Dual Select List to Addthe RecConnect History Code(s) you wish to use to the Selectedcolumn.- Match Any - Of the Codes in the Selected column, a Household needs at least one (1) match in their RecConnect History to be included in the output.
- Match All - Of the Codes in the Selected column, a Household must have ALL codes in their RecConnect History to be included in the output.
- Click Continue and complete the process as you normally would.
Include / Exclude Examples
Include Option
The example image above displays this set up.
For Example: You are opting to Include households linked to RecConnect Category type Volunteers, and your Date Range is 06/01/20xx -10/31/20xx.
- A household with a Volunteer RecConnect History record dated 15 July WOULD appear on the output because the record date (15 July) falls within the Date Range entered (01 June - 31 October) and you are opting to Include records.
- A household with a Volunteer RecConnect History record dated 15 April would NOT appear on the output because the record date (15 April) falls outside of the Date Range entered (01 June - 31 October) and you are opting to Include records.
Exclude Option
For Example: You are opting to Exclude households linked to RecConnect Category type Volunteers, and your Date Range is 06/01/20xx -10/31/20xx.
- A household with a Volunteer RecConnect History record dated 15 July would NOT appear on the output because the record date (15 July) falls within the Date Range entered (01 June - 31 October) and you are opting to Exclude records.
- A household with a Volunteer RecConnect History record dated 15 April WOULD appear on the output because the record date (15 April) falls outside of the Date Range entered (01 June - 31 October) and you are opting to Exclude records.