Mailroom
Date Created, Count, Last Name, Subject, Response Requested are all helpful ways to do this
What are ways to sort mail in the Inbox?
Status, Agency, Reminder, Assigned Staffer, Tag, Contact Name are all examples of this
What are filters in "My Cases?"
You can upload PDFs, Word Docs, Exel Spreadsheets, and even MP4s here
What is "Web Site > Files?"
You can find not only "Sent" and "Opened" here, but also "Clicked" and "Unsubscribed"
What is "Outreach > Statistics?"
This report, when used effectively, can be ones of the most useful for an office - assuming they want to know where in the world their mail is coming from
What is the "Top Mail" report?
If you need to download the member's signature, click this icon on this page
What is the "?" icon on any form letter page?
If you do this, an email will prompt you to check out a case
What is set a reminder?
This is one clever way to avoid a sending a redirect to the web team
What are creating new folders to make the desired URL?
Doing this can be very helpful to ensure you only have constituents - but be warned, it can remove constituents whose address we simply cannot verify
What is selecting "restrict to district?" in the audience editor?
This report is helpful for District Directors because it breaks down the details of the cases edited in the date range specified
What is "Cases Updated"
Your best bet to find unbatched mail is here!
What is "My Mail?"
Auditing Casework > Agencies periodically can help prevent this
What is creating duplicate agencies with the same name?
Among other things, you can edit email notifications, email confirmation text, introductory text, and confirmation page text here - that's a lot of settings!
What are Web Site > Web Forms?
Grammarly, for example, can be responsible for this
What is cause my newsletter to be too long?
This reporting tool, though not within Fireside, can provide helpful insights on a client's web traffic
What is "Google Analytics?"
Doing this makes understanding where your mail is coming from a whole lot easier
What is tagging with issue codes?
"[MoneySaved] $45" is one way to do this
What is keep track in cases the amount of money saved for a constituent?
These blue numbers reveal the (topline) responses you seek
What are Survey response results?
A way of narrowing down a specific universe of people in Fireside to an more specific group of people, in other words
What is "nesting audiences" or "audience-ception?
Monitoring this report on a regular basis can doubly be a pain, but ensuring you stay on top of it decreases the likelihood making your work twofold
What is the "Duplicates" report?
The most helpful way to keep your batches, form letters, and even issue codes straight it to do this
What is have a consistent naming system?
This can help you identify cases, but be careful - typos can lead to duplicates of the same sort
What are "Casework Tags?"
If you click the snowman button and select this, you can change the folder that houses a page
What is "Page Details?"
Name, Form, Audiences, Staffer, and Issues, are just some settings you can edit when you are working on this
What is a Bulk Mailing/499?
Not having a firm grip on these can spell disaster for the long term health of an office's mail program and lead to many helpful reports becoming useless
What are "Issue Codes?"