Assessment: Constituents 101

1. What is the main difference between a household and a group? a. A Group isn’t recognized in InterChange whereas a Household isb. A Household is comprised of people who live together whereas a Group usually is notc. A Group is comprised of people who associate with one another whereas a Household is

notd. Every individual in InterChange must be a part of a Household but not necessarily a

Groupe. Every individual in InterChange must be part of a Group but not necessarily a

Household

2. T or F: It is an InterChange best practice to search for a Household or Group first before creating a new one in the system.

3. Group members can: a. Simultaneously be members of Householdsb. Have roles assignedc. Be removed from their groupd. None of the abovee. All of the above

4. T or F: A group can have more than one primary contact.

5. What should a user do if he/she thinks a duplicate constituent record exists in InterChange?a. Delete one of the constituent recordsb. Do nothingc. Merge the constituent recordsd. Contact the Support Services Teame. A or B

6. T or F: Only users with Administrative access can add social media accounts to constituent records.

7. Why are name formats so important? Circle the best answer.

a. Because the InterChange Trainer said they were important. b. Because they are most likely important to the constituent. c. Because they affect the accuracy of direct marketing appeal efforts.d. A and Be. B and C

8. The Primary salutation is the:a. The nickname of the constituent. b. The way the constituent’s name will appear on the envelope.c. The way the constituent’s name will appear in a letter. d. None of the above. e. All of the above.

9. T or F: After a constituent record is saved, one cannot go back and add a spousal relationship to that record but instead must create a new constituent record.

10. Why is the Revenue History Tab so important? a. It gives important information about the relationships of the constituentsb. It explains the naming formats of the constituentc. It allows our DM vendors to send mail to the correct addressd. All of the abovee. None of the above

11. What important information can be found under the Prospect tab on a constituent record? a. The name of the Prospect Managerb. A hyperlink to the Prospect’s Planc. Solicitation codes for the Prospectd. A and B onlye. None of the above

12. T or F: All constituent records will have Prospect tabs but only assigned prospects will have information inside the Prospect tab.

13. What important information can be found under the Communications tab?a. Solicit codesb. Revenue summariesc. Education leveld. Prospect Managere. All of the above

14. T or F: If your corps is having a special event, a personalized attribute can be created for that specific event, allowing you to track constituents associated with the event.

15. If you see a Fundraiser tab on a constituent record, this means: a. The constituent is an employee of TSAb. The constituent works on a fundraising teamc. The constituent has a prospect manager d. A and Be. A and C

16. When should a user delete a constituent record? a. When the constituent has passed awayb. When the constituent stops giving money to TSAc. Neverd. When the constituent is considered inactivee. When the constituent has requested a Do Not Mail solicitation code

17. What is an example of a social media link? a. A Linkedin profileb. A Facebook accountc. A Twitter accountd. All of the abovee. None of the above

18. Two reports that are commonly run on constituents are: a. The InterChange report and the THQ reportb. The Constituent Profile Report and the Donor Data Sheetc. The Constituent Query and the InterChange reportd. The field report and the Constituent Querye. We never run reports on constituents

19. T or F: An organization can be added into InterChange via the Action Bar.

20. Which of the following summarizes information about a constituent’s entire record? a. The Donor Data Sheetb. The Constituent Profile Reportc. The Prospect tabd. The Communications tabe. The History tab

Answer Key-Assessment: Constituents 101

1. B2. T3. E4. F5. D6. F7. C8. T9. F10. E11. D12. F13. A14. T15. D16. C17. D18. B19. T20. B