Revised 3/13/2026
The following videos cover topics included in the Mailing Lists, Marketing Lists, Campaigns, and Events Training Session offered on our Training Menu.
This Suggested Learning Course introduces Mailing Lists, Marketing Lists, Campaigns, and Events. You’ll begin by learning how to prepare for a successful mailing and how to create and manage Mailing Lists. The course then progresses into more advanced topics, including Marketing Lists and how they work in conjunction with Campaigns. Finally, you’ll learn how to create and use Events to track details such as attendees, RSVPs, and more. Additional resources for each topic (as available) are included in the sections below.
While we suggest watching all videos in order, you may click on a Title below to jump to a topic:
- Tips for Effective Mailings
- Creating a Mailing List
- Adding Mailing List Members
- Managing Mailing List Members
- Generating Letters for a Mailing List
- Mailings Lists vs Marketing Lists
- Creating a Marketing List
- Creating a Campaign & Campaign Activities
- Distributing Campaign Activities
- Quick Campaigns
- Creating an Event
- Linking Gifts to Events
- Event Attendees
This video walks through best practices to review before sending a mailing, such as which fields and columns to check and how to resolve duplicates. Taking these steps ahead of time will set you up for a more successful mailing.
For more information on resolving duplicates, please see Duplicate Detection Rules and Merging Duplicates KA.
This video demonstrates how to create a Mailing List in akoyaGO, explains what a Mailing List represents, and covers key setup options like naming conventions and Remove Duplicates options.
For more information, please see Mailing Lists - Create a Mailing List.
This video shows how to add Mailing List Members in akoyaGO in bulk from a view of Constituents, Contacts, or Donors, or directly from an individual record.
For more information, please see Mailing Lists - Add Mailing List Members.
This video covers functions to consider after adding Mailing List Members, such as updating addresses and removing duplicates.
For more information, please see Mailing Lists KA - or more specifically Mailing Lists - Update Addresses, and Mailing Lists - Remove Duplicates.
This video covers generating letters for a Mailing List using akoyaGO Letter Templates.
For more information, please see Mailing Lists - Generate Letters KA. More information on creating Letter Templates can be found here Generating Letters in CRM.
This video provides a comparison between Mailing Lists and Marketing Lists, helping you decide which option makes best sense for your marketing efforts.
For more information, please see Mailing Lists vs Marketing Lists Visual Comparison KA.
This video shows how to create a Marketing List, highlighting the difference between Static Marketing Lists and Dynamic Marketing Lists.
For more information, please see the Marketing Lists KA.
This video covers what a Campaign is and how it can bring together targeted groups of people (Marketing Lists) and activities used to reach them (such as mailings, events, or appeals.)
For more information, please see Campaigns and Quick Campaigns KA.
This video covers the essential steps for distributing Campaign Activities and tracking them on related timelines. It also highlights best practices for marking activities as completed.
For more information, please see For more information, please see Campaigns and Quick Campaigns KA.
Quick Campaigns
This video highlights Quick Campaigns, a simplified way to distribute a single activity to on Marketing List with minimal set up.
For more information, please see For more information, please see Campaigns and Quick Campaigns KA.
This video covers the how to create and manage Events, including relating an Event to a Campaign and/or associated Marketing Lists.
It also explains how invitation responses are tracked automatically and how acceptance and decline counts are updated for event planning and reporting.
For more information, please see Events - Create an Event.
This video provides an overview of linking a Gift to a Paid Event.
For more information, please see Events - Record Gifts for Paid Events.
Event Attendees
This video highlights tracking Event Attendees for both a paid and non-paid event.
For more information, please see Events - Add Attendees for Paid Event and Events - Add Attendees for Non-Paid Event.