1. Assessment: Constituents 101
1. What is the main differencebetween a household and a group?
a. A Group isn’t recognized in InterChange whereas a Household is
b. A Household is comprised of people who live together whereas a Group usually is not
c. A Group is comprised of people whoassociate with one another whereas a Household is
not
d. Every individual in InterChange must be a part of a Household but not necessarily a
Group
e. 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 fora Household or Group first before
creating a new one in the system.
3. Group members can:
a. Simultaneously be members of Households
b. Have roles assigned
c. Be removed fromtheir group
d. None of the above
e. 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 records
b. Do nothing
c. Merge the constituent records
d. Contact the Support Services Team
e. A or B
6. T or F: Only users withAdministrative 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 affectthe accuracy of direct marketing appeal efforts.
d. A and B
e. B and C

2. 8. The Primary salutation is the:
a. The nickname of the constituent.
b. The way the constituent’s name willappear on the envelope.
c. The way the constituent’s name willappear 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 constituents
b. It explains the naming formats of the constituent
c. It allows our DM vendors to send mail to the correctaddress
d. All of the above
e. None of the above
11. What important information can be found under the Prospecttab on a constituent record?
a. The name of the Prospect Manager
b. A hyperlink to the Prospect’s Plan
c. Solicitation codes for the Prospect
d. A and B only
e. None of the above
12. T or F: All constituent records will have Prospecttabs but only assigned prospects will have
information inside the Prospecttab.
13. What important information can be found under the Communications tab?
a. Solicit codes
b. Revenue summaries
c. Education level
d. ProspectManager
e. 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 youto track constituents associated withthe event.
15. If you see a Fundraiser tab on a constituent record, this means:
a. The constituent is an employee of TSA
b. The constituent workson a fundraising team
c. The constituent has a prospect manager
d. A and B
e. A and C

3. 16. When should a user delete a constituent record?
a. When the constituent has passed away
b. When the constituent stops giving money to TSA
c. Never
d. When the constituent is considered inactive
e. When the constituent has requested a DoNot Mail solicitation code
17. What is an example of a social media link?
a. A Linkedin profile
b. A Facebook account
c. A Twitter account
d. All of the above
e. None of the above
18. Tworeports that are commonly run on constituents are:
a. The InterChange report and the THQ report
b. The Constituent ProfileReport and the Donor Data Sheet
c. The Constituent Query and the InterChange report
d. The field report and the Constituent Query
e. We never run reports on constituents
19. T or F: An organization can be added into InterChange via the Action Bar.
20. Whichof the following summarizes information about a constituent’s entire record?
a. The Donor Data Sheet
b. The Constituent ProfileReport
c. The Prospect tab
d. The Communications tab
e. The History tab

4. Answer Key-Assessment: Constituents 101
1. B
2. T
3. E
4. F
5. D
6. F
7. C
8. T
9. F
10. E
11. D
12. F
13. A
14. T
15. D
16. C
17. D
18. B
19. T
20. B