Thanking Previously Entered Non-Cash Gifts (in bulk)

Overview

Linked Articles:

Non-Cash Gift Receipts

Creating Email/Letter Templates

Acknowledgements Tool


Setup Your Template

Create a new template via Communications > Templates 

Set the template type as Acknowledgement

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Type the body of your template and save it.  Be sure to insert the Transaction Info For Receipt tag. This one is required for the Non Cash Gift information.


Generate a List of Non Cash Gifts to Thank

Go to Acknowledgements in Communications, and create a new Acknowledgement list

Name the filter 

Select type as "Email" or "Snailer"

A menu will appear and then you may select the Snailer you wish to send. Do not click save yet

Filter for Activity Type: Non Cash Gift

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Click Save now


Taking Action

You will be routed back to the Acknowledgements screen. Go to the bottom and select the historical date for pulling in historical transaction(s)

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This process will run in the background and find any outstanding matches per your filtering criteria

Refresh your page via your web browser controls

The option will populate next to the acknowledgement you created in the Actions column to "send to email" or "send to snailer"

The letter will appear and allow you to send it via email/generate your letter


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

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