I work at The Atlanta Opera, and we are hoping to automate our gift receipt and acknowledgement letters processes. How are these processes currently set up at your organizations, and to what extent are they automated?
Currently, our staff member, Diana, runs an individual report/merge based on each portfolio manager and also based on different gift types (cash/credit/check, stock, endowment, honorees, creditees, and bequests). Understandably, this takes quite a bit of her time/bandwidth. Our dream would be that as soon as she closes a batch, a gift receipt is automatically emailed, and an acknowledgement letter automatically sent to our printer with the correct portfolio manager's signature, as well as the correct text based on the gift type/amount.
Does anyone know if there is a way to create a single report/merge such that when it is processed through Tessitura and merged into Microsoft Word, the correct portfolio manager's signature is inserted and the correct text inserted based on gift type?
Additionally, doe anyone know if it is possible to automatically send a gift receipt email each time Diana closes a gift receipt batch, whether through Tessitura directly or through integration with email management tools such as WordFly?
Admittedly, I am not on our main Development Operations Team, so I apologize if any terminology is unclear. I have been hunting through the Tessitura training videos and manuals, but I can't find more information. My only idea is to input quite a bit of manual conditional coding into the Microsoft Word mail merge document based on criteria from the Tessitura list pull, but I am hoping someone might have more insight. Thank you so much!
Hi Aaron thanks for your post - wondering if cross-posting to the new Fundraising & Development Community might be helpful? There is also a Email Strategy Community which could be a good place for the email-integration enquiry. - Gill Tasker, Community Manager