Hey there friends!
For those of you that are integrated with D2, I'm hoping you can share with me how you manage the ack letter process between what D2 does electronically, and what you do in house either electronically or via usps.
We've just started our integration with D2 at the Museum and Memorial (I've worked with them before, but on a limited basis and it's been a while).
For example:
Have you set up specific appeals that you then don't let trigger ack letters for so that only D2 is sending the ack?
Do you create a list of Channel=D2 that you suppress when you run your ack letters reports?
Do you do something magical I haven't even thought of yet?!
TIA,
Keri
PS: My Subject Line sounds like the name of a TLCC session... :)
Hi Keri! This is belated but hopefully it helps. D2 is sending all receipts/acknowledgements for gifts received through D2, but then we are following up with mailed TYs if the gift is above $250 or for certain campaigns/events.We are not currently running ack letters through Tess but I am investigating getting that set up.Feel free to email me if you want to chat more!
Thanks, Natalie!
Thanks, Natalie and Keri! What great topic, it does indeed look like name of a TLCC session, or even a Kansas City Tessitura Community gathering topic.