We've been interested in moving gift acknowledgments out of the paper world for a while, but nothing like cancelling an entire season and your whole work force going digital-only to help get a project prioritized.
Sharing our Tessitura set up here in hopes that it's a head start for some others. You'll obviously need to adjust to fit your own data. We use WordFly, but the attached is just the Tessitura portion--hopefully it's practical info for anyone.
While we'll start with just these ticket donations, the general plan is that we can move all our small gift letters to this process and never look back.
2061.Triggered Gift Acknowledgments via WordFly.pdf
I am following up my own post with a crowdsource question--it's the one thing holding us back from setting this in motion.
Some of our records are households and some are individuals. Since this is becoming a receipt, we want to data merge in the constituent name.
However, when we do
Fname + LName
it becomes, for example,
Jamie Jamie O'Brien Household.
I can't spot where to manage Salutations within a dynamic list / output set, and nothing else is coming to mind as how to adjust (Tessitura or text). I suppose we could do something elaborate with Dynamic content within the WordFly template and have one section that displays if you're an individual and one if a household, but that's giving me a migraine. Insight anyone?
I was planning to start a conversation about this today! IncredibleAs for Salutations, we have a Query Element Group called "Constituent - Salutation" that allows me to pull in the outside/inside lines from salutations. It's not currently filterable, but I think you could add a parameter to allow you to filter by salutation type if your org has many. That gives me a much more consistent output of readable names (and are the fields we've been using on print acknowledgements anyway).
Maery--Brilliant! This is exactly the data point I expected to exist and couldn't find on my own.
Unfortunately, I don't think knowing this helps remove the obstacle though, as now I can see exactly what state our salutations data is in.... But that's a different story, isn't it? I can get to the data at least!