receipting

Hello

I am interested to find out if we can receipt and acknowledge donations direct from Tess? We hope to run an automatic follow up on smaller donation direct and on the day. Does anyone have suggestions?

Thanks

D

  • Hi Dee,

    If you have Mail2 integration with Tessitura, you can set up recurring triggered emails that pull from a dynamic list in Tessitura. So your list could pull anyone whose contribution date = rundate, and then schedule the email to send at the end of the work day. In Mail2 you can also create output sets to include more specific information about the donation such as the amount, I believe

    I am in the midst of setting up something like this for our smaller donations. Happy to update you in a few days to let you know the results...

    Best,

    Jonathan

  • Thank you for asking this question!! Obviously, donations received online are sent an immediate receipt/thank you.

     

    As well as Dee, I am also very interested in an automated receipt function for manually entered gifts.

     

    Thanks,

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dee Morris
    Sent: Monday, August 24, 2015 8:23 PM
    To: Marie Kocher <mkocher@kcballet.org>
    Subject: [Tessitura Development Forum] receipting

     

    Hello

    I am interested to find out if we can receipt and acknowledge donations direct from Tess? We hope to run an automatic follow up on smaller donation direct and on the day. Does anyone have suggestions?

    Thanks

    D




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • Former Member
    Former Member $organization

    We have an additional acknowledgement letter set up for receipts.  We can add it to contributions and print as needed.  We used it mostly for space rentals and image rights payments – things processed in Tess that wouldn’t normally have an acknowledgement letter.

     

    Mark Frey  |  Manager Database & Analytics  |  mark.frey@woodruffcenter.org

    1280 Peachtree Street NE  Atlanta, GA  30309  |  P: 404.733.4277  |  F: 404.733.5294  |  Give to the Arts!

    cid:14B2461B-48A7-41B0-842E-5B2BD41E1CB7

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher
    Sent: Tuesday, August 25, 2015 12:21 PM
    To: Mark Frey
    Subject: RE: [Tessitura Development Forum] receipting

     

    Thank you for asking this question!! Obviously, donations received online are sent an immediate receipt/thank you.

     

    As well as Dee, I am also very interested in an automated receipt function for manually entered gifts.

     

    Thanks,

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dee Morris
    Sent: Monday, August 24, 2015 8:23 PM
    To: Marie Kocher <mkocher@kcballet.org>
    Subject: [Tessitura Development Forum] receipting

     

    Hello

    I am interested to find out if we can receipt and acknowledge donations direct from Tess? We hope to run an automatic follow up on smaller donation direct and on the day. Does anyone have suggestions?

    Thanks

    D




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!