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
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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
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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!
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie KocherSent: Tuesday, August 25, 2015 12:21 PMTo: Mark FreySubject: RE: [Tessitura Development Forum] receipting
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dee MorrisSent: Monday, August 24, 2015 8:23 PMTo: Marie Kocher <mkocher@kcballet.org>Subject: [Tessitura Development Forum] receipting