Hey there friends,
I want to send en email renewal to my donors using WordFly. I want to put their last gift in the body of the email. Has anyone done that before?
Thanks for the help!
Lucy's advice is very good.
At my old organization, we used the Recognized Amount of the membership instead of Last Gift. This required us to keep an eye on that text box during gift entry to make sure it reflected the sum of multiple gifts, "cleaner" versions of stock amounts (ex: "continue your support at $1,500" when the value of what we got was $1,493.57).
This way all of our output elements for WordFly came from Membership: Recognized Amount, Level, Expiration Date.
-- Mike
Hi, Michael:
You can pull anything into Wordfly that you can build as a query element and pull in an output set. Just make sure that your query element pulls only one line per customer and that the TMS box is checked on your output set.
A gotcha to look out for: The last gift will most likely be tied to the household record, but the e-mail may be pulled for an individual member of a household. I got around this for a related issue (reporting all existing logins for members of a household) by creating a view that returns all logins, as a string value, tied to every customer number in the household. That way, no matter whose e-mail (individual or household) I am sending to, the login string contains all logins for the household. So you could set up a “last gift” view, assigning the value to all members of the household.
Lucie
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Lucie Spieler IT Development and Training Manager FLORIDA GRAND opera