Two Acknowledgements, Two Constituents, One Transaction!

Hi Summer!

We have this set up and haven't had any trouble. I can send you an example of our Acknowledgement rules we set up for gift memberships.

Kelly

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Kelly Ball
Tessitura Information Services Manager


San Francisco Museum of Modern Art
Now Open!
Tickets Available at SFMOMA.org


415.357.4134
kball@SFMOMA.org

151 Third Street | San Francisco, CA 94103


This message, together with any and all attachments, is intended only for the use of the recipient(s) named above. It may contain information that is privileged and confidential. If you are not the intended recipient, you may not review, copy or distribute this communication. If you have received this communication in error, please notify the original sender by email and delete the message, along with any attachments.

On Thu, Dec 22, 2016 at 3:51 PM -0800, "Summer Hirtzel" > wrote:


Update: I did some investigation, and I think the problem is with the acknowledgement letter itself. I went into the contribution window and "duplicated" the acknowledgement that was created but not queued. Then I ran the Print Acknowledgement Letters report, selected that template type, made sure "reprint" was set to No, and the report still came up blank!

I think this might be a problem with the acknowledgement template itself, even though it looks identical to all the other letters I have set up. Anyone experience anything similar?
From: Marie Kocher
Sent: 12/22/2016 10:41:13 PM
Yes. For matching gifts, we have a thank you queued up for the individual AND a thank you queued up for the company.

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 Summer Hirtzel
Sent: Thursday, December 22, 2016 4:09 PM
To: Marie Kocher
Subject: [Tessitura Development Forum] Two Acknowledgements, Two Constituents, One Transaction!


I've had trouble getting this to work for some time, and wonder if I can get someone's advice. When we process a gift membership, we would like that contribution to trigger 2 acknowledgement letters - 1 receipt for the giver and 1 membership card for the receiver.

I can set both of these letters up, get them to be triggered by the contribution, and even have them write to the correct constituents in their "Contact Log". However, I can only get one to "queue up" with the Write Acknowledgement Letters report at a time.

When I have both ack letters active, only one of them is pulled by this report (even when I try selecting the reprint option). When I delete one of them, the other queues up, and vice versa.

Does anyone else have 2 acks triggered and written to 2 different constituents with just 1 contribution? If so, could you walk me through your Acknowledgment Rules setup and other processes? Thanks!



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Hi Summer!

We have this set up and haven't had any trouble. I can send you an example of our Acknowledgement rules we set up for gift memberships.

Kelly

Get Outlook for iOS





Kelly Ball
Tessitura Information Services Manager


San Francisco Museum of Modern Art
Now Open!
Tickets Available at SFMOMA.org


415.357.4134
kball@SFMOMA.org

151 Third Street | San Francisco, CA 94103


This message, together with any and all attachments, is intended only for the use of the recipient(s) named above. It may contain information that is privileged and confidential. If you are not the intended recipient, you may not review, copy or distribute this communication. If you have received this communication in error, please notify the original sender by email and delete the message, along with any attachments.

On Thu, Dec 22, 2016 at 3:51 PM -0800, "Summer Hirtzel" > wrote:


Update: I did some investigation, and I think the problem is with the acknowledgement letter itself. I went into the contribution window and "duplicated" the acknowledgement that was created but not queued. Then I ran the Print Acknowledgement Letters report, selected that template type, made sure "reprint" was set to No, and the report still came up blank!

I think this might be a problem with the acknowledgement template itself, even though it looks identical to all the other letters I have set up. Anyone experience anything similar?
From: Marie Kocher
Sent: 12/22/2016 10:41:13 PM
Yes. For matching gifts, we have a thank you queued up for the individual AND a thank you queued up for the company.

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 Summer Hirtzel
Sent: Thursday, December 22, 2016 4:09 PM
To: Marie Kocher
Subject: [Tessitura Development Forum] Two Acknowledgements, Two Constituents, One Transaction!


I've had trouble getting this to work for some time, and wonder if I can get someone's advice. When we process a gift membership, we would like that contribution to trigger 2 acknowledgement letters - 1 receipt for the giver and 1 membership card for the receiver.

I can set both of these letters up, get them to be triggered by the contribution, and even have them write to the correct constituents in their "Contact Log". However, I can only get one to "queue up" with the Write Acknowledgement Letters report at a time.

When I have both ack letters active, only one of them is pulled by this report (even when I try selecting the reprint option). When I delete one of them, the other queues up, and vice versa.

Does anyone else have 2 acks triggered and written to 2 different constituents with just 1 contribution? If so, could you walk me through your Acknowledgment Rules setup and other processes? Thanks!



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!