Hello there,
Does anyone have a recommendation for how they track, manage, and receive notifications for donations that are added to an online ticket purchase via TNEW. Currently this is our process.
In the past we have run into situations when updates or changes have been made to TNEW in which the above email rules have stopped or the contribution was not recognized in the confirmation email - but was still held on account and charged to the account. For 2 months this problem went unnoticed.
Does anyone have any other way to make this process more efficient or streamlined?
Thank you!
Jami
Hi Jami,
Particularly if you are receiving small round-up gifts in your cart, you may want to consider changing the processing so that those gifts are written directly to fund. This means they will retain the source code information from the ticket order, and solicitor will be whatever your tnew default is - probably something like Online or Web API. We have gone with this method and I really appreciate how much staff time is saved.
If you are committed to using On Account, I recommend setting up a daily report that goes to your data entry associate with a list of gifts. That way you're not relying on an automated receipt to know about the gift.
Unfortunately I don't have any advice re: confirmation email issues... confirmation emails and web forms are prone to issues and hard to audit effectively.
Best,Megan
Seattle Symphony
Hey Megan,
Out of curiosity, if your gifts are entered directly (i.e. without going On Account), how do you apply an acknowledgment letter? Is there a script setup or automation? I ask because we're having these discussions currently as we're onboard a new web transactions platform.
Hi Scott,
For direct-to-fund gifts acknowledgement rules apply, so as long as your gift amount and fund are set up for an ack, you're good to go.
Megan