Hey everyone,
I've been trying to get the hang of setting up acknowledgements in Tessitura for the first time, but I'm currently facing some problems. I decided to jump in and try my hand at getting things set-up in our system and I believe that I have the hang of it when it comes to manually adding contributions into Tessitura and adding an acknowledgement from there. However, we have a daily Contributions Utility Import that we'll be using and we already have a good amount of gifts uploaded into our system from that. The issue is that I realized I don't know how to set up our acknowledgements, so that it'll automatically tag each gift we receive and allow me to pull the Print Acknowledgement Letters with those accounts/gifts in them when they're uploaded via the Utility Import.
My question to you all is, does anyone here do a regular import into Tessitura this way and if so, how did you make it so that each account gets marked with an acknowledgement letter? Or is there not a way to do that?
I'm a bit lost right now and would appreciate any guidance!
-Natalia
Hello Natalia!
We have one acknowledgement letter with rules built into it for each campaign that we assign to gifts during gift entry. This is then set up to automatically pull into an emailed CSV report to us every Monday morning (you can establish whatever timeline you need depending on how often you mail ACK letters). These gifts also are marked as acknowledged (letter mailed) in the process when the acknowledgement is assigned during gift entry.
If you "GoTo" Campaigns and then select "Campaigns" to "References" you can select the Acknowledgements tab at the top right and then build acknowledgement letters with rules for each campaign, and transaction type. For example, pledges may only pull into the report when they are first made, and then when the final payment is made, if you don't want to mail a letter, (or even deal with cleaning up an excel file each time a pledge payment is made) and instead just want to communicate with the patron when the gift is established and again when the final payment is made. Etc.
This may not align with the system you are building but I hope any of it is helpful :) Good luck!
Thank you, Jessie! I don't know that this fits in perfectly with that we're doing, but it definitely helps and gives me ideas about what we may need to do for our current situation. I appreciate the help!!