Hello,
I'm curious if anyone out there does e-mailed tax acknowledgements for donations. Our typical practice has been mailing out acknowledgments, but I don't want to see our acknowledgements back up too much while we are working remotely.
I know that Tessitura has e-mailed confirmations out of Ticket Orders, but is that a function that can be set up for Contributions?
What other techniques do people use to stream line this?
Any advice would be helpful,
Corri
We've had good luck generating email acknowledgments using Wordfly. I adjusted the stored procedure we customized for acknowledgments so it also stores its output to a local table, then I built list and output elements pointed at that table for use with Wordfly. This way the acknowledgements process is the same regardless of whether we're doing them electronically or physically—running the acknowledgment utility generates all the data in a useful form regardless of what we want to do with it.