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Acknowledgements Help + In-Cart Contributions

Amy Welsh
$organization

I'm attempting to implement acknowledgements to record the sending of thank you letters and emails for contributions. We send e-receipts for tax purposes via a separate process.

I've got some acknowledgements working in the test environment but have some questions based on errors I've run into: 

  • If they meet the rules, are acknowledgement letters / formats automatically selected for contributions received across all channels (e.g. web / phone / mail), or do they have to be manually selected in Contribution Editor? 
  • Is it possible to send / record acknowledgements for contributions received as part of a ticket order? 
    • Another org I spoke to about this actually return / resell the contribution from ticket orders to contributions so they can generate the premium record but that seems like a lot of work


I'm only working in test at the moment but I'd rather get this right before moving to live. 

Note - hands on / personalised emails in the Sponsorship Manager's preferred stewardship method rather than using WF. 

Any help on this is greatly appreciated. 

Cheers, 
Amy 

(Ticketing Specialist - Barking Gecko Theatre | Ticketing Services Representative - Perth Theatre Trust)

  • $organization

    Hey Amy,

    So we do scheduled acknowledgments for $2 - 50 donations via Wordfly that mostly come through TNEW as an order (usually with tickets).  

    The letter format is auto added by the Campaigns > References > Acknowledgment Rule

    In order to generate the receipt number for the WF invoice I schedule the Print Acknowledgment Letters report to run 10 mins before the WF triggered campaign off the list of people I'm going to sent the receipt to. The receipt info including name, address, amount, receipt number, etc is in a custom view I made that also filters the Print Acknowledgment Letters report.  It's nice and tidy.  You definitely don't have to resell the contrib.

    Cheers,

    H

  • $organization

    Hello Amy,

    I work with donations & acknowledgements, the channel doesn't impact the ack that is auto-populated, or at least the way we have it set up it doesn't. It's only looking at the Campaign and dollar amount. 

    From Heath's answer it looks like there are options for automating acks for donations given with a ticket purchase. The two organizations I've worked at with Tessitura did this the same way - the ticketing specialist sells the tickets and puts the donation money to a specific On Account location. I (the person who processes all donations) then does in daily and pulls down On Account money and turns them into donations. I personally like having the final control over the donations, as I frequently find ticketing specialists making mistakes in terms of new cash donations vs ticket give back donations. This method allows me to review these donations to make sure they're going to the proper fund/campaign, and to make sure I'm using the correct source code, applying to pledges, assigning benefits, and getting the correct acknowledgement assigned. It doesn't take me too long, they're typically quite straight forward. 

    Best of luck!

    Sara