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:
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)
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