Hello All,
We here at the Colorado Symphony are exploring ways to receive real-time email alerts anytime we receive a major gift online through our website, but are finding it hard to find something that completely fits our wants and needs. We have tried using a Pulse alert from an Analytics dashboard, but don't like that we have to wait for the data cube to refresh nightly. We also thought about creating a custom procedure/report, but that presents nearly the same problem in that we would still have to wait for the schedule to run and would also receive the results at the same time everyday, regardless of whether a new gift was received or not.
My only other thought is to create a new SQL Server Agent job, that runs every hour or so to look for new gifts, but I don't know if that's feasible.
Ideally, what we really would like is for something to be triggered when a new gift over a certain amount is received online that sends an email with gift and donor information to our fundraising team, but I am having a hard time figuring out the best direction for this. Do anyone have any suggestions?
Thanks for any help you can provide!
David
Hi David,
Not sure we're in the same position but here's what happens here at NIDA.
We're on TNEW and all order confirmation emails are BCC'd to a NIDA mailbox. Whoever is monitoring this mailbox alerts the Development team whenever an online donation is made.
Perhaps (if you get a BCC version, like us), you could trigger a rule based on text in the email (if such a donation triggers specific text in the order confirmation) for the confirmation to be forwarded to your fundraising team?
Martin
Hi Martin,
That's an interesting idea I hadn't thought of. We do the same thing actually, where a copy of all our online donation receipts go to a box office email inbox. I looked into it though and I don't think it's going to work. It would require creating a rule that can look at the body of the email, identify the amount of the gift in the body, convert it from text to a number, and then evaluate it to see if it's above a certain amount. I don't know/think that's possible with an Outlook rule (and if it is, I'm not that advanced as to know how to do it). I already have processes in place for manually looking at what comes in online, but we need something that is automatic and I don't think this will work for this purpose. Thanks for the idea though and I appreciate you responding!