For those of you that are integrated with D2, I'm hoping you can share with me how you manage the ack letter process between what D2 does electronically, and what you do in house either electronically or via usps.
We've just started our integration with D2 at the Museum and Memorial (I've worked with them before, but on a limited basis and it's been a while).
For example:
Have you set up specific appeals that you then don't let trigger ack letters for so that only D2 is sending the ack?
Do you create a list of Channel=D2 that you suppress when you run your ack letters reports?
Do you do something magical I haven't even thought of yet?!
TIA,
Keri
Nothing magical for us, just a slight modification of a never-magical-in-any-way process
All the D2 contributions get a D2 confirmation acknowledgement email generated by D2. Then all the D2 (and other) contributions above a certain dollar amount get a manually generated signed paper acknowledgement mailed out. We don't send automated email acknowledgments from Tessitura. Further details: We create acknowledgment records for all the contributions, and we run the report marking all of them printed, but then filter the Print Acknowledgment output to only print to paper (from the excel output, not directly from the report) above a certain contribution dollar amount. Formerly we printed and mailed ack letters for even the smallest contributions, but after switching to D2 and seeing all we could do with those messages, we drew a line. Clarifying, report output saved as Excel and then merged with MS Word.
Thanks, John.
That's one of the ideas we're toying with, too, because it fits well with our current process.
I appreciate your answer.