Hello all,
Does anyone use an email marketing service like Mail2 or WordFly to send out emails thanking donors/members?
We currently post out a whole bunch of paper acknowledgements for all contributions, and I am sure there must be a better way.
I have experimented with doing a mail-merge into Outlook, but haven't found the end result to be very elegant considering the variety of different contributions (new/renewed/assigned memberships etc...).
I would love to hear about any out of the box solutions, or clever ideas to massage pretty acknowledgements into Outlook.
Best,
Nicholas
Hi Nicholas,
We've been using Wordfly for electronic acknowledgements of web gifts under $25. It was very simple to setup once we updated our Acknowledgement report in Tess to provide an output set compatible with Wordfly.
We created a nice template for the e-ack, complete with a special thank you video. This has actually turned out not to be the best idea as some patrons are telling us the email is so visually compelling. they are missing receipt. We'll be rearranging our layout to be a bit more drab, so I recommend that you keep your template somewhat simple when setting up.
Hope that's helpful.
Rob
Thank you Martha and Rob, that is awesome.
Can I ask if your email templates use fields for contribution features like assigned memberships, or tax receipt functionality like receipt counters?
Nicholas,
The only fields we use are name, contribution amount, and contribution date. However, I just built an output set with those criteria, and I don't see why it wouldn't work to add additional contribution features to an output set.
Martha
Very helpful, thank you Martha.
Can I also ask here, when you are building your Dynamic Lists, do you use the Acknowledgment Letter criteria, or do you avoid that and use the details of the Contribution/Fund/Campaign as criteria for the List?
Also, one detail that I have not been able to solve is showing a Tax Receipt number in an email, as there is not a standard Output Set Element.
Has anyone set up a custom Output Set Element to show a Tax Receipt Number from a Contribution Acknowledgment?
I just use the contribution details for criteria. My list pulls all contributions that came in the previous day, are under $250, and came in through the website.