Using WordFly or Mail2 (or Outlook?) for Contribution Acknowledgments?

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

Parents
  • Nicholas

     

    One thing to keep in mind – the Tax Receipt Number is generated for a Contribution at the time the Print Acknowledgements Report is run.

     

    Once it’s run you could then use Output Set Elements to get the data.

     

    Your elements would be based upon T_ACK_EXT which has all the acknowledgement data stored. You would need parameters so it onlys return the acknowledgement details that you want for each customer. Probably based upon Acknowledgement Print Date (start and end dates) and the Letter Id (if you send different text for different contribution amounts).

     

    Cheers

    Sandra

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nicholas Hudson-Ellis
    Sent: Thursday, 27 June 2013 8:11 PM
    To: Sandra Ashby
    Subject: Re: [Tessitura Development Forum] Using WordFly or Mail2 (or Outlook?) for Contribution Acknowledgments?

     

    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?

    From: Nicholas Hudson-Ellis <bounce-nicholashudsonellis2615@tessituranetwork.com>
    Sent: 6/27/2013 12:48:16 AM

    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?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • Nicholas

     

    One thing to keep in mind – the Tax Receipt Number is generated for a Contribution at the time the Print Acknowledgements Report is run.

     

    Once it’s run you could then use Output Set Elements to get the data.

     

    Your elements would be based upon T_ACK_EXT which has all the acknowledgement data stored. You would need parameters so it onlys return the acknowledgement details that you want for each customer. Probably based upon Acknowledgement Print Date (start and end dates) and the Letter Id (if you send different text for different contribution amounts).

     

    Cheers

    Sandra

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nicholas Hudson-Ellis
    Sent: Thursday, 27 June 2013 8:11 PM
    To: Sandra Ashby
    Subject: Re: [Tessitura Development Forum] Using WordFly or Mail2 (or Outlook?) for Contribution Acknowledgments?

     

    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?

    From: Nicholas Hudson-Ellis <bounce-nicholashudsonellis2615@tessituranetwork.com>
    Sent: 6/27/2013 12:48:16 AM

    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?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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