We recently started a new membership program and want to send a personal thank you email to each new member within 24 hours of their purchase.
While a purchased membership triggers an acknowledgement letter and I can run the Print Acknowledgements utility, I would prefer to be notified whenever a purchase of this particular membership goes through - that way I see the new members in real time and can send an email to them immediately.
Does anyone know of a ping, notification, or scheduled report that can be used for this purpose?
Thanks a ton!
We've created a humble, scheduled Execute an Output Set for a list of constituents who made a contribution the prior day using the Mobile or Web channels.
The output set contains their salutation, e-mail, and Last Gift information—which won't necessarily be the gift we want to acknowledge if they gave a member renewal THEN a small round-up, but so far it's always matched up.
This gets e-mailed every morning in Excel form. If you want this hourly you'd have to massage your list's contribution date range in SQL to be the prior hour vs. the prior day and then schedule it to run hourly (probably with a separate scheduled report for overnights). There's also a Recent Contributions dashboard which you can monitor. This might be the best solution since you can go at your own pace, but you'd have to hunt down the e-mails yourself.
-- Mike