Automatic Email Acknowledgements

Thank you Process

If you have a large amount of checks or portal gifts to process, use this excel Import Donation Template.

Donation Import Process

1. Import Donation Template into Salesforce

2. Click Send Acknowledgment (check "no mailings") **Email Acknowledgement goes to Primary contact filled with name**

3. Write handwritten Thank You using postcard note for contacts w/o emails (and gifts over $1,000)

4. Call any donors with made gifts above $500 and thank them. See thank you script

Additional steps

Enter any new contacts info to Salesforce - Address, Email, Phone # - from checks or statements papers

Salsa Automation

Salesforce Automation

CAC has enabled automatic email acknowledgements from Salesforce using standard NPSP functionality. Rather than rewrite existing documentation on this feature:

- This Trailhead unit goes through it in written/visual form.

- Or you can watch this video, if that’s your preferred learning style.

- Final choice is this NPSP documentation with the same content (but in a drier style.)

If you attempt to send an email acknowledgement to a contact that doesn't have an email address in the Email field (so they may have one of the four NPSP email fields filled out, but no choice in Preferred Email, which would cause a value to be put into the Email field), the automation is smart enough to handle this. If a member doesn’t have an email you’ll get a warning

and the Acknowledgement Status field will be set to “Email Acknowledgement Not Sent.” Then you pull a report or filter a list view in order to see who needs a paper acknowledgement.

When importing credit card opportunities that were collected using USAePay there is no need to send an email acknowledgement from Salesforce, as these people already received an acknowledgement form USAaPay. Therefore, upon import of USAePay records, set the Acknowledgement Status field to “Acknowledged” and to put a value in Acknowledgment Date.

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