Start the Reminders Process

Warning: Before you run the reminders process, you must create its letters and configure its options as necessary. For information about the tasks to perform before you run the process, see Reminders Workflow.

From Marketing and Communications, you can configure when to run the reminders process. You can select whether to run the process manually or automatically at a scheduled daily or weekly interval. If you select to run the process on a daily basis, it runs every day at 3:00 A.M. If you select to run the process on a weekly basis, it runs every Sunday at 3:00 A.M. To run the process at any time, select Run reminders on the Reminders page.

When the process runs, Altru generates the letters to remind donors of commitments based on the criteria configured for each letter. If you include multiple letters in the process, each recipient receives only one letter, based on the order in which the process generates the letters. For letters to be sent by mail, the process prepares the content for the letter output to be generated as a Microsoft Word document. For letters to be sent as email messages, the process uses the configured email options to generate and send the messages. When Altru generates a letter for a revenue transaction, it automatically marks the transaction as having its reminder sent.

Tip: To “undo” the run of an reminders process, such as to correct a typographical error and run the process again for the same revenue transactions, you can clear the results of the process. For information about how to clear results, see Clear the Results of a Donor Relations Communication.

After the process runs, From the History tab, you can download and manage the output, such as to print mail content in Microsoft Word. For information about how to manage the output, see Letter Output and History.