Run Reminders Screen

The following table explains the items on the Run reminders screen. For information about how to access this screen, see Start the Reminders Process.

Screen Item	Description
Select the letters/CSV that you would like to download	This section displays the letters included in the reminder process. For each letter, you can view the name and the amount generated for each channel. By default, all letters are selected to be processed when you select Run. If you do not want to include a letter, clear the appropriate checkbox. If you would like to download a .csv file along with any letters that have been configured to be sent by mail, select Download CSV. You can use the recipient information in the .csv file to help create labels or envelopes for your letters.
Email processing	For a reminders process that contains email content, this section appears. Select when to send the email content to its recipients. To send the content at the time you run the process, select Send the email messages immediately when I run this mailing. When you select this option and run the process, Altru sends the messages when it next sends fundraising blasts to the Shared Services server hosted by Blackbaud. To send the content at a future date and time, select Send the email messages at a future date and time and enter when to send the messages. For example, if the reminders process includes both mail and email content, you may allow several days before you send email to better coincide with when mail recipients receive letters included in the mailing. To send the content at an undetermined date and time, select I will manually send the email messages. After you run the mailing, you can manually send its email content from the History tab of the Reminders page. For information about how to send email, see Send Email Content for a Communication. For information about how to set up email services, see the Administration section of the help file.

Screen Item

Description

Select the letters/CSV that you would like to download

This section displays the letters included in the reminder process. For each letter, you can view the name and the amount generated for each channel. By default, all letters are selected to be processed when you select Run. If you do not want to include a letter, clear the appropriate checkbox.

If you would like to download a *.csv file along with any letters that have been configured to be sent by mail, select Download CSV. You can use the recipient information in the *.csv file to help create labels or envelopes for your letters.

Email processing

For a reminders process that contains email content, this section appears. Select when to send the email content to its recipients.

To send the content at the time you run the process, select Send the email messages immediately when I run this mailing. When you select this option and run the process, Altru sends the messages when it next sends fundraising blasts to the Shared Services server hosted by Blackbaud.

To send the content at a future date and time, select Send the email messages at a future date and time and enter when to send the messages. For example, if the reminders process includes both mail and email content, you may allow several days before you send email to better coincide with when mail recipients receive letters included in the mailing.

To send the content at an undetermined date and time, select I will manually send the email messages. After you run the mailing, you can manually send its email content from the History tab of the Reminders page. For information about how to send email, see Send Email Content for a Communication.

For information about how to set up email services, see the Administration section of the help file.