Edit the acknowledgements process options

1. From Marketing and Communications, select Acknowledgements.

2. Select the Acknowledgements tab.

3. Under Options, select Edit.

4. In the Address processing options field, select the option to use to determine which types of addresses to use with constituents included in the process.

5. In the Name format options field, select the option to use to determine the addressees and salutations to use with constituents included in the process.

6. To send acknowledgements to constituents that receive recognition credit for revenue transactions included in the process, select Include recognition recipients.

7. Under Exclude these solicit codes, the default solicit code exclusions appear. To edit the solicit codes excluded from the process, such as to exclude additional solicit codes, select Edit. For information about how to edit solicit codes for a communication, see Edit Solicit Code and Selection Exclusions.

Note: For information about how to manage the default and required solicit codes for your organization’s communications, see Solicit Codes.

Note: The process automatically excludes any transaction marked as Do not acknowledge.

8. Under Scheduling, select whether to run the process manually or automatically on a daily or weekly interval.

• If you select Manually, you must run the process from the Acknowledgements page. For information about how to run the process, see Start the Acknowledgement Process.

• If you select Daily, the process runs automatically every day at 3:00 A.M. If you have multiple letters in your Acknowledgements process, under Letters scheduled to run, you can select which letters to generate when your Acknowledgements are run.

• If you select Weekly, the process runs automatically every Sunday at 3:00 A.M. If you have multiple letters in your Acknowledgements process, under Letters scheduled to run, you can select which letters to generate when your Acknowledgements are run.

9. Select Save.