General Tab

On the General tab, define basic information for the marketing acknowledgment process.

1. From the Add marketing acknowledgment process screen, select the General tab.

2. In the Name field, enter a name for the marketing acknowledgment template. To add a default description that identifies marketing acknowledgment efforts created from the template, enter it in the Description field.

3. If your organization uses site security, in the Site field, select the site to associate with this process. Only users associated with the selected site can access this process.

4. To send one letter per gift received, select Assign letters based on segmentation. This option prevents a donor from receiving more than one acknowledgement letter for a single gift. To allow more than one letter per gift received, select Allow multiple letters per revenue.

5. To change the status on the revenue record to "Acknowledged," select Mark letters 'Acknowledged/Receipted' when process completes. If you select Letter includes receipt on the acknowledgement letter record, the Receipt status changes to "Receipted." If you do not select this option, you can mark letters as acknowledged at a later time on the Recent Status tab or History tab. You can also mark letters acknowledged on the Review Acknowledgment tab.

6. If you select Mark letters ‘Acknowledged/Receipted’ when process completes, select the date to record as the date when the revenue was acknowledged/receipted.

7. Select another tab or select Save to save and close the process.