Acknowledgement Process Workflow

From Marketing and Communications, you can manage a process to send acknowledgement letters to constituents based on revenue transactions such as payments and pledges. The acknowledgement process requires a Microsoft Word document that contains the template and content for its acknowledgement letter. We recommend you use multiple acknowledgement letters to create targeted content. For example, you can create a letter to acknowledge pledges and another to acknowledge payments. You can generate separate acknowledgements for revenue transactions and for tributes. To use the process effectively, you must perform several steps.

 •  From Marketing and Communications, generate the header file to include personalized information such as constituent name and revenue amount in the letter content. For information about how to generate a header file, see Generate a Header File.

 •  In Microsoft Word, create the templates used to generate letter output and label output through the acknowledgement process. To include merge fields in your content, perform a mail merge and import the header file as a comma-separated value (*.csv) file. For information about how to create the acknowledgement letter template in Word, see Microsoft Word for Acknowledgements.

 •  From Marketing and Communications, add the acknowledgement letter templates to the database. For information about how to add an acknowledgement letter, see Add a Letter.

 •  Create and run an Assign letter process to determine the criteria of the revenue transactions to receive each letter. For information about how to add or run this process, see Add an Assign Letter Process or Run an Assign Letter Process.

 •  Create the Acknowledgement process. When you create the process, you select the letter template and label template to use and the revenue transactions to acknowledge. For information about how to add this process, see Add Acknowledgement Process.

 •  To generate the acknowledgement letter output file, run the Acknowledgement process. When you run the process, you can select whether to mark all included revenue transactions as Acknowledged. For information about how to run this process, see Run Acknowledgement Process.

 •  From the record of the acknowledgement process, generate and print the letter and label output through Word. You can also download the output file, such as to send to a mailing house. For information about how to manage the process and its output file, see Go To Process Status Page for Acknowledgements.