Add Reminder Process

You establish a process to generate different types of reminders. For example, you can create monthly reminders for pledges greater than $1000 and save the settings you select as a reminder process. Each month, you can call up the process to generate the same reminders again.

Note: You can also use the Reminders process to generate reminders for recurring gifts.

Tip: The system administrator at your organization typically completes this process.

1. On the Reminders page, select Add. The Add a reminder process screen appears.

2. On this screen, you can add Name and Description information. You can also select Criteria details and Results information.

   For information about the items on this screen, see Add Reminder Process Screen.

   For a detailed list of the default export fields, see Reminder Output.

3. Select Save. You return to the Reminders page. The data you entered appears in the Reminder processes grid.