Run Acknowledgement Process

After you add or edit the acknowledgement process, you run the process to generate acknowledgements for donors.

Warning: If a gift is split more than two ways between designations or benefits, the revenue acknowledgement output contains only two designations or benefits. For example, Mark Adamson splits a single gift between the Annual Fund, the Campaign for Excellence, and the Library Fund. When you run the revenue acknowledgement process, only two designations appear in the output.

Note: When you run an acknowledgement process, it automatically excludes acknowledgments for transactions from donors marked as deceased from the output. For tribute acknowledgements, this includes acknowledgements for any acknowledgees of the transaction.

When you run a revenue acknowledgement process, you send an acknowledgement to thank the constituent for the revenue. When you run a tribute acknowledgement process, you send an acknowledgement to notify acknowledgees that a donation has been made for a tribute.

1. To run acknowledgements, select the acknowledgement process, and select Start Process. The Run acknowledgement process screen appears.

   For information about the items on this screen, see Run Acknowledgement Process Screen.

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

2. To create acknowledgements, select Start. The process begins. After the process completes, the process status page appears. For more information, see Go To Process Status Page for Acknowledgements.

   When you run an acknowledgement process, the date automatically defaults on revenue on the Letters tab in the Process date column. This date informs you when the process was last run. The Acknowledge date (also stored on the Letters tab) informs you when the assigned letters were marked acknowledged.