Run Acknowledgement Process Screen

Process name

The process name defaults from the Name field on the Add (or Edit) planned gift acknowledgement process screen. This field is disabled. To change the process name, access the Edit planned gift acknowledgement process screen.

For planned gifts with letter

The letter defaults from the Acknowledge planned gifts with letter field on the Add (or Edit) planned gift acknowledgement process screen. This field is disabled. To select another letter, access the Edit planned gift acknowledgement process screen.

Exclusions

To exclude constituents who request not to be contacted or solicited in certain ways, select Exclusions. The Exclusions screen appears. Exclusions help eliminate constituents from the process. For example, Mark Adamson requests that you not send email messages to him. If on his constituent page, through Communications, you add a solicit code that states “Do not email,” Mark will be removed from the process output when a matching exclusion is listed on the Exclusions screen.

For more information about the Exclusions screen, Set Exclusions for a Correspondence Process.

Mark letters ‘Acknowledged’ when process completes

To change the Acknowledge status from Not acknowledged to Acknowledged on the planned gift, select this checkbox. To preview the data for accuracy after you run the process, do not select the checkbox. You can mark planned gifts acknowledged at a later time on the Recent Status tab or History tab. You can also mark planned gifts sent on the Review Acknowledgements tab.

Acknowledge date

When you select Mark letters ‘Acknowledged’ when process completes, you enable this field. This date defaults in the planned gift on the Letters tab. To select a date other than today’s date, select the drop down arrow and select <Specific date>. An additional field appears on the right for you to enter a date. To use a calendar to select the date, select the drop down arrow in this field.

When you run a planned gift acknowledgement process, the date automatically defaults on planned gifts on the Letters tab in the Process date column. This date informs you when the process was last run. The Acknowledge date informs you when the assigned planned gift letters were marked acknowledged.

Create selection from results

To create a query for the individuals or gifts contained in the acknowledgement process, select this checkbox. When you select this checkbox, you enable the remaining checkbox and fields.

Selection type

When you select Create selection from results, this field is required. Choose to create a Constituent or Planned Gift type of selection.

Selection name

When you select Create selection from results, this field is required. Enter the name for the new selection the process generates.

Overwrite existing selection

To overwrite the selection in the Selection name field, select this checkbox.