Run Reminder Process Screen

Process name

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

Calculate amounts as of

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.

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, see Set Exclusions for a Correspondence Process.

Mark reminders sent when process completes

To mark reminders sent in the Reminder history grid (Letters tab) on the pledge, select this checkbox. To preview the data for accuracy after you run the process, do not select the checkbox. You can mark reminders sent at a later time on the Recent Status tab or History tab. You can also mark reminders sent on the Review Reminders tab.

Sent date

When you select Mark reminders sent when process completes, you enable this field. This date defaults in the Date sent column in the Reminder history grid (Letters tab) on the pledge. 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 reminder process, the date automatically defaults on pledges on the Letters tab. View this date in the Reminder history grid in the Process date column. This date informs you when the process was last run. The Date sent informs you when the reminders were marked sent.

Create selection from results

To create a new selection for a group of constituents or pledges contained in the reminder process, select this checkbox. When you select this checkbox, you enable the remaining fields and checkbox.

Selection type

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

Selection name

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

Overwrite existing selection

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