AI Acknowledgements

With AI Acknowledgements, you can generate unique message content for your acknowledgement emails in less time. No matter how many acknowledgements you generate, the message is different each time, which provides a personalized touch for each donor.

Note: From a constituent's record, under Notes, you can review AI acknowledgements that have already been sent.

Tip: To use AI acknowledgements, your organization admin must first enable generative AI features in your Blackbaud environment. For instructions, see the Opt In to Generative AI Features Globally help.

Configure and Send AI Acknowledgements

Note: To set permissions and roles for AI acknowledgements, go to Control panel, Roles . For more informations, see AI Acknowledgements Security.

  1. Configure AI profiles — To customize the message content, you need to first create AI profiles. These profiles are how you define the tone of voice of the message content, which gift details to include, and the message formatting. You can create multiple AI profiles to tailor the message content for different scenarios.

    For more information, see Add or edit an AI profile.

  2. Configure acknowledgement templates — Acknowledgement templates define the appearance and formatting elements for AI acknowledgement messages. You can create multiple acknowledgement templates to accommodate diverse types of messages. For example, you might want to include a specific image in the message for donations given to a specific fundraising event.

    For more information on creating and defining acknowledgement templates, see Add a new AI acknowledgement template.

  3. Send an AI acknowledgement from the list of gifts — From AI Acknowledgements, Acknowledgements to review, you can view a list of gifts that have not yet received an acknowledgement, and send a unique, personalized acknowledgement to each of them with AI Acknowledgements. For more information, see Send an AI acknowledgement from the list of gifts

    Note: Alternatively, you can send AI acknowledgements directly from a gift record. For more information, see Send AI Acknowledgement.

  4. Confirm acknowledgement sent — Check the Email delivery failures list for the gift. If the gift isn't listed, the acknowledgement was sent successfully. For information on managing acknowledgements that weren't successfully sent, see Manage AI acknowledgement Email Delivery Failures.