Get started with AI Acknowledgements

This tutorial explains how to configure and use AI Acknowledgements.

From Fundraising, Gift acknowledgement, you can:

  • Use AI Acknowledgementsto generate unique message content for your acknowledgement emails in less time.

  • View recently sent AI acknowledgements.

  • Troubleshoot AI acknowledgement emails that were not delivered.

  • Configure AI acknowledgments.

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

Configure AI profiles

AI profiles are how you define the acknowledgement message's tone of voice, formatting, and which gift details to include. You can create multiple AI profiles to tailor the message content for different scenarios.

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

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 new AI acknowledgement template.

Send an acknowledgement

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.

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

  1. Select a donor from the list.

  2. Select an email address for the donor.

  3. Under Customize message, select an AI Profile to determine the tone, acknowledgemet letter, gift details, and additional rules to apply to the acknowledgement message. For more information, see Add or edit an AI profile.

    Note: If the AI Profile you select doesn't have these features defined, you can select change them now on the individual acknowledgment.

  4. Review the AI generated content. Select Generate new message to receive a different acknowledgement message. You can generate as many messages as you want, and they'll always be different.

    Note: Replace any placeholder content between brackets. For example, replace [Your Name] with your actual name and remove the brackets.

  5. To review and update the email's design, select Open email designer.

    Tip: To update the design of the template, go to Configuration, Acknowledgement templates. For more information, see Acknowledgement templates.

    The email_body merge field in the email's design will populate with the AI generated text. You can add more text to the email, such as "No good or services were received in return for this donation." For more information, see Email designer.

    Select Apply.

    Note: Any additional text you add to the email will appear in the acknowledgement sent to the donor, but it won't display under Message Text in Review AI acknowledgement emails.

  6. Select Send Message. You can view a copy of the message on the constituent's record under Actions.

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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 Email delivery failures.