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Automatic DAF thank you email
Open, Needs TriagePublic2 Story Points

Description

Could we have an automatic thank you email that goes out when a Donor Advised Fund (gift source) contribution is saved as long as there is an email address? Right now, it needs to be done manually, but we just need the regular thank you email with tax information removed. This would result in our donors getting thanked much faster during high volume time and would make it much less cumbersome.

Event Timeline

LeanneS created this task.Fri, Sep 20, 12:00 AM
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptFri, Sep 20, 12:00 AM

This also ties in with the batch data entry task (T230450)

mepps set the point value for this task to 2.Mon, Sep 23, 8:24 PM
mepps added a subscriber: mepps.

Hmm, we think this could be pulling the gift source and using and if conditional in the thank you letter.

@mepps That would be great!