This page is designed to facilitate the management of custom acknowledgements. Custom acknowledgements are manually written, personalized letters for top donors and other selected constituents and prospects. They are tailored based on specific knowledge of the gift and the constituent, and are signed by hospital leadership. The stages of writing the letters are tracked via Interactions with the Category “Acknowledgement”. Progress through the letter writing and signing process is indicated with a series of interaction attributes.
The Manage Custom Acknowledgements area consists of four tabs, each containing one section with a configured datalist. They are
1. Open Acknowledgements (all)
2. My Open Acknowledgements
3. Canceled Acknowledgements
4. Completed Acknowledgements
Each tab contains these columns:
- Constituent Name
- Gift Date – the date of the associated revenue
- Interaction Date Added
- Assigned Date – this is the interaction expected date
- Letter Stage
- Summary
- Subcategory
- Comment
- Writer – the interaction owner
- Revenue Date Added
- Batch number
- Revenue ID
- Inbound Channel
- Vendor – this is an attribute
- Assigned Writer Date – the Start Date from the Custom Ack 1: Assigned Writer Attribute
- Letter to Internal Review – the Start Date from the Custom Ack 2: Letter to Internal Review Attribute
- MGO Reviewer – the value from Custom Ack 3: GO Review Attribute
- Date to GO Reviewer – the Start Date from the Custom Ack 3: GO Review Attribute
- Letter to Final Review Date – the Start Date from the Custom Ack 4: Letter to Final Internal Review Attribute
- Letter Signer – the value from Custom Ack 5: Letter Signatory Attribute
- Date Out for Signature – the Start Date from the Custom Ack 5: Letter Signatory Attribute
- Contact Method
- Constituent Lookup ID
You can filter by Date, Constituent (name or lookup ID), Letter Signer (the Custom Ack 5: Letter Signatory interaction attribute), Contact Method, Owner, Letter Stage, and Batch Number.
How Do I?
- Manage the custom acknowledgement process and see which letters are in which stage? Go to Prospects, Stewardship Administration, Manage Custom Acknowledgements
- Add Constituent Interactions?
- Associate an Interaction with Revenue Transactions?