In This Article:

    Find supporters who have/haven't been sent a Thank You message

    In This Article:

      Background

      Do you have a giving campaign that needs acknowledgements from staff?  One where an autoresponse is not enough, and an actual response from a real, live human is required?  Read on for a way to track the donations that have and have not be acknowledged.

      Details

      The donation record contains a field that has the same contents as the title of this article.

      Selection_067.png

      Clicking that button modifies two fields in the donation record:

      • Thank_You_Sent - this field is changed from an empty value to a 1
      • Thank_You_Date - this field is changed to the current date as YYYY-MM-DD (for Example, January 14, 2014 is saved as 2014-01-14)

      Reporting on unacknowledged donations

      The best way to report on donations that need acknowledgement is to use a custom report to find donations for a campaign tha have an empty Thank_You_Sent value.  Here are some reports to create a report like that.  The campaign is identified by donations with a Donation_Tracking_Code of "Big Push".

      • Create a standard custom report on the donation table:

      Selection_069.png

      • Columns should include
        • donation_KEY
        • supporter_KEY,
        • Personal indentification informations (names, emails, etc.)
        • amount

      Selection_070.png

      • Conditions should include
        • Default_Tracking_Code equals "The Big Push"
        • Thank_You_Sent is empty

      Selection_071.png

      • Run this report.  The output will show all donations that have not been ackowledged for the "Big Push" campaign.

      Reporting on acknowledged donations

      The best way to report on donations that have already been acknowledged is a custom report that returns reports where the Thank_You_Sent field is not empty.  Here are some reports to create a report like that.  

      • Create a standard custom report on the donation table:

      Selection_073.png

      • Columns should include
        • donation_KEY
        • supporter_KEY,
        • Personal indentification informations (names, emails, etc.)
        • amount
        • Thank_You_Date

      Selection_074.png

      • Conditions should include
        • Default_Tracking_Code equals "The Big Push"
        • Thank_You is not empty

      Selection_075.png

      • Run this report.  The output will show all donations from the "Big Push" campaign that have been acknowledged and that date that the acknowledgement was sent.

      Summary

      We've seen that Salsa can record a "thank you" being sent to a donor, and that this is independent of any autoreponses that get sent when the donation is made.  We've seen that there are two different way to report on donation thank you's, and there are sample report layouts that you can use to find both acknowledged and unacknowledged donations.

      We hope that this was helpful.  If you have any questions, then please click here, and we'll be glad to answer them.

       

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