re: Automatic Action for New Gifts

Bob Mac Leod — Wed, 30 Aug 2017 18:10:12 GMT

Having TNT create an automatic thank you for EVERY gift is very problematic for several reasons. For one, most missionaries who are raising support and have monthly partners would have A LOT of gifts to thank. In my personal experience, my donors don't want me to spend an inordinate amount of time doing administration, and thanking for every gift could be deemed as inordinate.

The only way I personally know to force TNT to generate a thank you for every single gift is to change the TNT Phase to something besides PARTNER-Financial. In this way, every gift will appear as a "Special Gift" to TNT and would generate a thank you. But that comes at a cost... the loss of the monthly pledge features, commitment fulfilment, etc. In other words, the cons far outweigh the pros.

You could also change the "Not Thanked in a Long Time" box to prompt for a thank every 1 month. But this would not generate a thank in response to every gift, just every month. Again, not a good Pro for the Con it comes with.

re: Automatic Action for New Gifts

Troy Wolbrink — Sat, 26 Aug 2017 03:50:31 GMT

Gifts are ignored if they are really old. But if they are recent (in the past few weeks), thank-yous will be generated based on the Automatic Action rules.

re: Automatic Action for New Gifts

Chris and Rosalie Duryee — Mon, 14 Aug 2017 21:33:18 GMT

I want a task to thank donors for each gift. I thought I had that set up now but I just imported a bunch of gifts and there are no new tasks. Help?