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Start the Acknowledgement Process

Warning: Before you run the acknowledgement process, you must create its letters and configure its options as necessary. For information about the tasks to perform before you run the process, see Revenue Acknowledgements Process Workflow.

From Marketing and Communications, you can configure when to run the acknowledgments process. You can select whether to run the process manually or automatically at a scheduled daily or weekly interval. If you select to run the process on a daily basis, it runs every day at 3:00 A.M. If you select to run the process on a weekly basis, it runs every Sunday at 3:00 A.M. To run the process at any time, click Run acknowledgements on the Acknowledgements page.

When the process runs, the program generates the letters to acknowledge transactions based on the criteria configured for each letter. If you include multiple letters in the process, each recipient receives only one letter, based on the order in which the process generates the letters. The process automatically excludes any transactions marked as Do not acknowledge. For letters to be sent by mail, the process prepares the content for the letter output to be generated as a Microsoft Word document. For letters to be sent as email messages, the process uses the configured email options to generate and send the messages. When the program generates a letter for a revenue transaction, it automatically marks the transaction as Acknowledged.

Tip: To “undo” the run of an acknowledgements process, such as to correct a typographical error and run the process again for the same revenue transactions, you can clear the results of the process. For information about how to clear results, see Clear the Results of a Donor Relations Communication.

After the process runs, you return to the Acknowledgements page. From the History tab, you can download and manage the output, such as to print mail content in Microsoft Word. For information about how to manage the output, see Letter Output and History.

Run the Acknowledgements Process

Run Acknowledgements Screen