Reminders

To help increase charitable revenue and prevent write-offs, you can send reminders to donors when they miss their due dates for commitments such as pledges. From Marketing and Communications, you can manage a process to send reminders to constituents based on revenue commitments. You can use multiple letters with the process, such as to target constituents differently based on revenue amount or activity. To configure and manage the reminders process and its letters from Marketing and Communications, click Reminders.

On the Reminders page, you can manage the process and its letters and options. You can also view and manage the history of the process and its output. You can also manually run the process as necessary.

Note: From the Reminders page, you can access reminders processes created before the Q3 2011 update, such as to copy existing letter content as you create new reminder letters. To access these processes from the Reminders page, click Archived reminders under Tasks. For information about the archived processes, see Reminder Tasks.