Streamline Your Sales Processes with Automation in Sales for Nonprofit

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Let’s take a look at how to send donation acknowledgments using the Nonprofit Success Pack. When your organization receives a donation, it’s important to thank your donor! Here we have a completed donation opportunity. The first thing to check is whether we already sent an acknowledgement - you usually don’t want to send more than one “thank you” for the same donation! We’ll make sure the Acknowledgment Status field is either blank or “To Be Acknowledged” and the Acknowledgment Date field is blank. Before we send our acknowledgment, you might be wondering who’s going to get the thank you - the acknowledgment is sent to the email of the Primary Contact on the Opportunity. Okay, let’s do it! Select “email acknowledgement” from the drop down in the upper right corner to send that well-deserved thank you! Wait a few seconds, then we’ll see a confirmation message. If for some reason the workflow was unable to send the acknowledgement, we’ll see an error message instead. When we return to the Opportunity, we’ll notice the Acknowledgment status and the Acknowledgement Date fields have been updated. Let’s take a look at our thank you message. Pretty boring, huh? Don’t worry, we can customize it! Customize the logo, personalize the message, and so on. Now, let’s say we have a lot of donations (awesome!) and we want to acknowledge in bulk. Good news! We can do that too. We’re using the To Be Acknowledged Opportunity List View which includes an “Email Acknowledgements” button. Here we can check the box next to several donations in the list. Then, click the Email Acknowledgements button to send acknowledgments for the selected donations all at once! Within a few seconds, we’ll see the same “Email Acknowledgement Sent” message, this time with a number of how many acknowledgements were sent. Way to go, we just sent a bunch of donor thank yous with just a few clicks! Check out the NPSP documentation for more details on configuration and best practices. Thanks for watching.