This post announces an express way to send acknowledgments for contributions, via email.
Until now, in order to issue notes, to both contributors, and to those who they wish to be notified about their contributions (which, for the sake of brevity, we’ll refer to as “notifees”), the procedure was this:
You would do a financial transaction query, typically by date. That assumes you send these notices on some regular cadence — weekly, daily, M-W-F, for example. Then, you would select the “Preview” link, look over the email, and either print it or send it.
The traditional way is still available. Now, however, you can choose a different approach. You’d do the financial transaction query, as before. But you’ll see a new button, labeled “Bulk acknowledge.” By selecting that button, you’ll see the same set of payments, displayed as a list. Not only as a list, but also with input boxes. In those input boxes, you can enter or override the description, the name of a notifee, and the email address. Also, there are check-boxes on the far right, so that you can choose which contributions will receive an acknowledgment.
The system fills in the notifee area in one of two ways. First, if you, as an administrator, have selected a person to be notified when you entered the financial transaction, that person with an email address will appear. Second, if someone has made an online contribution, and has supplied a name, or, better yet, a name with an email address, ShalomCloud populates whatever information the contributor has entered.
One last point — for the notifee template, if you want to include the name of the notifee, you’ll need one of these fields in your template:
Here’s a video explaining the bulk-acknowledgment process.