Follow Up: Send Thank You's to new donors
Have you thanked all donors who responded to your solicitations and supported you by giving?
Select the Follow Ups icon in the header of the Participant Center.
Consult the New Gifts (not yet thanked) section of the Follow ups screen.
You will see a list of names of donors you need to thank for their generosity in your support. These are supporters who have made donations but you have not e-mailed thank you messages to.
To send a 'Thank you' to all those listed in this section, select the check box at the top left-hand corner of this section. (in the navy blue area) This will cause the check boxes for all listed donors (who have not been thanked) to be selected, as shown below. This means that all the listed donors will be recipients of the e-mail message that you will be sending shortly.
For example, in the diagram shown below, selecting the check box in the top left-hand corner will cause all the check boxes below it to be automatically selected.
To send a Thank You only to specific donors on this list (You may have already thanked them using an informal means of communication, for example a phone call, a personal visit!), select the check box to immediate left of the donor name. This will place the selected donor to be listed as a recipient of the Thank You Message you will be sending shortly.
For example: In the diagram below, Corry Blaze will be placed on the recipient list and so will Johnny Blaze. But not Harry Blaze (check box is not selected). Both Corry and Johny Blaze will be sent the message you are about to create.
Note: Selecting the E-Mail Address provided for a listed name will also take you to the Choose Message Type and Template screen. The Thank You message type will display for you to choose (press Go).
Press the Send Thank You button above this section.
The Choose Message Type and Template screen will display. The Thank You Message template (sample) will be available for you to select.
Press the Go button to make your selection.
On the Compose E-mail message screen, you will see some pre-filled text that is appropriate for a Thank You message of the type you wish to send.
Depending on how the organization has set it up, you may be able to add text and/or edit existing text in the Body text box.
Note that the Your Name, Your E-mail text boxes and the Subject line will be automatically pre-filled when you first see this screen. Added to that is the convenience of the (Recipient) e-mail addresses you selected on the Follow ups screen, (by marking the check boxes) being automatically displayed in the Send To box. You don't even have to enter the e-mail addresses of recipients, or select them.
Press the Send button.
You will be notified that your message(s) have been queued for delivery.
Back to Participant Center Help