{"id":697,"date":"2018-07-11T10:15:52","date_gmt":"2018-07-11T15:15:52","guid":{"rendered":"http:\/\/new.donorsnap.com\/support\/?post_type=epkb_post_type_1&p=697"},"modified":"2019-03-09T14:37:34","modified_gmt":"2019-03-09T20:37:34","slug":"donation-flags-acknowledged-anonymous-organization-contact-email-sent","status":"publish","type":"epkb_post_type_1","link":"https:\/\/donorsnap.com\/support\/docs\/donation-flags-acknowledged-anonymous-organization-contact-email-sent\/","title":{"rendered":"Donation Flags (Acknowledged, Anonymous, Organization Contact Email Sent)"},"content":{"rendered":"

Community > Contacts > Donation Tab<\/strong><\/p>\n

DonorSnap utilizes simple flags to identify if a particular Donation has been\u00a0Acknowledged\u00a0to the Donor, whether or not the Donation is Anonymous, and whether or not the Organization Contact has been notified via email of the donation.<\/p>\n

\"\"<\/a><\/p>\n

Acknowledged:<\/h2>\n

Un-checked<\/strong>
\nBy default, the\u00a0Acknowledged\u00a0box is UN-checked. If you plan on generating an Acknowledgment document using DonorSnap, leave this box unchecked.
\nAn alert will appear on the Dashboard to print the Acknowledgement letter.
\nAfter you’ve printed your documents, select the Update Acknowledgment flag option and the program will check the\u00a0Acknowledged\u00a0box for you.<\/p>\n

Checked<\/strong>
\nIf the\u00a0Acknowledged\u00a0box is checked, DonorSnap assumed the donation has been\u00a0acknowledged. If your organization has a manual method of acknowledging Donations or does not want to use DonorSnap to create an acknowledgment form, check this box when entering the Donation.<\/p>\n

Anonymous<\/h2>\n

DonorSnap allows you to flag a particular Donation as being anonymous.\u00a0 This flag is used by several of the report printing routines.\u00a0 Those routines\u00a0give you the option to omit all Donor Information for Anonymous donations.\u00a0 Checking this flag will not automatically omit Donor information from being printed on the various donation reports.<\/p>\n

Organization Contact Email<\/h2>\n

One of the powerful features of DonorSnap is for the system to automatically notify someone within or related to your organization of a key donation that has been made.\u00a0 There are several setup steps initially that must be taken for an organization to take advantage of this feature.<\/p>\n

    \n
  1. You must create an Organization Contact record for anyone who will be receiving emails (Community > Organization Contact)<\/li>\n
  2. The Organization Contact needs to be selected on the Contact tab<\/li>\n<\/ol>\n

    If the above steps have not been selected, then the Organization Contact Email box will be grayed out with the word “No” in it.\u00a0 You will not be able to change this field.<\/p>\n

    If step 1 & 2 have been completed, then when you enter a new Donation for the Contact, the Organization Contact Email box will have the word “Pending” in it.\u00a0 This means that an email should be sent to this Contacts – Organization Contact.\u00a0 Emails are batched together and sent when the user visits\u00a0Processing > Organization Contact Email\u00a0<\/strong>\u00a0and “Generates” the emails.\u00a0 The system will group together all donations that relate to one Organizational Contact and put them together into one email so as not to flood the Organization Contact with multiple emails.\u00a0 Once the emails have been generated, this flag is automatically set to “Yes” by DonorSnap.\u00a0 Should you wish to resend an email, you can edit the particular Donation and rest the flag to “Pending” and it will be included in the next email batch generation.<\/p>\n

    Relevant Links:<\/h3>\n

    Donation Tab<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

    Flags, Organization Contact email, anonymous, Acknowledgement, Thank you letters, how do my donations appear on the dashboard, how do I show that a letter has been printed, <\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"epkb_post_type_1_category":[13,18],"epkb_post_type_1_tag":[157,156,63],"class_list":["post-697","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-acknowledgement-letters","epkb_post_type_1_category-donation-tab","epkb_post_type_1_tag-acknowledged","epkb_post_type_1_tag-anonymous","epkb_post_type_1_tag-organization-contact"],"yoast_head":"\nDonation Flags (Acknowledged, Anonymous, Organization Contact Email Sent) - DonorSnap Support<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/donorsnap.com\/support\/docs\/donation-flags-acknowledged-anonymous-organization-contact-email-sent\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Donation Flags (Acknowledged, Anonymous, Organization Contact Email Sent) - 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