Make the most of Salesforce’s ability to automate emails and generate beautifully formatted letters with this package. 

Standard Components

• An automated email acknowledgement process that can send campaign-specific thank you emails or a standard thank you email. It’s smart enough to deal with donors who are opted out or don’t have a sendable email address!

• Emails are logged to the gift transaction timeline, so you can tell not only when an acknowledgement was sent, but even read the content of the acknowledgement at a later date.

• A manually-triggered version of the above automation. If a gift transaction doesn’t meet the criteria for a completely automated acknowledgement, you can send the email when you’re ready.

• Setup of document generation using standard Salesforce tools that are included with AFNP and AFE.

• Bulk acknowledgement process for generating multiple printable letters and updating acknowledgement statuses and dates.

Customizable Components

• You can decide the criteria for auto-triggered acknowledgement emails, making them as broad or as narrow as you’d like.

• One branded acknowledgement email template for records that won’t receive a campaign-specific acknowledgement email.

• Training in how to easily update your standard email acknowledgement or create campaign-specific templates.

• Two printable acknowledgement letter templates, branded and based on your customized wording.

• One year-end tax receipt template, with your customized language and branding.