Automatically Send Acknowledgements

What have you got?

Capital Campaign asks for a pledge...recurring donation -- monthly quarterly annually.

Thank you for every payment for the capital campaign. If we are going to do this, need to base the process on payments, not donations.

Total pledge amt, and amt paid towards the pledge needs to be in the email. (Info is in the Recurring donation object for this.)

 

Home | Salesforce - Google Chrome
Email Alerts | Salesforce - Google Chrome
Email Alerts | Salesforce - Google Chrome
Email Alerts | Salesforce - Google Chrome
Workflow Rules | Salesforce - Google Chrome
Email Alerts | Salesforce - Google Chrome

Are these all still needed? Do the ones that are still needed say what we want them to say?

Check out the Merge Fields, to make sure they are pulling from the right fields.

Workflow Rules | Salesforce - Google Chrome

There are not a lot of Workflow Rules to go with the Email Alerts, but let's head on over to Process Builder and see what's there.

Workflow Rules | Salesforce - Google Chrome

From easiest to most complicated: Workflow Rules with actions, Process Builder, Flows. (Flows are the future, so you might want to start on a learning path with them.)

Process Builder | Salesforce - Google Chrome
Home | Salesforce - Google Chrome
Home | Salesforce - Google Chrome

In order: Automatic Recurring donation ack, Donations Ack,

Process Builder | Salesforce - Google Chrome
Process Builder | Salesforce - Google Chrome

7/23/21 Meeting Notes

  • Trish Tasks: Move the Ananda field for email acknowledgement to Salesforce fields using Apsona
  • Holly: Primary Contact needs to be added as the Dear [to] in the Classic Email Templates

 

Process Builder | Salesforce - Google Chrome

Change Record Type to Resident Share.

Process Builder | Salesforce - Google Chrome

Change this to SF email ack date field

Look at 2020 to make sure this field is populated

Process Builder | Salesforce - Google Chrome
Process Builder | Salesforce - Google Chrome

Delete this step

Process Builder | Salesforce - Google Chrome

Do this with the proper Ack field.

Process Builder | Salesforce - Google Chrome
  • Set up with Primary Campaign Source
  • Don't after 1/23/19 field
  • Ack Date - correct field new SF field
  • Has Email - don't need
  • Put Today's date in the proper field
Process Builder | Salesforce - Google Chrome

List of types of Acknowledgements

  • Resident Share
  • Garuda Aviary
  • 1000 Buddhas
  • Bricks (MD) --Rename from Maryland Brick
  • Bricks (AZ) - formerly Pathway to Peace (AZ)
  • Prayer Sponsorship
  • Friends of KPC
  • Friends of Amitabha Stupa (AZ)
  • Unknown - should be General Donations
General Fund | Salesforce - Google Chrome

Campaign for General Donations = General

Ackn for General Donations

Classic Email Templates | Salesforce - Google Chrome

Changes:

  • Dear = Primary Contact on Oppty
  • Description = Primary Campaign Source
  • Change Campaign name to General Fund

7/26/2021 Meeting Notes

  • Use the Account for the Informal or Formal Greeting, not the Household Object
  • Holly will fix the other Email Templates
  • Worked on learning Excel Concatenation

7/27/2021 Meeting Notes

Process Builder | Salesforce - Google Chrome
Process Builder | Salesforce - Google Chrome
Process Builder | Salesforce - Google Chrome
Process Builder | Salesforce - Google Chrome
Process Builder | Salesforce - Google Chrome
Process Builder | Salesforce - Google Chrome
Process Builder | Salesforce - Google Chrome
Process Builder | Salesforce - Google Chrome
New Donation: Resident Share | Salesforce - Google Chrome

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