(Processing) Thank You Letters
Left-hand Navigation: Fundraising » Fundraising Functions » Print Queue » Thank You Letters
Thank You letters generate automatically upon payment submission to Compass. The Thank You letter lives on the payment and will only generate if payment is entered, not if a pledge is entered. Once processed, you can produce it in CSV/Word/PDF formats.
- Click into the desired unapproved/unprocessed Thank You letter batch.
- Review individual letters that have populated for the Batch. The Batch will show the donor's Name, Address, Received on Date, and Amount Paid.
- Once reviewed, Click "Thank You Letters" in the top left to return to the main page.
- Under the Status Toggle, choose "Approved".
- Click Process Thank You Letters.
- Choose to view and print the letter in PDF/Word OR Export the file and mail merge
- Once printed, click Mark Printed. This will remove the batch from the listing and add a copy of the letter to the Campaign and Individual Donation Processing Tab
NOTE: If the address for the party is null or set to mail returns = yes, the thank you letter will NOT process. While the letters in the batch that have valid addresses WILL process, the letters without valid addresses will remain in the unprocessed batch. This allows you to attempt to find an updated address for the individual, record it in Compass and then process the letter.
Thank you’s for individuals will pull in their primary address information. Thank you’s from chapters or associations will pull in the primary contact's primary address. If this individual is in statement returns or the address is null or there is not a primary contact, the thank you will not be processed.
Deleting a Thank You Letter
Click “Delete” if you do not wish to send a letter to a donor. If you click “delete”, the letter will disappear from the batch and will not be included in your export. There will be no record of the letter on the donor’s record and it cannot be “undeleted” them from the interface.
(Processing) Pledge Reminders
Pledge Reminders are physical statements sent to donors as a reminder of their donation payment installment due. If the "Send Statement" flag is set to YES on the donation, then a pledge reminder will generate in the Print Queue. The reminders can be turned on under the Campaign Profile.
Left-hand Navigation: Fundraising » Fundraising Functions » Print Queue » Pledge Reminders
- Click into the desired unapproved/unprocessed Pledge Reminder batch.
- Review reminders that populated for the Batch.
- Once reviewed, Click "Pledge Reminders" in the top left to return to the main page.
- Under the Status Toggle, choose Approved.
- Click Process Pledge Reminders.
- Choose to view and print the reminder in PDF/Word OR Export the file and mail merge.
- Once printed, click Mark Printed. This will remove the batch from the listing and add a copy of the reminder to the Campaign and Individual Donation Processing Tab