RELO tribute acknowledgements

Julie Hiland

When tribute gifts comes through RELO, the personal message (to the honoree) is being slipped onto a Gift Note in RE. However, you apparently cannot pull Gift Notes in as a field in the RE Mail/HonMemAcknowledgement function! (Come on, REALLY!?) How do your orgs include these personal messages in your tribute notification letters?

Lisa Slawinski

Julie Hiland:

When tribute gifts comes through RELO, the personal message (to the honoree) is being slipped onto a Gift Note in RE. However, you apparently cannot pull Gift Notes in as a field in the RE Mail/HonMemAcknowledgement function! (Come on, REALLY!?) How do your orgs include these personal messages in your tribute notification letters?

 

Hi Julie,


Since LO sends autoresponders for all donations and donors are given the option of an ECard, we don't send an extra tribute notification letter.  


Lisa

Alex Russell

Julie Hiland:

When tribute gifts comes through RELO, the personal message (to the honoree) is being slipped onto a Gift Note in RE. However, you apparently cannot pull Gift Notes in as a field in the RE Mail/HonMemAcknowledgement function! (Come on, REALLY!?) How do your orgs include these personal messages in your tribute notification letters?

We use Mail to export the gift messages to a Word Merge - I think this sounds like the same process? I believe the field is just called Notes under Hon/Mem in the Fields to Include. I know that sometimes there are problems with how the messages show up, but acknowledgements fall into my coworker's realm so I don't know much about it.

Kimberley Cote

We copy the message from gift notes into the reference field and have our word merge letters set up with a "if, then, else" statement to include the reference field when it is populated. Let me know if you want me to post the coding or shoot me an email at Kimberley.cote@blood.ca and I'd be happy to share my template.

Kimberley Cote

Just to clarify, we download the gifts from RELO to a batch and copy the fields while in the batch. 

Kimberley Cote:

We copy the message from gift notes into the reference field and have our word merge letters set up with a "if, then, else" statement to include the reference field when it is populated. Let me know if you want me to post the coding or shoot me an email at Kimberley.cote@blood.ca and I'd be happy to share my template.