Can't send physical gift acknowledgements from RE when donor is Opted Out of email on Luminate

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Lindsey Weeks
Lindsey Weeks
Eighth Anniversary Connector Level 1
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions
Hi All,


Our organization offers donors the choice of opting out of email communications when making a gift. We use RELO and are running into trouble on the Raiser's Edge side because some donors who request USPS ackowledgement also opt out of email, resulting in their physical addresses not being readily available in RE for the acknowledgement send. Currently they're being manually re-added when necessary but it's not ideal. We're not sure why opting out of Email would result in phsyical addresses being stripped in RE.


Any ideas much appreciated.


Thank you,

Lindsey
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  • Dawn Lowe
    Dawn Lowe
    Tenth Anniversary 10 Comments Photogenic Name Dropper

    Lindsey Weeks:

    Hi All,


    Our organization offers donors the choice of opting out of email communications when making a gift. We use RELO and are running into trouble on the Raiser's Edge side because some donors who request USPS ackowledgement also opt out of email, resulting in their physical addresses not being readily available in RE for the acknowledgement send. Currently they're being manually re-added when necessary but it's not ideal. We're not sure why opting out of Email would result in phsyical addresses being stripped in RE.


    Any ideas much appreciated.


    Thank you,

    Lindsey

    Hi Lindsey, you need to have your Luminate Database Admin include hidden physical communication opt-in-element on your online donation form, please see steps below:
    Note: The Communication Opt-in element is a required field and listed on new and existing donation forms by default. You will need to add the Physical Communication Opt-in data element to allow your donors to choose between receiving physical or electronic communication.
    The Physical Communication Opt-in element controls the physical maildonors will receive if they elect to opt in. When the default configuration is set, donors receive physical communication from your organization unless they clear the checkbox. If you choose to hide the opt-in checkbox, donors are automatically opted in to receive physical communication.

    Steps to Add communication opt-in data elements to a donation form
    1. From the top of any Administrator page, click Fundraising > Donation Management.
    2. On the Campaign list page, click Manage from the Actions column of the appropriate campaign.
    3. On the Donation Form List page, click Edit from the Actions column of the appropriate donation form.
    4. Click the Design Donor Screens task.
    5. In the list of Donor Screens, click Edit from the Actions column of the donation form.
    6. In the Arrange Order pane of the Form Designer, select the element that appears directly above where you want to insert a communication element.
    7. In the Select Data elements pane under the Email & Preferences Fields section, select a communication data element and click the Add button.
    8. Click Save to save your changes.
    9. Click Preview to preview the new elements on the donation form.
    Note: Only the progress bar will display in the new page.
    1. When you are done, click Finish.

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