Donor Tax Letter

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Does anyone know how to customize an e-mail to donors from 1/1/09-12/31/09 that aggregates their total giving for that year only? I see multiple customization options but none that allows me to set date parameters. Thanks!

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  • Hey Patrick,

    Try this S-Tag:

    ]

    Note that if your site is using the PDF Receipting functionality, there is also a way to give constituents a form where they can specify a date range themselves and get individual receipts for each donation made in said range.

  • Noah Cooper:

    Hey Patrick,

    Try this S-Tag:

    ]

    Note that if your site is using the PDF Receipting functionality, there is also a way to give constituents a form where they can specify a date range themselves and get individual receipts for each donation made in said range.

    This is great. Noah. Thanks! I'll give it a try. I'm pretty sure we're not using the PDF functionality and will look into adding that. Thanks again!

  • Noah Cooper:

    Hey Patrick,

    Try this S-Tag:

    ]

    Note that if your site is using the PDF Receipting functionality, there is also a way to give constituents a form where they can specify a date range themselves and get individual receipts for each donation made in said range.

    So, when I put that string into the e-mail HTML editor and save, it shows back up as "Personalization: Total Amount." Is the string you sent different than the Personalization option available in the HTML editor? Should I create a page using this string and push people to it through an e-mail?

  • Patrick Getlein:

    So, when I put that string into the e-mail HTML editor and save, it shows back up as "Personalization: Total Amount." Is the string you sent different than the Personalization option available in the HTML editor? Should I create a page using this string and push people to it through an e-mail?

    Yes, this is different than the "Year-to-date Transaction Amount" option available in the WYSIWYG Personalization dialog (]), though they both show as "Personalization: Total Amount". There's no need to create a page using this string unless you particularly want to, it should work right in the email body.

  • Noah Cooper:

    Yes, this is different than the "Year-to-date Transaction Amount" option available in the WYSIWYG Personalization dialog (]), though they both show as "Personalization: Total Amount". There's no need to create a page using this string unless you particularly want to, it should work right in the email body.

    Great! Thank you!

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