Skip to main content

What type of letter does a donation Acknowledgment need to be?

Updated this week

To create an acknowledgement letter for your donations, do the following:

  1. In Step 1 of the letter creation process, choose Transactions for your filter audience.

  2. In Step 2, set the letter's Purpose to Acknowledgment.

In Bloomerang CRM, only the Acknowledgement Purpose will flip a transaction's Acknowledged? flag to Yes. The interactions for the acknowledgement letters will be linked to the transactions being acknowledged.

Letters with a purpose of "Receipt" do not affect the Acknowledgement flag on a transaction.

Related

Did this answer your question?