Pledge payment reminders are only necessary for constituents who are paying by check for their pledges. Pledges assigned to a credit card for their Payment Method happen automatically and do not require a reminder. Constituents with an auto pay pledge will receive an acknowledgement for their payment if the recurring gift was set up through a donation page.
For pledges which are being paid manually with a check, you can generate a reminder letter from the Fundraising Module's Pledges - Detail grid. It is the default grid.
- Ensure you have a letter created for your pledge reminders in the Mail Merge Pledge Template letter library.
- Filter the grid for Due Date using the Quick Queries menu, for example next month.
- Next add a filter for either Date Paid “Is Empty” OR you could also choose the Balance Due is “Greater than or equal to” $1.00. Either option will produce a list of pledge payments that have not been made yet.
- Then you will filter the grid for those pledges that are NOT set up to auto charge a credit card by choosing the filter “Is Empty” for the Payment Method field.
- This will show you a list of pledge payments that are due but will not be auto-charged to a credit card.
- You can use the Actions menu to select the Print/Email Mail Merge feature and email or mail them a reminder.
- In the new window, choose the Mail Merge Template to send.
- Acknowledged - Leave this set to No.
- Delivery Options:
- Print to PDF will print the letter in PDF format and open in a new browser window so you can review the letter prior to sending or printing.
- Print to Word will download the letter. If your letter does not download, be sure you have turned OFF your browser's pop up blocker.
- Print to Word (Advanced) is not used for acknowledgement letters.
- Email Link to PDF file will open an email to send once the rest of your selections are made.
- Email to Primary Email - sends just one email to the primary email address for this constituent
- Email to All Emails including Company Contacts will send a copy of the email to all email addresses on file for this constituent.
- Archive Options:
- Save to Documents if set to YES a copy of the letter will be saved in the constituent's Documents.
- Post to Portal is used with the Advanced Portal only and would allow the constituent to download a copy of the letter from their portal account.
- Document Name is any name you would like to give the document.
- Document Category is a dropdown list to choose the appropriate category for this acknowledgement document.
- Click OK to generate the letter or open the email to edit the message prior to sending.
