Automated thanks

From YWAM Tindra
Revision as of 16:58, 18 February 2020 by Erik (talk | contribs) (Setting up a PDF)
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When receiving gifts, Tindra can automatically send a "Thank you" response.

When a gift is received, Tindra checks the Campaign to find out if it should send thanks.
General rules:

Gift Default Response
Small gifts No response is sent.
"Normal" gifts An SMS is sent.
Big gifts A PDF document is sent with info and a greeting and signature of the base leader.
Huge gifts A "warning" pops up on the Dashboard, waiting for this to be delt with manually.

Default values for gifts

Gift category Amount Comment
Small gift < 100 Set to 9999999 if no receipts should be sent at all.
Normal gift up to 1000
Big gift Up to 10.000
Huge gift Over 10.000

Detailed setup

First time gift Extra gift from frequent donor Other gifts Gift on a "thank you"-note
Small gift A A A A
Normal gift B C D E
Big gift F G H I
Huge gift J J J J
A "thank you"-note can be the same for many categories.
Type Code Action Example Failover
Small A Do nothing. - -
Normal B SMS Thank you for your gift. Email
C SMS Thank you for your extra gift. Email
D SMS ...We have a program for frequent donors. Care to join? Follow this link. Email
E SMS ...We have a program for frequent donors. Care to join? Follow this link. Email
Big F Email Thank you for your very generous gift! Letter
G Email Thank you for your very generous additional gift! Letter
H Email Thank you for your very generous gift. You can change your donations on MinSide. Letter
I Email Thank you for your very generoud gift. You can administer your frequent donor agreements on MinSide Letter
Huge J Phone call We are amazed... Phone call
Age > 75 will not receive SMS or email.

Setting up a PDF

Editing text content

In Admin, search for the Infoenhet. Overskrift is the first line, which will appear in Bold typeface.
Brødtekst is the first paragraph.
Tilknyttet fil is the image.
Bildetekst is the text next to the image.
Signatur is a pointer to the signature field of a name. The details are set in Admin, where the title and image is attached. This must be edited by ProFundo.
Sign2* is the 2nd signature, title and image file.

PDF-takk-detailed.jpg

Merge codes

<felt1> Navn
<felt2> Innbetalt beløp
<felt3> Innbetalingsdato
<felt4> produkttypens navn
<felt5> navnenummer
<felt6> produkt-beskrivelse
<felt7> prosjektnavn
<felt8> Fornavn
<felt9> Signatur fra infoenhet