Frequently Asked Questions
How do I setup and schedule my pledge reminder notifications
The system allows the user to send donors who pledged friendly reminders to submit their payments.
To set up and schedule pledge reminder notifications:
To set up and schedule pledge reminder notifications:
- From eBroadcast menu select eBroadcast Foundation
- Use Pledge and make a selection for the desired recipients using:
- Campaign Name,
- Campaign Type
- Pledge status, and
- Pledge date range.
- System will display the list of Donors who pledged
- Select all donors or a specific donors to send a reminder to
- Click on eBroadcast to generate emails or click on Generate Letters to generate letters
- Select the desired email or letter template
- Enter a Subject and review and edit the template if needed
- Click on Preview to get a preview of what the communication will look like
- Click on Test to receive a test sample letter or email
- Once satisfied with the format and content of the message you may send the communication to the selected recipients.