What does it mean?
You may have noticed heart buttons on your Activity page – this is how you can mark (and unmark) transactions as acknowledged. This option is completely flexible in terms of how you want to use it, and it's also internal. Acknowledging a transaction doesn’t change anything about the transaction itself; no notifications are sent, and nothing is visible to the donor or the public.
You can mark any transaction type as acknowledged. Some example uses of transaction acknowledgments include:
Marking transactions as synced to your CRM
Marking payments as received (i.e. intent or offline payments)
Marking special transactions that need follow-up or an additional thank you
How to acknowledge
On your dashboard, go to the Activity tab, linked in the left-hand menu.
Find the transaction of interest.
Click the small heart icon next to the transaction – you'll find this on the right side of the line item.
To remove an acknowledgment, click the heart a second time to remove it.
Exporting Acknowledgment
You can see all of your acknowledgment data in a single place – a transaction export. After exporting your transactions, open the CSV file and follow these steps:
Scroll to the right until you find a column called acknowledged.
Note whether the rows have a DATE
DATE means the transaction was acknowledged at the specified date.
BLANK means the transaction was not acknowledged.
If transactions are marked as acknowledged or unacknowledged after you generate this export, you need to pull another one for updated information.