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How do I track externally-made acknowledgements?
How do I track externally-made acknowledgements?
Updated over 4 months ago

Externally-Made Acknowledgements

Some organizations choose to send acknowledgements to their donors externally – like through a handwritten note.

Even if the acknowledgements you’re sending your donors aren’t generated in Donor Management, you can still track them! That way, you can be sure that you’ve sent everyone who deserves to be recognized a personalized and detailed thank-you.

To mark a donation as acknowledged manually, you’ll want to go to the “Giving” tab and locate the specific donation you’d like to acknowledge.

You’ve probably noticed that each donation record has a yellow exclamation mark icon next to the donor’s name and date. This indicator reflects whether that specific donation has been marked as “acknowledged”- or not.

If you click on the drop-down arrow next to the exclamation mark, you should see an option to “mark as acknowledged.”

If you select this option, that orange exclamation mark should now change to a green check mark – and the donation now will reflect as “acknowledged” in Donor Management moving forward.

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