Adding new notes
To log new information, type directly into the Notes field.
If the contact has made a pledge commitment, enter the:
Pledge amount
Pledge type (Hard or Soft Commitment)
Due date (to trigger a follow-up reminder)
Click Save Interaction to record the update.
All details will be displayed in the Interaction History.
Note: Each update records the name of the user who made the changes as shown below.
Sending follow up messages (email and text)
To send a follow-up message, type a new message in the New Message field. If the follow up is via email, you will need to fill in the Subject field before sending the message.
If you need to set a recurring standard follow-up, select a predefined template from the dropdown.
To personalize the message, use Merge Fields which automatically insert specific details about recipients such as their nickname or last donation amount.
Once everything is set, click Send to deliver the message.
Illustration follow up text message and email
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Text Message |