How to easily identify donors who have been sent multiple reminders?

Brianna O'Daniel
Brianna O'Daniel
Third Anniversary
in Raiser's Edge NXT Discussions

In the midst of working on collections I've noticed we have many donors who have been getting 4+ pledge reminders but not paying. Is there a report I can run that will show either the donor or the gift and just the number of reminders that were sent? We also have an internal attribute for “4+ Invoices Sent” that I'd like to apply to the gifts but there's no way for me to know once a donor gets to that threshold. I've already tried running a gift query and then exporting reminder dates but it's one reminder per column and that's a lot to sort through every month.

Comments

  • Alex Wong
    Alex Wong Community All-Star
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    @Brianna ODaniel
    First, you must record the reminder everytime you send reminder, otherwise, you do not have record of the sending in RE, then you can't get info on it.

    If you do have reminder recorded in RE, then you can use Export module in RE database view, which has a section for “Reminders Sent”. This section has information on the date sent for each reminder sent. From these info, you will be able to do what you want.

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
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    @Brianna ODaniel Seconding @Alex Wong's post.

    One note - it will show the “run” date of the reminder, not necessarily the date it was sent. (For our phonathon we send several reminders all with the run date of Dec 31 but sent 3 weeks apart-all will list as Dec 31 but we can see # sent.)

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