Suggestions on Redundancy in Acknowledgement Letters for Online Gifts
Hello everyone,
We recently started using RENXT for our Online Giving platform, where donors automatically receive a thank-you (TY) letter right after making a donation. In addition, after batch approval, they get a copy of the receipt - both through RENXT’s automated features.
Now, we are exploring the Communications>Workflow Designer module in RENXT, with the idea of sending out an automated TY letter, 2 days after the donation.
Here’s the issue: For online donors, this creates potential redundancy. They already receive an immediate email through the ‘Online Giving’ module, and if we implement the Workflow, they will get a second email from that process as well. Unfortunately, the Workflow module doesn’t allow us to differentiate or exclude online gifts, so both emails would go out.
Does anyone have experience with this, or suggestions on how to avoid redundant acknowledgements without losing the benefit of using both modules? Any tips on how to streamline this would be greatly appreciated!
Thank you!
Answers
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I recommend you take a look at Power Automate. You'll be able to customize the copy within the letter/email efficiently without workarounds in a way that best supports your process. Here's a blog with more information on this option:
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