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We are trying to create a acknowledgement workflow for both first time donor and returning donors based on payment method however i am confused whether or not to build out a workflow for this or just use AI acknowledgements and send them out individually whenever a donor makes a gift..! Need help and guidance
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Good day, years ago we could create letters directly from the Constituent record. Is there still a way to do this? We have a staff member dedicated to quickly replying by mail to Major Gift donor communications, and the current process is extremely manual: Find the correct letter template Copy/paste the address line by…
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