Emailing Pledge participants with outstanding donations
Synopsis You would like to generate an email to your Pledge participants in order for them to collect outstanding offline (check, cash) donations from their donors.
Solution We have created an email and macro that will display the name and amount due for each donor, by participant. To send an email to your participants with incomplete orders, follow these instructions:
Go toEmail -> Compose.
In the "To" field, choose "Participants with Incomplete Orders" from the drop-down list.
Next, enter your message and hit the 'Preview' button to review the message.
Then, click theSendbutton to mail the notice.
You can send a test email by entering your email in the Send Test box. The test email will be populated with information from the first Participant record found in the database. If all looks good, click the Send button in the bottom right to send the email to all participants.