Acknowledgment preferences and settings

Acknowledgment preferences allow you to keep track of how constituents want to receive acknowledgment communications from your organization. You can set these preferences on a by-individual basis by editing the constituent record...


...and then scrolling down till you see the Categories section, where you can select the acknowledgment preference from the dropdown menu:


Make sure you save your change:


Now, when you go to the constituent’s gift to assign an acknowledgment template, you can refer to their acknowledgment preference to make a decision about which acknowledgment template to assign their gift to. 

Other information is available in this section of the constituent record too, such as whether the contact information in the record allows you to send a physical mailing or an email. You can also set an acknowledgment template here.


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