Acknowledgment preferences and settings

In this article:

What are acknowledgment preferences used for?

Acknowledgment preferences allow you to keep track of how constituents want to receive acknowledgment communications from your organization. 

Set your acknowledgment preferences

You can set acknowledgment preferences on a by-individual basis by first editing the constituent record...

...then scrolling down to the Categories section, where you can edit all categories and then select the acknowledgment preference from the dropdown menu:

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 use. 

Select the acknowledgment preference within a gift

The information you selected, such as whether the contact information in the record allows you to send a physical mailing or an email, will become available when you are entering or editing a gift. You can refer to that information as you select the acknowledgment template you want to assign to the gift.