New for Dialed In Data customers: Donor Statements App

Meet the Donor Statements app from Dialed In Data

Dialed In Data customers now have access to an application built for emailing donors/customers an itemized list of transactions from a particular date range. We were thinking these would be great for year-end donor statements, but they can also be used to send statements after an auction or other event.

How to get it: ask Jillian to install the app in your Salesforce org.

How to use it: follow the instructions below.

First, review and update the email template

1. Navigate to the “Email Templates” tab in Salesforce
2. Find and select the “Donor Statement Template” Email Template
   • Pro tip: select “All Email Templates” in the left sidebar and use the email template search bar to locate the template
3. Adjust the email to include the content and/or letterhead you prefer
   • We recommend using the {{{Account.DID_Account_Inormal_Greeting__c}}} merge field where you would put first name
   • You can also use the {{{Account.DID_Account_Formal_Greeting__c}}} merge field if you’d like to include a title above their statement (e.g. Statement of giving for: {{{Account.DID_Account_Formal_Greeting__c}}})
4. Important: keep the {{{Account.DID_Statement_Table__c}}} merge field in the template, as this will display their statement of gifts
5. Don’t forget to add a Subject

Next, confirm the sending email address

1. Navigate to the “Email Donor Statements” tab in Salesforce
2. In the “Helpful Information” right sidebar, the sending email address is listed after “Emails will be sent from:”
3. Contact us if you’d like to change what email address these are sent from (this is also the email address replies will go to)

Optionally, do a test run

1. Navigate to the “Email Donor Statements” tab in Salesforce
2. Select “Yes” to the “Would you like to do a test run?” question
3. Enter the email address you want those test runs sent to
4. Enter a number (from 1-49) indicating how many test emails you want to go through
   • Keep in mind: this will use email sends, currently limited to 5,000 per day
5. Complete the rest of the prompts to send the test email

Some notes on email sending times:

• Statements generated in bulk will send at 5:30pm – if it is after 5:30pm when you generate the statements, they will be emailed at 5:30pm the next day
  • Contact us if you’d like to adjust this time
• If you elected to do a test run, the statements will send instantly
• If you used the “Send Donor Statement” button on an Account, the statement will send instantly

Sending a statement to one donor/customer:

1. Navigate to the donor’s Account record
2. Confirm there is a Primary Contact on the Account, and that the Primary Contact has a valid email address
3. Click the “Send Donor Statement” button (accessed in the upper-right, where other buttons like “Edit” and “Manage Household” are located)
4. Follow the prompts to send the statement

That’s it. We hope you find it helpful!