Is it possible to get automated pledge reminders via email set up so that once a pledge is made, the system will remind them that they have an outstanding pledge every month, quarter, or year until it is paid?
We actually need this ahead of the next payment, not only outstanding. Most of our donors want to be reminded that they have a pledge payment coming up, but we have no capacity to do this. Most of our pledges have annual payments, at different times of the year and month. Automated emails, set time ahead of next payment, would really help.
We still print our monthly billing statements but use a query to pull up those that request a billing statement by "send reminder" being checked on the gift. Why isn't this available in NXT as of yet?
This is essential--why hasn't there been any movement on this? It would make every fundraiser's life so much easier if we could automate pledge reminders. The email template functionality is mostly already there with Email Receipts. Merge fields we'd absolutely need for Pledge Reminders, would be the Fund/Campaign, the Pledge Balance, and ideally, Pledge Installment Schedule. More merge options would be better, but even that would be a game changer!
any update? Would like to see this happen to help our company save time and money. Many of our constituents are asking for us to email them more than mail.
We actually need this ahead of the next payment, not only outstanding. Most of our donors want to be reminded that they have a pledge payment coming up, but we have no capacity to do this. Most of our pledges have annual payments, at different times of the year and month. Automated emails, set time ahead of next payment, would really help.
This would be so helpful. We have no capacity to do anything about pledge reminders, automated emails would save us.
We still print our monthly billing statements but use a query to pull up those that request a billing statement by "send reminder" being checked on the gift. Why isn't this available in NXT as of yet?
This is essential--why hasn't there been any movement on this? It would make every fundraiser's life so much easier if we could automate pledge reminders. The email template functionality is mostly already there with Email Receipts. Merge fields we'd absolutely need for Pledge Reminders, would be the Fund/Campaign, the Pledge Balance, and ideally, Pledge Installment Schedule. More merge options would be better, but even that would be a game changer!
Hi there- is there any update on this? This is very much needed :)
This would be a fantastic addition to the RE suite. I am also interested to know if this is being considered?
any update? Would like to see this happen to help our company save time and money. Many of our constituents are asking for us to email them more than mail.
any update on this?