While the AI email acknowledgement is a great feature, it's basically unusable and inefficient if you have to manually review each gift that gets pulled into the list and determine if they should get an email and which email template they should get. If you can be able to filter on things like gift letter code or other gift fields, that would help remove the friction of determining which email template they should use. And allow for quicker review of the emails before it gets sent out. But right now, we don't use this functionality because it adds more work than assists with the work.
Absolutely necessary as we do a database clean up and focus in on specific letters as well ensuring multiple team members can easily find their donors in the long list.
This is super necessary in order for the new AI Acknowledgements feature to actually be usable. With multiple fundraisers on a team, folks only want to review "their" letters without having to comb through other fundraisers' letters...
Morgan Villnave
While the AI email acknowledgement is a great feature, it's basically unusable and inefficient if you have to manually review each gift that gets pulled into the list and determine if they should get an email and which email template they should get. If you can be able to filter on things like gift letter code or other gift fields, that would help remove the friction of determining which email template they should use. And allow for quicker review of the emails before it gets sent out. But right now, we don't use this functionality because it adds more work than assists with the work.
Absolutely necessary as we do a database clean up and focus in on specific letters as well ensuring multiple team members can easily find their donors in the long list.
This is super necessary in order for the new AI Acknowledgements feature to actually be usable. With multiple fundraisers on a team, folks only want to review "their" letters without having to comb through other fundraisers' letters...