The Tribute Acknowledgement Task is a function that automates and manages the communication sent to an honoree or their family when a tribute gift is received. Its primary purpose is to ensure that the individual being recognized, or their designated representative, is notified of the gift. This guide details how to configure and use the Tribute Acknowledgement Task.
Creating and executing a Tribute Acknowledgement Task
Once you have tributes setup and gift added with fund that has tribute set, you will add a Tribute Acknowledgement Task to generate the acknowledgement mail for tributes you have added in your database:
To schedule an Execute SQL task, complete the following steps:
1. Go to Admin module > Task Scheduler group item > Dashboard group item link. This will open the Task Scheduler Dashboard.
2. Click the Tribute Acknowledge Task link in the Fundraising section.
3. On the Add Tribute Acknowledgement Task form, complete the setup steps specific to this task.
4. Under the Tribute Acknowledge section, select the communication method option.
5. Enter the honoree name in the Tribute field. The Description field will display the tribute description on updating the Tribute field.
6. Under the Scheduling section, the type of task being scheduled is listed in the Task Type field. This field is read-only and specific to the task you chose to schedule.
7. Enter the date (MM/DD/YYYY) and time (HH:MM:SS AM/PM) in the Run Task Datetime field. The date and time values must be separated by a space.
- Clicking the Now link will schedule this task to run as per the value set in the ScheduledTaskDefaultDelayMinutes system option from the current time.
8. Expand the Execute After Task drop-down menu. This will display a list of all currently scheduled tasks. Select the task you wish the task you are currently scheduling to run after from the drop-down menu.
9. If you would like to be notified regarding the status of your scheduled task, select an Email template from the Notify Template drop-down menu.
10. Enter the Email address you wish the notification Email to be delivered to in the Notify E-Mail field.
- If the user has an Email set on their profile, the Email listed on their profile will be pre-populated in this field.
11. Set the conditions that will send a notification Email by selecting the appropriate Notify Conditions checkboxes. The conditions you have available are:
- On Start?
- On Success?
- On Failure?
- On Completion With Errors?
12. The Recurrence field is a mandatory field. Select an option as required from the drop-down list.
13. Once you have completed setting up your scheduled task, click the Save button. This will open the Task Scheduler profile. You can view the status and history of the scheduled task on the Task Scheduler profile.
14. To view the list of all the Tribute Acknowledgement Task go to the Task Scheduler group item on the Admin module and click the List Tasks group item link.