Letters: Exceptions

Setting Letter Exceptions

Admire recognizes that not every communication with a donor do you want going out for each Campaign or for each dollar amount and therefore you have the option of setting up Exceptions to the general rules of your templates.

• Click on the  buttons to access a drop-down menu that starts off the process of setting up the exception.

• Sometimes the Exception button appears like this  .

• The Exception drop-down menu generally gives you three options
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  • Campaign:  Choose the Campaigns you wish to remove from receiving this kind of Letters.

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    • Use the drop-down to check off the Campaigns to be excluded.  

      • Example: You do not want any payment made towards the Miscellaneous Campaign to get a receipt.

    • You may select more than one!

    • Click the   button to set the Exception, click the   button to cancel out of the screen.

  • Campaign Group: Choose the Campaign Group you wish to remove from receiving this kind of Letters.

    •  

    • Use the drop-down to check off the Campaign Groups to be excluded.  

      • Example:  You do not want to send out Invoices for all Parlor Meeting Campaigns. 

    • You may select more than one!

    • Click the   button to set the Exception, click the   button to cancel out of the screen.

  • Amount: Choose a dollar amount More Than/Less Than/At Least/At Most that should not receive this kind of Letters.

    •  

      • Example: You do not want to send out receipts for payments under $18.  

    • Select More Than/Less Than/At Least/At Most from the drop-down by  .

    • Put the dollar amount in this box  .

    • Click the   button to set the Exception, click the   button to cancel out of the screen.

• Pledge Acknowledgements will only give you the first two options (Campaign & Campaign Group) since you have the option to set the Min Pledge Amount/Expected Yearly Amount here:
   .

• Select the   button to remove any exceptions you no longer want.

• When you make changes to a Letters type and there are pending letters that might get affected by your changes the following warning message will pop up: 

  

  • Select   to apply these changes to the pending letters.

Account Exceptions

This allows you to turn off automatic letters on a particular account.  You will still be able to manually generate letters for that account from within that account’s specific pledge/payment.

• Open the account you wish to turn off automatic Letters.

• Click on the dropdown next to , located on to the right of the Pledges/Payments section header.

• All Letters options will display:

• Toggle off the Letters you wish to stop the automation of.

  • The display will change accordingly:

• Just toggle the Letters back on if you wish to reverse it.