NPSP How-To Series: Donation Acknowledgments (2:17)

How to send a  single thank you email

On the Opportunity Record
  • Check to make sure a thank you email has not already been sent
    • Acknowledgement Status Field:  [blank] or “To Be Acknowledged”
    • Acknowledgement Data Field: [blank]
  • Acknowledgement is sent to the email of the Primary Contact on the Opportunity Record

How to send bulk acknowledgement

  • Use the “To Be Acknowledged” Opportunity List View which includes “Email Acknowledgements” button
  • Select check box and click “Email Acknowledgements” button