EReceipting

1

• E-Receipting
• diane kuehl
• donor.com 2008
• community conference

2
Overview

• Supports both TEXT and HTML formatted receipts
• Same merge fields are available as used for paper
  receipts
• Generated and delivered as a normal part of
  Produce Receipts (no extra steps required)
• Can be segment-specific for different messages
  or templates per segment
• A report is generated so you know who received
  electronic receipts

3
Design Your Templates

• Design your TEXT and HTML templates for the
  e-receipt
• donor.com can provide samples or help you in the
  design
• Run Report 3070 to find out the merge field names
  (may differ from what you use for paper receipts)
• Templates will eventually be uploaded to your
  rcptrgt/templates folder
• Naming convention is
• EMAIL-RECEIPT-XX-HTML.txt
• EMAIL-RECEIPT-XX-TEXT.txt

4
Global Config Settings

• Provide donor.com with some global settings used
  in the configuration for
• Sender name
• Sender email address
• Reply to address
• Notify address (gets the end of job report)
• Subject line
• You can have unique settings for different
  e-receipt segments (e.g. different subject line)

5
Configure Receipt Profile

• Use Receipt Custom Output Profile to add the
  donor name, email address, and email format to
  the data that is generated by Segment Receipts
• Use Custom Output Spec File Maintenance to define
  the extra fields
• Not limited to just email-related fields
• Update your paper receipts variables to account
  for these new fields too! (ie vars.rcp)
• You may also need to update any pre-filters
  that manipulate and/or add to your receipt data /
  merge fields

6
Prepare Control File

• Create a control file for each receipt segment
  that will get electronic receipts
• Specify rcp2email as the Custom Merge Routine
  and file as the transfer method

7
Revise Receipt Segmentation Plan

• Use Receipt Segmentation Maintenance to separate
  e-receipts from paper receipts
• Look for donors with an EML record
• Check to see if they have expressed a preference
  for receipts by email (not required, but
  recommended)
• Dont assume just because you have an email
  address for them that they prefer receipts by
  email
• May need to plan a transition strategy that
  gives donors a chance to communicate their
  preference
• Assign those receiving e-receipts to unique
  segments, distinct from paper receipts

8
What about pre-filters?

• If pre-filters simply populate existing fields in
  the data files with new values, they should work
  just fine.
• If pre-filters ADD data to the LSTrcp data files,
  then they will need to be revised and plans for
  how to integrate cleanly with both paper and
  e-receipts laid out

9
Sample Text Version
Notice the use of a motivation in the link so
that you can track give agains via your web
site
10
Sample Html Version

• Put your images, logo, and look around the text
  version

11
QA
12
For more information

• Visit our on-line manuals at
• https//donor.com/manuals/dasco/sysadmin/ereceipts
  
• diane kuehl
• education and business consultant
• diane_at_donor.com