Configure and Send Honoree Notifications

When a donor elects for their honoree to be notified via email, the honoree will receive an automatic email.

1. Navigate to CRM and click Correspondence on the navigation bar.
2. Click Configurations on the navigation bar.
3. Click the edit icon.
   
   
4. Select an email template from the Default Honoree Template drop-down menu, and then click Save.
   • This template is the email that will automatically be sent to the honoree.
     
     

Now that the default honoree template has been set, the honoree will automatically receive an email if email notification is elected by the donor.

When a donor elects for their honoree to be notified via physical mail, the default task assignee (a user within your site) receives a task notification email about sending a letter to the honoree.

1. Navigate to CRM and click Correspondence on the navigation bar.
2. Click Configurations on the navigation bar.
3. Click the edit icon.
   
   
4. Select the site user who will complete the task from the Default Task Assignee For Physical Mail drop-down menu, and then click Save.
   • The site user will receive an email notification for the assigned task. 
     
     
   • The task assignee will receive a task notification with the honoree's address and the date of the donation.

Workflow for User Notifying Honoree by Physical Mail

1. Navigate to CRM and click Tasks on the navigation bar.
2. Click the task Label for the notify honoree task.
   
   
3. Click Download Document.
   
   
4. After locating the file on your computer, print and mail it to the address listed on the task card.
5. Select Completed from the Task Progress drop-down menu to mark the task complete.