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Tribute Notifications

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Tribute notifications can be sent via mail or email in bulk from the Tribute bucket on the Donations page. The preferred delivery method is indicated when the tribute is created. Tribute notifications can be resent individually.

If you have selected a tribute template for a tribute, the system will use your template for print notifications. If not, the default honor or memory tribute template will be used. Email notifications use the tribute_notify_email_body text in Tributes Site Custom Content.

  1. Navigate to the Donations page.
  2. Click the Tribute bucket.tribute bucket
     
  3. Click Tribute Notify in the left-side menu.
    • By default, unsent notifications for all tributes display.
  4. Check the box for notifications that will be processed.uncheck the box
     
  5. Select the notification process from the Actions drop-down menu, and then click Submit. 
    • Print Notifications (pdf) - Use to generate notifications in a .pdf format.
    • Print Notifications (word) - Use to generate notifications in a Word document format.
    • Print Envelopes - Use to generate a .pdf document that contains formatted envelopes for each notification.
    • Print Labels - Use to generate a .pdf document that contains mailing labels for each notification.
    • Email Notifications - Use to email notifications to the entity as Notify for each tribute. 
    • Mark as Sent - Use to remove the donations from the Unsent Tribute Notifications list.process
       

A background job will be created. The job status will be listed in the Recent Jobs section.

  • For email notifications, errors will be indicated in the Status section of the background job if any email addresses are missing or if any selected profiles are marked Do Not Email.

A tribute notification can be resent after clearing and readding the tribute on the corresponding donation.

  1. Navigate to the Tributes page.
  2. Enter the tribute name in the Search Tributes field and select the tribute from the drop-down list. 
    • Alternatively, click List in the left-side menu to view a list of all tributes. Click the ID of the tribute you want.
      tribute ids
       
  3. Click the ID of the donation.donation ids
     
  4. Click [clear] in the Tribute field.clear button
     
  5. Add the tribute again. 
    • The notify item will appear again on the Tributes page.
The Unsent Tribute Notifications list only removes a notification list item when the Mark as Sent action is performed. Once a notification is marked as sent, the individual or organization notified and the date will appear on the corresponding donation.

A manual tribute notification can be sent from the Tributes bucket on the Donation page.

  1. Navigate to the Donations page.
  2. Click the Tribute bucket. 
    tribute bucket
     
  3. Click the Tribute that is being notified.
    notification tribute
     
  4. Click the ID of the donation attached to the tribute that is being notified.
    donation ids
     
  5. Click [manual notify] next to the Tribute name.
    manual notify button
     
  6. Click the desired notification action to send the manual notification for the tribute.
    notification action
     
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