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Emailing SB Statements

Last post 10-18-2010 2:21 PM by Glenda Milor. 3 replies.
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  • 11-03-2009 7:28 AM

    • Rachel Welsh
    • Top 50 Contributor
    • Posts 163
    • Organization: The Shipley School
    • Products:  Blackbaud NetCommunity, Online Campus Community, The Education Edge, The Financial Edge, The Raiser's Edge, The Researcher's Edge

    Emailing SB Statements

    I know that BB doesn’t have a way for us to email statements but I’m wondering if anyone has anyone has used an export in combination with MS Word email merge for doing this? While we do this for our conduct reports (it works very well), I’m slightly uncomfortable with emailing a statement that is not in PDF form. 

     

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  • 11-20-2009 10:26 AM In reply to

    Re: Emailing SB Statements

    Rachel,

    If you are exporting to a Word merge, consider creating a Crystal Report for your bill.  If you do, there are some really neat things that come from the result, one of which is creating individual HTML documents.

    For $58 you can buy Worldmerge which does everything Word e-mail, but it can also attach individualized HTML documents so you can mail XXX's statement to XXX.  We have done this with scheduling, Parents' Day info, and other projects.  Every time we do something with Worldmerge,  I think we should send them more money.

    We also have a pricier PDF splitter which can create individual PDFs with file names based on an ID field.  Using the Worldmerge program, you can also set it to send these personalized PDF attachments.  A little work with CSV files produces incredible results.

     Call if you want to pursue this path.

     Jerry

     

  • 06-29-2010 7:56 AM In reply to

    • Rachel Welsh
    • Top 50 Contributor
    • Posts 163
    • Organization: The Shipley School
    • Products:  Blackbaud NetCommunity, Online Campus Community, The Education Edge, The Financial Edge, The Raiser's Edge, The Researcher's Edge

    Re: Emailing SB Statements

    We're definitely going to consider Worldmerge for some of our projects. We recently purchased Bill-O-Matic and it's been great As soon as we email statements people begin to pay. We've had such success with them that we're purchasing a custom product to email 2 canned academic reports to parents. We've also purchased Report Card O-Matic.
     
    ~Rachel
  • 10-18-2010 2:21 PM In reply to

    Re: Emailing SB Statements

    Since emailing statements is something we are very interested in pursuing, we have purchased Worldmerge and it seems as if it is a very useful program.  I just installed it today but haven't yet figured out how to get it to email individual statements. It seems that you need to create a database that includes the statement information and the email address. I haven't been able to do that through the normal statement process.  Can you give me some help on this?

     Thanks

    Glenda Milor

      

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