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Pledge Reminder Query

Last post 09-11-2008 10:13 AM by Patty Escobar. 3 replies.
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  • 09-10-2008 9:29 AM

    Pledge Reminder Query

    What query/parameters do you set up to pull monthly pledge reminders to donors?

    Any immediate assistance/suggestions would be appreciated

     

    Cheri Robbins

    College Revival Fund

     

    Filed under:
  • 09-10-2008 11:58 AM In reply to

    • Lisa F. Scott
    • Not Ranked
    • User Since: 1995
    • Posts 4
    • Organization: Maryland Food Bank
    • Products:  The Raiser's Edge, The Researcher's Edge, Sphere

    Re: Pledge Reminder Query

    What I normally do is use the reminders in mail.  Then for dates to include, use specific date, and put in there the dates that you want to send the pledge reminders for.  Past due pleges from a certain point.  For future reminders, put in their the date that the payments are due and it will pull all reminders for that particular time frame.  No query is needed.

    Lisa F. Scott
    Research & Development Services Manager
    Maryland Food Bank
    2200 Halethorpe Farms Rd
    Baltimore, MD 212227
    410-737-8282, ext. 221
  • 09-10-2008 12:12 PM In reply to

    Re: Pledge Reminder Query

    You do need to have the send reminders checkbox checked on your pledges for this to work.  It is the default so unless you uncheck them during gift entry you are probably fine but you might want to check.

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 09-11-2008 10:13 AM In reply to

    • Patty Escobar
    • Not Ranked
    • Posts 3
    • Organization: Make-A-Wish Foundation of Southern Florida

    Re: Pledge Reminder Query

    You are the best! By answering some other people's questions you are helping me as well, thanks! I do have another question:

    I need to create/send a mailing to people who gave $50 or more to X campaign. How do i go about? I'm totally clueless. Please help!

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