You can use the default Overdue Pledges SmartList to send out your mailing
Click on the SmartLists icon and then click on the View All SmartLists link.
Select the Overdue Pledges SmartList.
Click the Customize link to select the information to be included in the Overdue Pledges SmartList.
Click Send Mail from the Related Actions menu and then select Send Mail for these Pledges
You can also create a new Pledge SmartList and select specific criteria from the criteria category dropdown list to define the list (for example Outstanding Payment or Next Payment Due)
Click on the SmartLists icon and then click on Create a New SmartLists
Select Pledges, click next and add the criteria you wish to use.
Click Customize to check the information to be included in the SmartList.
Name and Save the SmartList or click on the Browse this list without saving it option
Click Send Mail from the Related Actions menu to send pledge reminders to the donors.
Comments
0 comments
Article is closed for comments.