Say Thanks in Silent Partner Cloud
Thanking partners and donors is an important part of any fundraising effort.
In Silent Partner Cloud, you can mark your partners or donors as having already been thanked, or generate bulk thank yous by navigating to Communications > Say Thanks
Mark as Thanked
If you have already thanked your partner or donor, you can mark their record as having already been thanked, by selecting "Mark as already Thanked" and then click "Continue."
Step one: Find partners or donors to thank
To find the parters or donors who have made donations, select the Account and date range. Then click "Find donations."
Silent Partner will return a list of all donations that meet the date range and account criteria you specified. Now you can further refine your list in several ways.
1) Use the filters at the top of the list. For example, filter out any donations that have already been thanked by filtering "Thanked?" = "No" as in the image below.
2) Select records one by one using the checkboxes to the left of each row.
To select all the records, click this button. (Clicking the button beside it will uncheck all the records.)
Step two: mark records as having been thanked
When you have your list selected, click either "Mark as thanked" to indicate that you have thanked these partners or donors, or click "Mark as thanked by org" if they've received a thank you from the organization.
You can also export your list to Excel! This provides you with a list that includes addresses and email addresses. If you plan to send handwritten cards, you can follow this procedure to mark the donations as having been thanked, and produce an excel spreadsheet so you can produce mailing labels for your cards.
Use bulk mail or email to thank donors
From Communications > Say Thanks click "Send Bulk Thank You Letters. " Then select Regular Mail or Email and click "Continue."
Similar to marking records as having been thanked, next, you need to find the parters or donors who have made donations.
Select the Account and date range and then click "Find donations."
Silent Partner will return a list of all donations that meet the date range and account criteria you specified. Now you can further refine your list in several ways.
1) Use the filters at the top of the list, for example, filter out any donors who have not given consent for email communications.
2) Select records to include one by one using the checkboxes to the left of each row.
To select all the records, click this button. (Clicking the button beside it will uncheck all the records.)
When you have your list selected, click "Prepare Mailing."
Next, you will have to set up your template for the bulk mailing.
Preparing the bulk communication
Setting up your Bulk Mail Template
First, using the drop-down, select an existing template, or start with a blank template. If you are starting with a blank template, type the content of the letter in the space provided and use the edit buttons to style your message however you like.
If you have an HTML template that you like, you can click the "<>HTML" button and paste the HTML code in the space provided for the body of the message.
When finished, name the template and click "Save Template"
Do not cut and paste from a Word document. This will transfer hidden characters from Word to the template which will cause issues with your formatting!
Attachments & recording the communication
Next, if there are attachments for the mailing, you can select them here and then click "Add to Job" to record in the donors' mailing history that the attachment was sent.
Finally, mark whether the donors should be marked as thanked at the individual or the organizational level. You can also select to preview the mailing before you send it and to generate a file to merge mailing labels. When you are satisfied, click "Prepare the mail file."
Setting up your Bulk Email Template
From the drop-down, select the email address that will be the "from" address. To learn how to set up the "From" address click here.
You can also define the "from" name and a reply-to address.
Using the drop-down, select an existing template or start with a blank template. Provide a subject line for the email.
Type the content of the email in the space provided and use the edit buttons to style your message however you like.
Type the content of the email in the space provided and use the edit buttons to style your message however you like.
If you have an HTML template, you can click the "<>HTML" button and paste the HTML code in the space provided for the body of the message.
When finished, name the template and click "Save Template"
Do not cut and paste from a Word document. This will transfer hidden characters from Word to the template which will cause issues with your formatting!
Email attachments & recording the communication
If there are attachments for the email blast, you can select them here and then click "Add to Job" to record in the donors' mailing history that the attachment was sent.
As with a Bulk Mail campaign, your last step is to mark whether the donors should be marked as thanked at the individual or the organizational level. Preview the bulk email, and when you are satisfied, click "Send" to send the Bulk email.
Our products got an upgrade!
Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
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