Emailing Pledge participants with outstanding donations

Synopsis
You would like to generate an email to your Pledge participants in order for them to collect outstanding offline (check, cash) donations from their donors.

Solution
We have created an email and macro that will display the name and amount due for each donor, by participant. To send an email to your participants with incomplete orders, follow these instructions:

  1. Go to Email -> Compose.
  2. In the "To" field, choose "Participants with Incomplete Orders" from the drop-down list.
  3. Next, enter your message and hit the 'Preview' button to review the message.
  4. Then, click the Send button to mail the notice.

 

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