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Attention: EveryAction Digital is now Bonterra Digital.  Please bear with us as we update our screenshots to match our new name.

Thanking donors is an essential part of maintaining and cultivating successful relationships with your supporters. You can mark individual contributions as thanked on the donor's Contact Record, or in bulk using the Contribution Acknowledgment Report.

Marking one contribution

To manually mark a contribution, open the Edit Contribution page by selecting View next to the contribution on donor's record. From there, you can mark the Has been thanked checkbox under the Acknowledgements or Acknowledgements & Premiums section.
 

where users can edit contribution information on a record
checkbox option to mark a contribution as thanked

 

Marking contributions in bulk


To begin, run a Contribution Acknowledgement Report and filter for the relevant contributions. Then, select Report Actions in the upper right corner and select Export & Apply Bulk Actions.

 a contribution report screen

 


On the following page, select Mark All Contributions As Thanked and select Export & Apply Bulk Actions. The export can then be used in a mail merge to send thank you letters or other methods of thanking contributors.
 

option to bulk mark contributions as thanked


 

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