Question

Photo of Isabel Stark

0

Giving Letters

2

Hey, we just finished sending out our giving letters for last year, and I am wondering if there is a way to put the giving statements for each person on their individual profile? That way they can access it on their own.

  • Photo of Thomas Stephens

    1

    This functionality comes out of the box with Rock. If you use the demo site as an example, you would get there from the 'Give' menu option along the top and then 'Giving History'. The block is 'Contribution Statement List Lava'. On the demo sit the 'Admin' login doesn't have any contributions, so you don't see the buttons. This is what it looks like if you have giving

    Statements.PNG


    For everyone in our database that had an email address with email enabled, we sent a digital statement.

    • Ken Roach

      Ken Roach

      Thanks Thomas. Can you elaborate on how you sent a digital statement to everyone that had an email address? Did you use the statement generator, and then manually email them out, or did you automate this somehow?

    • Photo of Thomas Stephens

      1

      I basically followed this how-to:

      https://www.rockrms.com/community/recipes/20/email-your-contribution-statements