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  • Email to Donors Listing Most Recent Donation Amount and Date of Donation?
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Author Topic: Email to Donors Listing Most Recent Donation Amount and Date of Donation?  (Read 644 times)

slbradio

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Email to Donors Listing Most Recent Donation Amount and Date of Donation?
December 13, 2013, 12:32:05 pm
I'd like to send emails to our current donors that use tokens for their Contact Name and that also has info regarding Most Recent Donation and Date of Donation.  For example:

Dear [LarryBerger],

Thanks for your past support, including your most recent donation of [$50] on [12/1/2013].

I don't see how to incorporate the donation data into a mailing list template.  Is this possible?  I see Checksum possibilities, but our data is not ready for this.

One workaround I see, is to export the donor data to Excel and then to do everything *outside of Civi*, perhaps via a mail merge using Thunderbird.  But I'm hopoing there's surely a way to keep it all in the system.

TIA for any help.


JonGold

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Re: Email to Donors Listing Most Recent Donation Amount and Date of Donation?
December 13, 2013, 12:40:21 pm
Hi there,

What you need is the Summary Fields extension: https://civicrm.org/extensions/summary-fields

Administer menu -> System Settings -> Manage Extensions.  Note that it doesn't seem to be 4.4-compatible yet, but I imagine that's coming soon.
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slbradio

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Re: Email to Donors Listing Most Recent Donation Amount and Date of Donation?
December 13, 2013, 02:41:54 pm
Thanks.  We're using WP 3.7.1 and CiviCRM  4.2.10.  Do you know off hand if this is compatible with our installation?

slbradio

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Re: Email to Donors Listing Most Recent Donation Amount and Date of Donation?
December 13, 2013, 03:16:02 pm
Also, I'm still curious if there is a way to allow ORDINAL to be "last" rather than "first" under Reports/Contribution Detail/Set Filters/Contribution Ordinality

johns

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Re: Email to Donors Listing Most Recent Donation Amount and Date of Donation?
December 13, 2013, 06:58:58 pm
We're also very interested in this feature. It's been an important part of our fundraising mailings in the past. We'd also really like to be able to build smart groups based on the amount of the last donation but so far haven't found a way to do that.

-john
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Donald Lobo

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Re: Email to Donors Listing Most Recent Donation Amount and Date of Donation?
December 13, 2013, 07:25:39 pm

johns:

have u tried the summary fields extension eileen referred to earlier. Seems like it should give you most/all of what u want

lobo
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slbradio

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Re: Email to Donors Listing Most Recent Donation Amount and Date of Donation?
December 14, 2013, 01:15:46 pm
Lobo,  do you have the extension running on 4.2? I installed on  4.2 with error and cannot determine if it's due to CiviCRM version needing to be 4.3 or something else.

Donald Lobo

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Re: Email to Donors Listing Most Recent Donation Amount and Date of Donation?
December 14, 2013, 02:12:48 pm

sorry, dont have 4.2 running

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Email to Donors Listing Most Recent Donation Amount and Date of Donation?

This forum was archived on 2017-11-26.