Session Information
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Receipt, Remind, Renew: Advance Web Correspondence (3624)
Track: Advancement
Program Code: 3624
ADDITIONAL PRESENTER / PANELIST(S):
Miki Dadkhah, Director, Alumni Member Services & Records, Alumni Association, Arizona State University
Will Tynor, Senior Correspondence Control Specialist, ASU Foundation
LEAD PRESENTER / PANEL ORGANIZER / BOF LEADER :
Jana Brown, Manager, Analysis and Reporting, Ariz State University Foundation
Description
The Arizona State University (ASU) Foundation needed to provide semi-automated correspondence functionality for production of gift receipts, pledge reminders and membership acknowledgements and renewals. We chose to use the table structure of Ack Helper in Advance Web but develop a custom set of procedures and forms to supply the requested functionality. Our correspondence 'module' uses the nightly gift/membership processes to present correspondence data in appropriate buckets for correspondence generation by the functional departments. As correspondence is processed, a correspondence history is also accumulated and displayed per entity on the Entity Overview. The ASU Foundation is on version 9.3 of Advance Web.


Audio Synchronized to PowerPoint
(Code: 3624)
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Virtual Attendee:$10 USD
Authorized NON-Attendee:$25 USD
  
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Handout Online
(Code: 3624)
Attendee:Free
Virtual Attendee:Free
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