Once reports are created within Impact, you will need to determine the method in which reports will be delivered to your donors.
There are two options for report delivery:
- Electronic delivery
- Print delivery
Electronic Delivery
- Under the report section in Impact, select the "Report delivery" tab.
- Create a title for the delivery package.
- Choose the method of delivery (for electronic, choose email/Odder).
- Choose the approved report batches to include in the delivery.
- Review the constituents included in the report batches to identify anyone that should not receive a report, as well as identify any constituents that have incomplete records for delivery (i.e. no email address).
- Once constituents are reviewed, you are able to download a csv of any constituents that have incomplete records so that you can update the information in your donor management system.
- Once all of the constituent information is finalized, you are able to automatically send the reports and constituent contact information to Odder to be added to your Thankview campaign.
- If you are sending your reports electronically in-house, you are able to generate the reports in a PDF format, as well as generate a .csv file of your constituents with their contact information.
Fundriver Impact partners with Odder for your electronic delivery needs. To learn more about Odder, click here.
Print Delivery
- Under the report section in Impact, select the "Report delivery" tab.
- Create a title for the delivery package.
- Choose the method of delivery (for electronic, choose email/Odder).
- Choose the approved report batches to include in the delivery.
- Review the constituents included in the report batches to identify anyone that should not receive a report, as well as identify any constituents that have incomplete records for delivery (i.e. no email address).
- Once constituents are reviewed, you are able to download a csv of any constituents that have incomplete records so that you can update the information in your donor management system.
- Once all of the constituent information is finalized, you are able to download a zip file with both the PDFs of the reports, as well as a .csv file of your constituent contact information for mail delivery to either use in-house or send to a print house.