AudienceView Connect

Extracting Thank You Letter Data

The Utilities application Pledges|Thank You Letters page enables you to extract data to print donor thank you letters (without tax receipts). These letters can be issued to the donor, default receipt contact or referrer contact.

You can only extract thank you letter data for orders that have a printed tax receipt.

When you extract the data for a thank you letter, the application creates a correspondence record that can be accessed on the Customer Services application Customer|History|Correspondence page.

To extract thank you letter data, complete the following:

  1. Open the Utilities application from the AudienceView Desktop.
  2. Select the Pledges tab.
    The Pledges|Tax Receipts page appears.
  3. Select the Thank You Letters tab.
    The Pledges|Thank You Letters page appears.
  4. Enter the criteria that will be used to search for donations to which you want to provide a tax receipt and the template to use for the receipt.
    For more information, refer to Utilities - Pledges|Thank You Letters Page.
  5. Click 'Preview'.
    The preview section displays a sample of those donations that met your search criteria. Not all of the donations that met your search criteria are displayed.
  6. Choose an option:
    If the desired Then
    donations are not in your search results, repeat the process from Step 4.
    donations are returned in your results, continue to Step 7.
  7. Click 'Extract'.

AudienceView generates the extract and prompts you to Open or Save the extracted file. Follow the prompts to either open or save the extracted file.

For more information on using 'Mail Merge' as your Extract Type, refer to Using Mail Merge to Print Tax Receipts and Thank You Letters.