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Autoresponder
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Trigger
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Recipient
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Notes
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Donation Full Refund
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Administrator processes a full refund
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Donor who requested the refund
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Donation Partial Refund
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Administrator processes a partial refund
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Donor who requested the partial refund
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Failed Sustaining Payment Notification
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Convio system receives notification that a sustaining payment has failed
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Donor whose payment has failed
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This autoresponder should:
· Alert donors that they need to update their credit card information
· Include a link to the Donor Self-Service Center (if you are using that feature)
· Include a personal contact in your organization.
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Installment Final Thank You
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System detects the final payment for an installment gift
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Donor
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Should thank the donor for the entire amount of their contribution
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Installment Initial Thank You
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Donor makes the first payment of an installment gift
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Donor
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Should include the total to which the donor has committed, as well as the amount and date of the next payment
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Installment Subsequent Thank You
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System detects any payment that is part of an installment gift, except the first or last
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Donor
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Should include the amount and date of the next payment
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Standard Donation Thank You
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Donor makes a standard single payment donation
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Donor
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Should include a transaction summary that donors can print for their records; note that the default message is similar to the default onscreen thank you message
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Sustaining Final Thank You
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System detects the final payment for a sustaining gift
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Donor
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Should thank the donor for the entire amount of their contribution
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Sustaining Gift Cancelled
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Administrator cancels an ongoing gift
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Donor who requested the cancellation
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Sustaining Initial Thank You
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Donor makes the first payment of a sustaining gift
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Donor
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Should include the total to which the donor has committed, as well as the amount and date of the next payment
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Sustaining Subsequent Thank You
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System detects a payment that is part of a sustaining gift, except the first or last
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Donor
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Should include the amount and date of the next payment
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