Get a donor thank-you name preference
Example: A donor wants recognition under a family name. The payment receipt records the person's individual name.
An assistant is an alternative when public and private identity choices must remain different.
A donor preference form is sufficient when it already records permission for the exact recognition.
This article is from Righthand. The customer story and result are illustrative.
The work that the customer wants
A donor wants recognition under a family name. The payment receipt records the person's individual name.
The coordinator supplies the donor email and proposed recognition text. The coordinator gives approval for public recognition.
The Righthand has its own email address and phone number. You can give instructions by email, text, phone, or Slack. Righthand introduction.
For this example, the Righthand uses its own email address. It identifies itself as the team's assistant. Company account access is a different setup choice. Account connections.
The request to the Righthand
Send the donor the supplied recognition text.
>
Get the name for public recognition.
>
Get permission for that public use.
>
Send the request to change the payment receipt to the coordinator.
>
Send the fundraising coordinator the result in this conversation.
>
Use Pacific time for the deadline.
What the Righthand does
The Righthand sends these questions by email. It sends the reply to the fundraising coordinator.
A donation does not establish permission for public recognition.
An illustrative result
The donor permits public use of the family name and wants an unchanged private receipt.
The coordinator records the public recognition preference separately from the receipt details.
Access and permission
If you want direct account access, connect the account independently. Make sure that the Righthand has the necessary operation and access. A catalog entry does not establish each available action. Connection Permissions.
With Ask, an outward instruction must identify the recipient and task. New approval can be necessary for a changed commitment. Connection tool permissions are another required control. Communications Policy.
Try the procedure with one task
- Give the Righthand one task with a teammate as the contact.
- Make sure that the teammate receives the permitted email.
- Tell the teammate to reply with a different request.
- Compare the returned decision with that reply.
- Examine the email records in Activity.