Year-End Statements

RESOURCES

Neon’s Documentation on Campaign Emails

Neon’s Documentation on Year-end Receipts

Auxilio’s Training on Year-end Statements

Email Statements

Year-end Statements will be sent to donors with an email address on file by using a System Email. There are two steps to preparing Year-end Statements 1) Creating an Email Audience and 2)Preparing a Campaign Email.

CREATING A LETTER CAMPAIGN

Existing campaigns, once marked ready to send can not be edit. Instead, you’ll need to build a new version each year. To create an email campaign, from your Dashboard menu, click Emails>Email Campaigns. Build a New Campaign from an existing email and using the MNA template. Set the language you want, and click “Ready to Send.”

CREATING AN EMAIL AUDIENCE

To create an email audience, from your Dashboard menu, click Emails>Email Audiences. There you will see a list of audiences including “Last FY Donors.” You must update the criterion with donation dates of the previous FY. To do so, delete the former list and click “Add New Search” under Component. Configure the report like the image below, run the report and choose “Save Email List.”

This will populate the Email Audience List under the header Email List at the bottom. In that same section, click the button to “Choose Campaign Email.”

Select the Campaign Email you will use. Select the Email Audience “Last FY Donors.” Ready to send and choose audience, now or schedule.

Letter Statements

Run the Saved Report called Year-end Statement Letter – Donors with no Email to test the audience.

From your Dashboard menu, go to Letters>Letter Campaign and choose the letter you want. Near the bottom, under Add Recipients, use the dropdown menu “From Report.” to choose the report Year-end Statement Letter – Donors with no Email to pull in report as audience. Add All to Material/Letter Tracking, print and mark as completed.

Updated on February 24, 2021

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