After your recipient claims their gift, they can choose to submit a thank-you note! ❤️
Although you can view the most recent thank-you notes from the Gift Activity tab, you can also choose to download them in one document to review with your team!
Here is a video tutorial on how to pull a report of your campaign.
There are two ways to download your thank-you note reports:
To export your Thank you notes for specific campaigns please follow these steps:
⭐ Start from the Campaigns tab.
⭐ Click the 3 dots button to the right of the campaign, and select “View Report”
⭐ Click on the option that says “Export to PDF”
⭐ This will download a PDF report that shows gift details, including Thank you notes!
To export your Thank you notes for all campaigns, follow these steps:
⭐ Start from the Gift Activity tab.
⭐ Click the blue “Email Report” button to the right.
⭐ You’ll see a notification confirming that a report has been sent to your email. Head to your inbox to open the link in the email from Snappy.
⭐ Download the linked file for a detailed report which will include a Thank you note column.
