It’s the end of the quarter. Your campaign or PAC has been busy meeting fundraising goals and completing FEC reports, but have you remembered to thank your donors?If you want to retain your donors, it’s critical to thank them. Crimson makes the thank you letter process easier with the Thank You List Select tool. Here’s how you can use this feature to streamline this process and ensure that no one is forgotten.
How to Use Crimson's Thank You Select Feature
1. Under the Money menu, select Thank You to open a Thank You Select search window.
2. Use the drop-down menu options to select the criteria needed to build your list of donors needing to be thanked.
3. Once your search criterion has been entered, click the blue 
button.Note: If you click the red 
button at any time, the Search Panel will clear all of your selection criteria and allow you to start a new thank-you list search.4. The Thank You Select will pull a list of donors based on the criteria that you entered.5. To view a record, click the green 
button to the left of the record.6. To save a list, click the blue 
button in the bottom left corner.7. You will also have the option to mark that all of these donors have been sent a thank you note by clicking Yes or No. If you select Yes, then these records will not pull in your future selects.
If you haven’t been using this feature to send Thank You’s previously, you may want to do a quick select of previous gifts and just mark them as “thanked” to avoid accidentally selecting them in the future.8. Next a confirmation message will appear asking:
Select Yes if you’d like to download an Excel file with the results or No if you want to cancel the export.9. Open your Excel file and start sending thank you notes.Please note that this feature only pulls a list of donors who have not received thank you notes. Crimson does not create automatic thank you notes.