Step #1: Ensure that your Altru database is configured to acknowledge pledges and pledge payments. If you have acknowledged pledges and pledge payments in the past, you can skip these steps: 
  1. Go to Revenue, Reporting Filters
  2. On the Revenue filters tab, click the drop down arrows next to the default reporting filter. Click Edit
  3. Ensure that under Revenue Types, Gift is checked. 
  4. Also make sure that under Transaction Type\Application, both Donation is checked under Pledge and Pledge is checked under Payment. 
  5. Click Save

Step #2: Create a selection of pledge payments made on the same day as the pledge was created: 
  1. Go to Analysis, Information Library. 
  2. Click Add a new ad-hoc query. Select a source view of Revenue. 
  3. Add the date of the Pledge promise to the Results fields to display. You will use this field later in a query filter.
    1. In the left column, expand Revenue, expand Application Details, expand Pledges, then highlight Pledge Details. From the middle column, drag Date into Results fields to display.
  4. Add fields to Include records where:
    1. In the left column, select Revenue. From the middle column, drag Transaction Type into Include records where. Set equal to Payment.
    2. In the left column, expand Revenue, then select Application Details. From the middle column, drag Application into Include records where. Set equal to Pledge.
    3. In the left column, select Revenue. From the middle column, drag Date into Include records where. Change the radio button setting from Value to Output field, then Set equal to Application Details\Pledges\Pledge Details\Date.
  5. On the Set save options tab, name your query and check the box to Create a selection. 
Example of what your query will look like:
Query - Payments that Pledge Payment Date = Pledge Promise date

Step #3: Add a letter to Acknowledgements and assign the query selection you just created to the letter: 
  1. Go to Marketing and Communications, Acknowledgements. 
  2. Click Add and give your letter a Name.
  3. Next to Selections of constituents that will receive this letter, click Add. Choose the query you just created from the Selections folder on the left and move it to Include these selections in the communication. Then click OK.

Step #4: Add Pledge related fields to your acknowledgement letters: 
  1. You can find details on how to add pledge related fields to your Acknowledgement letter merge fields, in our related article: I need to add additional pledge fields to an acknowledgement letter.
    • Note: When this Acknowledgement letter is processed, the pledge payments that were made on the same day that the pledge promise was created will be marked acknowledged.

(Optional) If you would also like to mark the associated pledges acknowledged, you will need to include a letter in your Acknowledgements process that pulls the pledges and marks them acknowledged. This letter does not need to have content, as it exists only to mark the pledge records in Altru as acknowledged.

Create a selection of pledges that have a payment on the same day as the pledge was created: 
  1. Go to Analysis, Information Library. 
  2. Click Add a new ad-hoc query. Select a source view of Revenue. 
  3. Add the Pledge date to the Results fields to display. You will use this field later in a query filter.
    1. In the left column, highlight Revenue. From the middle column, drag Date into Results fields to display.
  4. Add fields to Include records where:
    1. In the left column, select Revenue. From the middle column, drag Transaction Type into Include records where. Set equal to Pledge.
    2. In the left column, expand Revenue, expand Pledge Payments, expand Payments, then highlight Revenue Details. From the middle column, drag Date into Include records where. Change the radio button setting from Value to Output field, then Set equal to Date.
  5. On the Set save options tab, name your query and check the box to Create a selection. 
Example of what your query will look like:
Query - Pledges that Pledge Date = Payment Date

Add a letter to Acknowledgements and assign the query selection you just created to the letter: 
  1. Go to Marketing and Communications, Acknowledgements. 
  2. Click Add and give your letter a Name.
  3. Next to Selections of constituents that will receive this letter, click Add. Choose the query you just created from the Selections folder on the left and move it to Include these selections in the communication. Then click OK.

(Optional) If you also wish to acknowledge new pledges without payments made on the same day that the pledge was created:

Create a selection of all pledges: 
  1. Go to Analysis, Information Library. 
  2. Click Add a new ad-hoc query. Select a source view of Revenue.
  3. Add fields to Include records where:
    1. In the left column, select Revenue. From the middle column, drag Transaction Type into Include records where. Set equal to Pledge.
  4. On the Set save options tab, name your query and check the box to Create a selection. 
Example of what your query will look like:
Query - All Pledges

Create a selection of pledges that do not have a payment on the same day as the pledge was created: 
  1. Go to Analysis, Information Library. 
  2. Click the double arrows next to the query you just created of all pledges.
  3. Click Merge.
  4. In the Query B field, search for and add the query you created of all pledges that have a payment on the same day as the pledge was created.
  5. Under Include records that are in, select A but not in B.
  6. On the Set save options tab, name your query and check the box to Create a selection. 
Example of what your merge will look like:
Merge for Pledges without Payment on Same Date

Add a letter to Acknowledgements and assign the query selection you just created to the letter: 
  1. Go to Marketing and Communications, Acknowledgements. 
  2. Click Add and give your letter a Name.
  3. Next to Selections of constituents that will receive this letter, click Add. Choose the query you just created from the Selections folder on the left and move it to Include these selections in the communication. Then click OK.

(Optional) If you also wish to acknowledge all other pledge payments:

Create a selection of all pledge gift payments : 
  1. Go to Analysis, Information Library. 
  2. Click Add a new ad-hoc query. Select a source view of Revenue.
  3. Add fields to Include records where:
    1. In the left column, select Revenue. From the middle column, drag Transaction Type into Include records where. Set equal to Payment.
    2. In the left column, expand Revenue, then select Application Details. From the middle column, drag Application into Include records where. Set equal to Pledge.
  4. On the Set save options tab, name your query and check the box to Create a selection. 
Example of what your query will look like:
Query - All Pledge Payments

Add a letter to Acknowledgements and assign the query selection you just created to the letter: 
  1. Go to Marketing and Communications, Acknowledgements. 
  2. Click Add and give your letter a Name.
  3. Next to Selections of constituents that will receive this letter, click Add. Choose the query you just created from the Selections folder on the left and move it to Include these selections in the communication. Then click OK.
  4. IMPORTANT: This letter must come after (below) the single combined letter for Pledge Promises & Payments Made on the Same Day in your Acknowledgements process, so that this letter is only sent to pledge payments made after the date of the pledge.

Step #5: Complete the customization of your letters' content and run your Acknowledgements. For more information on the acknowledgement process, please see our related solution: How to run acknowledgements