• Create a gift query. On the Criteria tab, select Installment, Installment Due Date <ASK>.
    • In Mail, click Reminders and use the query created in step 1. Enter the appropriate parameters. When clicking on Preview, Merge, Export, or Print, the Ask at Runtime wizard appears for the query. Select the appropriate operator and value.


      For example, if running pledge reminders for pledges with installments due for a date range, select between and enter the date range.
     
    • Finish the wizard.