Content Comparison

Apsona Report Name

Sub list report

Template

Salesforce Email Template

Button

Stakeholder Team

Description

Note

Receipt - Email

USYD_New Standard Receipt Template - Aug 26th _ 2022.docx

Email Receipt

No

Gift Administration

Run weekly by GA team in Apsona to generate and send receipts to donors

Be very careful in prod it sends mass email to donors

Receipt - Non-Email

USYD_New Standard Receipt Template - Aug 26th _ 2022.docx

-

No

Gift Administration

Run weekly by GA team in Apsona to generate receipts for donors to print and post

Reprint Receipt

USYD_New Standard Receipt Template_Reprint - Edited - BP.docx

-

No

Gift Administration

In case donor request for a receipt again

Consolidated Receipts - Email

USYD_Consolidated Receipt Template_Updated.docx

Consolidate receipt

No

Gift Administration

Run annual receipts for donors and email

Be very careful in prod it sends mass email to donors

Consolidated Receipts - Non Email

USYD_Consolidated Receipt Template_Updated.docx

-

No

Gift Administration

Run annual receipt for donors and post

Reprint Consolidated Receipts

USYD_Consolidated Receipt Template_Reprint.docx

-

No

Gift Administration

In case donor request for a receipt again

Receipt - Grant - Non Email

Grant - Acknowledgement - Feb 2023 (3).docx

-

No

Gift Administration

Generate Non-Tax deductable payment acknowledgement to print and post

Receipt - Grant - Email

Grant - Acknowledgement - Feb 2023 (3).docx

TBC

No

Gift Administration

Generate and email non-Tax deductable payment acknowledgement for grants to print and post

Waiting for the salesforce email template to be created

Dues

USYD_Standard MembershipTemplate2.docx

-

Gift Administration

?

Payment and Reminder (Grant - Pledge)

USYD_New Standard Payment Form - Pledge - BP.docx

USYD_New Standard Payment Form- Grant - BP.docx

-

No

Gift Administration

Run weekly to Send reminder to donors to pay their pledges on time

-

Event Brief

EventBriefDetails

USYD _Event Brief _BP.docx

-

Yes

Prospect Development

Generating a document with the attendees’ details in the system

Mass Event Brief

EventBriefDetails

Usyd - Event Brief - Mass Event - Final.docx

-

Yes

Prospect Development

Generating a document with the attendees’ details in the system