The weekly summary email
Every Sunday morning, Owners and Admins get a one-page email: what came in this week, new pledges and people, the largest gifts, and what needs attention.
- 1
Open the settings
Go to Settings → "Amounts & messages" and find "Weekly summary email".
Weekly summary settings. - 2
Turn it on or off
Tick or untick "Send the weekly summary".
On or off for the whole organization. - 3
Add others
In "Also send it to" type extra emails (for example board members), separated by commas.
Extra people who should get it. - 4
Save
Press "Save settings" at the bottom.
Save at the bottom. - 5
See a sample now
Click "Email me this week's summary now" to get one right away.
Get a sample now. - 6
What's inside
Raised this week (compared with the week before), number of gifts, new pledges and new people, totals by payment type, the largest gifts, and what needs attention: declines, card problems, past-due pledges, checks not deposited, grant deadlines and approvals waiting.
Tips
- Each Owner or Admin can turn it off just for themselves in My account.
- The monthly health report goes to the same people.
If something isn't working
It didn't arrive on Sunday.
Check spam, and that "Send the weekly summary" is ticked. Use "Email me this week's summary now" to test.
A board member wants to stop getting it.
Remove their address from "Also send it to" and save.