In our NGO, we write thank you letters by hand. When I build a search that contains all contacts which donated in the last 2 months, all I can do is send them a Thank-you email automatically. I would prefer matching these contacts (around 200) to staff members (around 20), which will then write thank you letters by hand.

Any ideas how this could be achieved? Do I have to create a CiviRules-action?(https://docs.civicrm.org/civirules/en/latest/create-your-own-action/)

Thank you very much for any help!

  • Kudos to your organization for hand-writing the thank you notes! – Allen Hutchison Jul 17 '17 at 7:22

CiviRules will indeed allow you to automatically create an activity when a new contribution is added. I assume there is an algorithm for which team member should be selected, I think you would need to create a customized action to make that happen!

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  • Okay, i will try that :) – Pascal Wiesmann Jul 17 '17 at 9:57
  • Let me know if you need any assistance writing your own CiviRules action – ErikH - CiviCooP Jul 17 '17 at 13:11

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