Automated outreach to organizations that have received funds but not logged into NPO Portal

We've learned that almost 70% of the organizations that have received funds from our donors in the last 12 months have not logged into the NPO Portal to get the donor information, meaning they are not crediting or acknowledging the donors. Half of those organizations don't have an admin registered for the portal, but for the rest of them it would be nice if we could have a regular automated email sent to the admins to remind and encourage them log into the portal to get their donor info and acknowledge them.

This could be a quarterly email sent to the registered admins of any organizations who have received funds in the past quarter or year who have not logged into the portal in that time.

  • Jim W
  • Jul 3 2025
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