Auto-Process automatically assigns contributions to a Pledge Drive based on fund/sub-fund combinations and contribution dates. There are two types of Auto-Process:
Auto-Process One
Auto-Process One captures all contributions that match a fund/sub-fund combination within the date range of a Pledge Drive, regardless of whether they are recorded at the household or individual level. These contributions are automatically associated with the correct Pledge Drive.
Things to Consider:
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The system searches for contributions where the fund/sub-fund combination matches an active Pledge Drive and the received date falls within the pledge date range.
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Once identified, these contributions are automatically attributed to the Pledge Drive.
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Contributions already associated with a Pledge Drive will be skipped.
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The process runs every 15 minutes, so updates are not instantaneous.
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If multiple Pledge Drives have overlapping dates, funds, or sub-funds, contributions will only be attributed to one of them.
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Contributors do not need to have a pledge on record for contributions to be updated by this process.
Auto-Process Two
Auto-Process Two functions similarly to Auto-Process One but requires that the contributor has a Pledge on record.
Key Differences from Auto-Process One:
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The contributor must have an active Pledge at either the household or individual level.
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The system verifies that the contribution matches the same level (household or individual) as the contributor’s Pledge.
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Contributions are assigned based on the Pledge date range, not the Pledge Drive date range.
Enabling Auto-Process
Follow these steps to enable an Auto-Process for associating contributions with a Pledge Drive:
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Submit a support ticket through the Customer Portal or email F1Support@fellowshipone.com.
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Provide the name of the Pledge Drive.
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Specify whether you would like Auto-Process One or Auto-Process Two enabled.
Additional Notes:
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Auto-Process can be enabled for all Pledge Drives moving forward. However, ensure that pledge drive dates, funds, and sub-funds do not overlap to prevent conflicts.
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When enabled, Auto-Process updates contributions that are 30 days old or less.
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To update contributions older than 30 days, include this request in your support ticket.
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