Separate, non Follow-Up form to Collect Thank You Notes from Students

The current methods of collecting and delivering specific thank-you notes to donors from students are often difficult. We'd like to see a system where a dedicated thank you note form can be configured and assigned to the student per opportunity and as needed and attached to the request, eliminating the need to use follow up forms. The choice between having fewer common follow ups (general thank you) and a large number of opportunity-specific follow ups (to get a specific follow up) is not a great one. A dedicated way of exporting these or emailing a donor directly would also be welcome.
Comments
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Hi @MichelleBrown!
Be sure to submit your suggestion to ldeaLab so our product owners and engineers see it and can consider it! Here is the How-To link!
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Michelle this is a great (and timely) discussion. We've been having lots of Thank You note conversations with clients. Our team presented a webinar on Merge Templates and some options for exporting Thank You information. You can view that recorded webinar here https://hub.foundant.com/glm-client-webinars/scholarships-follow-up-merge-template-workflows
I recognize this doesn't solve the issue, but does present the options currently available in SLM/UA.
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For anyone who is interested this idea, here is the IdeaLab post!
Mike deHilster
Client Success Consultant | support@foundant.com| Foundant Technologies
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