Skip to content
iDialogue Docs

NPSP Batch Definition Settings

Common batch definition settings for batch generating end of year donation letters.

Batch Definition

SELECT Account Households with a donation last year.

SELECT Id, Name,npe01__One2OneContact__c,npe01__One2OneContact__r.Email FROM Account where npo02__OppAmountLastYear__c >0

Email To Field (Recipient ID): npe01__One2OneContact__c

This will appear if the image fails to load

Batch Letter Template

For the table of opportunities, filter the query to just donations received last year.

SELECT {fields} FROM Opportunity WHERE AccountId='{Id}' AND CloseDate=LAST_YEAR ORDER BY CloseDate DESC

This will appear if the image fails to load