Thank You Note Report | Response Status | Respond to Note
The Thank You Note feature lets gift recipients respond to their gift and re-engage with you, the sender. You can view all thank you notes on your Loop & Tie dashboard or in the Thank You Notes report, and respond directly through the portal to track your full gifting lifecycle.
Where can I see all the Thank You notes?
There are two places you can view your thank you notes in the Loop & Tie portal.
On the dashboard
1. Log into your Loop & Tie portal. You should land on your dashboard. If not, choose "Dashboard" at the top of your lefthand panel menu.
2. Scroll down. Thank You Notes appear directly under the "gift utilization" panel
In the Thank You Notes report
1. Click the 'Reports' dropdown on your lefthand panel menu
2. Select 'Thank You Notes'
3. All thank you notes will be visible as an exportable list. You can also see and filter by your response status, filter by sender, and filter by time frame
How do I know if anyone responded to the Thank You note?
A darkened Responded column means you or someone on your team has already replied to that thank you note. If the column is not darkened, the note has not yet received a response.
📝 If you responded directly to the recipient via email, that will not be captured in your Dashboard. We highly recommend you respond via the Dashboard response tool.
How do I respond to a Thank You note?
To respond to a thank you note, navigate to the Thank You Notes report (via Reports > Thank You Notes), then click Respond in the right-hand column.
- Click Respond on the right-hand column of the Thank You Notes report page.
- Once on the recipient activity page, type your reply in the Send a message box at the bottom of the page.
Responding via your dashboard helps you keep track of the entire gifting lifecycle. We recommend managing your responses from here.