Tips for the Donor Email and Letters Sections
Email Section:
Purpose:
To send out email communications to donors and contacts.
Send Communication
Bulk Communications is where the bulk email and letter area is located. This function has been combined with the mailchimp feature. To send emails see the Settings Communication area to connect your Mailchimp account. (Also, see Donor Details to add donor option/subscriptions for any grouping of emails, letters, promotions and more.)
Letters Section:
Purpose:
To generate letter communications for donors and contacts.
Send Communication
To print a personalized letter, select your contact(s) and click the "generate letter" button. A modal will open and then select a template or a saved letter then click "generate". (Once you have created a letter from the blank template, it will download.)
If you do not have a template already uploaded, please review the tips in the modal for a mailmerge, create a letter in Word and upload it as a template.
