Donation: Can send donations marked for acknowledgment (not receipt, just "thank you letters") to this type of letter.Constituent: You can send a letter in this category to a Constituent Smartlist or a Constituent Mailing List.The type of letter you choose will determine what type of Smartlist or Mailing List can be applied to this letter. Next, select the letter type from the following list. Uncategorized: General fields but not specific to payments or pledges.Receipts: Constituent fields, payment fields, and receipt fields.Thank-You Letters: Fields related to constituents and payments, but no official receipt fields such as receipt number, date of receipt, etc.Welcome Letters: General fields related to constituents, but not payments.The category that you select will determine the fields that are available in the letter template.
#MAILINGS ENVELOPES SERIES#
When you click to add a letter, you will be presented with a series of options with which to create the letter: To create a new mailing template, first click on "Manage Letters" and then click on the (+) sign as highlighted below. The type of letter that you select determines which merge variables (fields) are available for the letter. You can also manage the templates that you have previously created. There are also options to create and customize headers and footers. Manage Letters: This is the area in which you can create and edit mailing templates based on letter or email type.Mailing Lists: Within this area, you can create ad hoc mailing lists.You must first create a mailing template and a mailing list (or Smartlist) in order to create a mailing. Create Mailing: When you click into this area, you can execute mailings with previously created templates and mailing lists.Within the Mailings area, you can see several features: There are several areas to familiarize yourself with before sending a mailing.īelow you can see the Mailings area, which you navigate to by clicking on the Mailings button on the left side of the page. Viewing Past Receipts and Reissuing a Receipt.Sorting and Printing Envelopes and Labels.
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