Reminder Letters

When you set up a reminders process, you create or select the letters it uses. You can use multiple letters for reminders, such as to target donors differently based on revenue activity. On the Reminders page, you can add and manage the letters used with the process from the Reminders tab.

Under Letters, the letters used with the process appear. For each letter, you can view its channel, whether its recipients include inactive constituents, and whether it includes content for each channel. You can filter the letters that appear by channel. To filter the grid, select Filter on the action bar, select the channel of the letters to view, and select Apply. To remove the filter, select Reset.

Note: The order in which the letters appear under Letters determines the order in which the process generates them for donors. For example, you can arrange to letters so the process generates letters for major givers and board members before you generate the letter used as a general reminder for all other donors. To adjust a letter’s position in the order, select it in the grid and select Move up or Move down as necessary.

From the grid, you can view and manage the letters used by the process.