Add Letter Screen

Name

Enter a unique name to help identify the letter.

Description

Enter additional information to further identify the creative, such as an explanation of its content or intended recipients, such as “Only use for Annual Fund donors.”

Letter includes receipt

For an acknowledgement letter, this checkbox appears. To include a receipt for the donation with the acknowledgement, select this checkbox.

Export definition

Your system administrator configures the export definitions available for use with letters. The export definition determines the fields available to merge with the Microsoft Word template to generate the letters.

To view the fields available to export, select the Preview tab of the marketing effort process or view the header row in your *.csv file after you run the process.

If you select a site in the Site field, only export definitions assigned to the same site are available for selection.

Word template

This field displays the Microsoft Word document file used as a template for the letter. To use a Word document from your hard drive or network, select the green arrow and browse to the Word document to use as a template for the letter.

To edit the document file, open the document in Word. To use a different document file, select Clear and then choose the file to use.

After you save the letter, to open the document in Word, select its link when you edit the letter, or select the down arrows next to the letter name on the Letters and Documents tab and select View template on the action bar. For information about how to select a different template for a saved letter, see Update the Microsoft Word Template for a Letter.

Site

System administrators can establish security access to letters based on site. When you select one or more sites in the Site field, only users associated with the selected sites can access the letter.