Add a Letter

Before you can generate a revenue and tribute acknowledgement process, you must add letters for revenue and tribute acknowledgements.

We recommend creating an acknowledgement form template in Word. The Word form template is the document you merge acknowledgement data with to create acknowledgements to send to constituents.

For assistance with Word merge help, see the Microsoft Word help file. Also, visit www.blackbaud.com for Knowledgebase articles about the merge process with Blackbaud programs.

Note: The system administrator at your organization typically completes this process.

Two types of letters exist: revenue and tribute. When a constituent makes a payment, you send a revenue letter to thank the constituent for the revenue. You send a tribute letter to acknowledgees to notify that a donation has been made for a tribute.

1. To add a revenue letter, go to the Letters tab and select Add, Revenue letter in the Letters grid. The Add a letter screen appears.

   To add a tribute letter, go to the Acknowledgements page and select Add, Tribute letter.

   For information about the items on this screen, see Add a Letter Screen.

2. Select Save. You return to the Letters tab. The data you entered appears in the Letter grid.