Add Letters for Packages

Before you can generate a marketing effort process, you must add the letter to use with the process. Before you add a letter, we recommend you create a template for the letter in Microsoft Word. The program can then merge information from your database with the template to generate letters specific to each recipient. For assistance with the merge process in Word, see the Word help file or visit www.blackbaud.com for Knowledgebase articles about the merge process with Blackbaud programs.

You can create letters to use with your packages for appeals and acknowledgements. You can also create letters for packages to support your membership and sponsorship programs.

1. From Marketing and Communications, select Letters and documents and then View letters and documents. The View letters and documents page appears.

2. Select the applicable Add task. For example, to add a marketing acknowledgement letter, select Add marketing acknowledgement letter. The Add marketing acknowledgement letter screen appears. For information about the items on this screen, see Add Letter Screen.

3. Enter a unique name and description to help identify the letter.

   Note: For an acknowledgement letter, select whether the letter includes a receipt for the acknowledged donation.

4. In the Export definition field, select the export definition to use with the letter. The export definition determines the fields available to merge with the Microsoft Word template used with the letter.

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

5. In the Word template field, select the green arrow and browse to the Word document to use as a template for the letter.

6. To restrict use of the letter to only specific sites at your organization, in the Site field, select the sites to use the letter. A letter can be used with only mail packages assigned to the same sites.

7. Select Save. The Letters and Documents page appears, open to the Letters tab.