Add the membership card format to the Letter Template Library

1. From Marketing and Communications, under Configuration, select Letter template library. The Letter Template Library page appears.

2. On the action bar, select Add. The Add letter template screen appears.

3. Enter a name and description for the membership card format.

4. In the Letter type field, select “Membership card.”

5. In the Output format field, select “Membership card output.”

6. Next to Letter, select Choose file. The Open screen appears. Browse to the membership card format you previously created, select the file, and select Open. You return to the Add letter template screen and a link to the document is displayed.

   Note: To view and edit the document, select the document link. If you have a compatible version of Microsoft Word installed, the membership card format opens and you can view and edit it as needed.

7. Select Save. You return to the Letter Template Library page and the document is listed in the Membership card section. The membership card format is now saved in your database and can be selected when creating personalized card formats for constituents.