letter templates

Set up templates for printed letters. A typical example is a welcome letter to print and post to the donor. Generate pdfs for an individual or a group of contacts.

A good welcome pack could include:

• A welcome letter.
• A summary of your activities.
• How to get involved.
• Your contact information.
• Key events or a calendar.
• Donation details.

This video shows a welcome letter example. You can mail merge in name and address. Print out and include with the other items for posting.

If you are rather needing to print a letter for a group of contacts, you would use the Bulk Letters feature. This feature allows you include merge fields and produce a multi-page PDF file.