Acknowledging Donations & Mail Merge Gift Templates
How to create the mail merge template letters and send thank you letters
How do I acknowledge a donation, in kind gift, or pledge payment?Donations entered through a donation page will automatically generate a thank you email. To learn more about recovering these automatic emails, " How do I send or print a donation receipt? " To manually acknowledge a gift, you must first create at least one acknowledgement lette…7 min readHow do I send or print a donation receipt?A thank you email with transaction information is sent automatically for donations entered through a donation page. You can also manually send a thank you letter/receipt for any transaction recorded in the software. For automatic messages, you can edit this thank you email on th…2 min readHow to Generate Single Acknowledgement Mail Merge LettersYou can use the Mail Merge envelope icon found on the Gifts grid or Gift tab to generate a single letter for a single acknowledgement. This will open a new window that allows you to select your Mail Merge Template. This is a selection of one of the templates created in the Mail…4 min readHow to Generate Multiple Acknowledgement Mail Merge LettersYou will begin by filtering the Gifts grid to identify those gifts you wish to acknowledge. You can add queries like Date, Fund, or filter the Acknowledged column for "False" to show just those gifts which have not been marked as acknowledged. With your filtered list, use the Ac…5 min readWhat is the Mail Merge Queue?If you are creating a large number of mail merge letters, you may see a pop-up message indicating that the mail merge is working in the background and you can recover your letters from the Mail Merge Queue page. You will receive an email when your mail merge is complete. You can…1 min readWhat is a Mail Merge Template?A mail merge template is used to create personalized letters. Mail merge templates utilize mail merge fields, which are identified in the letter with brackets and the word MERGEFIELD preceding the label of the data field used. Mail merge templates are used in several of modules…2 min readHow do I create a Mail Merge Template?From the Mail Merge Gift Templates page in the Fundraising Module, you will find a button on the top left +NEW TEMPLATE. Clicking on the down arrow will reveal an option to click called create new. You can also make a copy of an existing template to create a new template by usin…6 min readMail Merge Letter PasswordIn order to make mail merge letters more secure, any mail merge letters sent directly to a constituent through email are now password protected. When the recipient clicks the link for their document in the email message, they will be asked to enter a password before viewing that…1 min readIs there a limit to how many Mail Merge Templates I can have?No, there is no limit. You can create as many templates as you would like in each mail merge letter library.1 min readWhere can I find mail merge templates?Mail Merge templates are created and stored in the Mail Merge Template letter library pages under CRM, Fundraising, Events, General Membership, and Youth Memberships modules. Choose the library based on which mail merge fields and data you want to be included in the letter. Note…2 min readWhat mail merge fields are available in templates and emails?The mail merge fields associated with your mail merge letter templates or email templates depend on the source of the data, which will depend on the module or how the list was created. When working in the templates within the CRM, Fundraising, Event, General Membership, and Yout…2 min readWhat file format does DonorView create for the mail merge letters?Mail merge letters can be generated as Adobe pdf files or Microsoft Word doc files depending on the delivery option you choose. If Print to PDF is selected, a new browser tab will open with the pdf file. It will be a single letter when only one recipient is selected, or, if mult…2 min readHow do I format a mail merge Amount field?On mail merge letter templates, a mail merge dollar amount field will print with no $ and four decimal places by default. For example, $150.00 will print as 150.0000. To format the dollar amount with a leading $ and only two decimal places, open the applicable mail merge templat…1 min readSample Mail Merge Gift TemplatesThe Mail Merge Gift Template letters are used to acknowledge the following types of transactions: - General Donations - Pledge Payments - In-Kind Donations - Tribute Donations - Matching Gifts - Stock Gifts Attached are examples you can copy and paste into a mail merge template…1 min read