Creating Thank You Letters How to create an email that gets sent to all subscribers

• Determine who needs thank you letters
  1. Check who received thank you letters previously by clicking on the LGD view filter you want to update
  2. Move the Last Gift Date content to the First Gift Date filter
  3. Change the Last Gift Date to yesterday's date and save filter
  4. Check SF list against DB list
  5. Manually add missing donors
  6. Make sure all fields needing printing are present and formatted correctly
• Create the Letters and envelopes
  1. Click on your avatar
  2. Click switch to Salesforce Classic
  3. Click on Contacts
  4. At the bottom under Tools click Mass Mail Merge
  5. Select your View: Filter
     1. double check that the contacts are all there.
  6. Select all contacts by clicking the check box next to Name at the top of the list
  7. Click Next
  8. Check Documents, Envelopes and Log an activity…
  9. Select document and envelope
  10. Click finish
  11. Download merge document from Email
  12. Prepend document titles
      1. 1stRecurring_
      2. 1-time_
  13. Upload merge folder to here
  14. Print letters for signing
  15. Print envelopes
• Update the template
  1. Click large gear icon in the the upper right and select Setup
  2. In the Quick Find type/select Mail Merge Templates
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The post Creating Thank You Letters

How to create an email that gets sent to all subscribers

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