In This Article:

    Sending Pledge Reminder Letters through the Pledge Reminder Report

    In This Article:

      DonorPro makes it simple to send pledge reminder letters to your constituents – without running a query.

      1. Run the Pledge Reminder Report according to your needs.

      2. Once you have configured the report to your specifications, simply select the Mail Merge button at the bottom of the left-hand panel and the word processor screen will open.

        NOTE: When you select the Mail Merge button, the matching donation information is not included in the results.

        Select the appropriate letter for these recipients by using the Select Document button and continue as you would with a mail merge.

        NOTE: The Word Processing option you selected under Tools > Options > Word Processing tab will determine if DonorPro’s built-in word processor or’s word processor will open when you select to run a mail merge from this report.

        For more information on running a mail merge, please refer to the appropriate Word Processing section of this manual.

        TIP: You can also create thank you letters (form letters on the donation screen) that will list pledge details. If you are using’s word processor, you have two pledge specific tables that you can include in your letters to your donors. You will find, under the DonorPro menu option, the Insert

        Table option which includes Pledge Installment Table and Pledge Installment Table 2 options.

        The Pledge Installment Table includes the details of the original pledge:           

      The Pledge Installment Table 2 includes the details of payments made and payments to be made:  

      NOTE: These tables can only be used on documents that have been assigned as Form Letters to the donation screen AND are used on the original pledge record, not pledge payments.

      Was this article helpful?
      0 out of 0 found this helpful
      Have more questions? Submit a request



      Please sign in to leave a comment.