In This Article:

    Form Letters: Adding a New Thank You Document Template for Email

    In This Article:

      IMPORTANT NOTE: E-Thank Yous can only be generated using

      The process for creating an email thank you (E-Thank You) is the same as the process described above. Please follow Steps 1 – 7 in the previous section. Once you have completed those steps, continue with the steps listed below.

      (Notice that in the following example, the document name for the form letter is different, January 2010 ETY.)

      1. Select the Delivery Method of Email.

      2. Once you have selected Email as the Delivery Method, you will see the ‘Add Form Letter to Screen’ pop-up changes slightly.                                                                            

      3. The Select Email Content button allows you to select the document to be used as the body of the email and works in the same manner as the Select Document button in the previous section. 

      4. When the Document Search window opens, you can place your cursor in the Description field and type the Name of the document you stored in the Word Processor and select the proper Document Type.                                                                                                                                    

        REMINDER: Documents created to be used as an E-Thank You need to be a document type of either .txt or .html.   

      TIP: If you don’t remember the name, you can select the proper Document Type and then select the Search button. This will return all documents of the type you selected.

      1. Select Search.

      2. Double click on the desired document. That document name now appears on the ‘Add Form Letter to Screen’ pop-up window.

      3. If you have an attachment for the E-Thank You, choose the Select Attachment button and follow the same steps as above to select the proper document. (Email attachments can be .rtf, .doc, .txt or .html document types.) Press Save.

        The image to the right shows both an email content document and an attachment document having been selected for this form document.                                                                                    

      4. When selected, the Convert Attachment to PDF will convert the selected attachment to a PDF for the email recipient. (When they receive the email, the attachment will appear as a PDF rather than a .rtf, .html, .txt or .doc.)

      5. Enter the appropriate From Address, and if necessary CC Address and BCC Address.

      6. An Email Subject must be entered.

      7. An Attachment Name is not required, however if you have an attachment selected, you may want to

        create an attachment name, otherwise the email recipient will see just the file name.

      8. The image below shows the document, January 2010 ETY (highlighted in blue), as being an option in the dropdown list of the Letter field on the donation screen and having been set to be sent as an email.  

      NOTE: The image above shows the documents available on the donation screen. The document type (Mail or Email from the Delivery Method option described above) is designated with either a Print icon which indicates standard mail or with the Email icon , indicating that the selected document is meant to be emailed to the donor.

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