Form Letters are thank you letters or an E-Thank You that can be ‘attached’ to one of several screens in Salsa CRM. For example, you can ‘attach’ a thank you letter to the donation screen. This enables you to select the specific donation thank you letter at the time you are entering a donation – you can even print or email it directly from the donation screen. The Acknowledgment and Honor Postcard letters display on the Acknowledgment Wizard and the Donation Statistics Wizard. There are six Form Letter types: Donation, Acknowledgment, Solicitation, Event, General and Receipt.
Creating a Form Letter is a two-step process:
- Create the letter template in either Salsa CRM’s built-in word processor or the word processor in your computer.
- Add the letter to the Form Letter screen in the Configuration section of Salsa CRM. Once you have completed the steps, your letter will appear on the screen of your choosing.