Acknowledging gifts and sending personalized communications are key to building lasting donor relationships. This video introduces the tools available in EveryAction to help you manage printed thank-you letters, mail merge templates, and year-end gift receipts—making sure each supporter gets the right message at the right time.
In this video, you’ll learn:
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How to use mail merge templates for acknowledgements: Upload and manage thank-you letter templates for different gift types (e.g., contributions, attributions, soft credits) using Word files in .docx format.
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How to automate acknowledgements using source codes: Assign templates to specific campaigns or donation sources so the correct letter is automatically selected for each gift.
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How to track and send year-end gift receipts: Easily manage year-end tax receipts via email or printed mail merge, and ensure every donor receives a summary of their contributions—just like in Salsa CRM and Engage.