Tip:
Highlight text to annotate it
X
0:00:00.000,0:00:02.033
Hi, this is Paula from Blackbaud.
0:00:02.033,0:00:06.000
To help with the configuration of revenue
acknowledgements and reminders,
0:00:06.000,0:00:09.033
we made several enhancements to
communication letters in this release.
0:00:09.033,0:00:16.066
In this video, we’re going to look at
acknowledgements, but the process is the
same for Reminders.
0:00:16.066,0:00:20.066
From Marketing and Communications, select
Acknowledgements under Donor relations.
0:00:22.033,0:00:24.066
When you add letters to a communication,
0:00:24.066,0:00:30.000
you can now select whether to export the
recipient information as a CSV file or to write the
letter yourself in Microsoft Word.
0:00:30.000,0:00:34.066
To add a letter, click Add.
0:00:35.033,0:00:39.033
On the Acknowledgements screen, click
Continue under Letter recipients.
0:00:41.000,0:00:45.066
When you select Merge recipient information
with a letter,
0:00:45.066,0:00:50.033
Altru merges the recipients you selected with
the mail content you create in the HTML
Content Editor.
0:00:50.033,0:00:56.000
After you run the mailing, you can use the
Microsoft Word version of the letter to send to
each recipient.
0:00:56.000,0:01:02.033
If your mailing contains multiple letters, a .ZIP
file is created with a Microsoft Word document
for each letter.
0:01:03.000,0:01:08.000
When you select Export a .CSV file of the
recipient information and run the process,
0:01:08.000,0:01:13.033
Altru generates a CSV file of your recipient
information and the merge fields you select.
0:01:13.033,0:01:20.066
You can then send this file to a mail house to
create the mailing, or manually export to
Microsoft Word to create the mailing yourself.
0:01:22.000,0:01:26.000
The revenue acknowledgements and reminders
processes now include default merge fields,
0:01:26.000,0:01:31.033
which allow you to personalize your letter
content with information commonly used with
the communication.
0:01:31.033,0:01:34.000
Click Preview to see the default merge fields.
0:01:34.000,0:01:38.066
You can also click Edit merge fields to select
the fields you want to use in your letter.
0:01:41.033,0:01:43.066
To edit the merge fields in your letter,
0:01:43.066,0:01:50.066
first select the field category, then move the
fields you want to use to the Selected Fields
column using the right arrow.
0:01:51.033,0:01:53.033
Click Save when you’re finished.
0:01:55.033,0:01:55.066
For more information about this and other new
2.94 features,
0:01:55.066,0:01:58.066
For more information about this and other new
2.94 features,
0:01:58.066,0:02:03.000
check out the new features guide found on the
how-to documentation page on Blackbaud.com.
0:02:03.000
Thanks for watching!