Article
How To: Create a new Letter

    How To: Create a new Letter

    A Letter in Causeview is a set of additional merge fields used to change the content of an email acknowledgement. Email acknowledgement templates are configured to accommodate letters. When a letter is not used, Causeview sends the email acknowledgement template as is and will still attach a .PDF tax receipt.

    1) Search for existing Letters
    2) Create a new Letter
    3) Edit an existing Letter
    4) Specify a Letter for an Appeal/Event
    5) Specify a Letter during Gift entry

    Search for existing Letters

    The first step when creating a new letter is to always check if the letter already exists in Causeview. This step is very useful for keeping your information in Causeview clean and manageable.

    You can search for a letter using the global Causeview search box on top of the page. As you enter a value in the search box, Causeview will attempt to auto-complete your search with information you have recently viewed within the application. This can be helpful if the letter you are searching for is already in Causeview. 

    If Causeview doesn’t suggest a letter, you can search for any records that match the value you entered. It’s a good idea to use a wildcard in the form of an asterisk (*) at the end of the name to search for anything saved in Causeview that begins with that name. For example, if you would like to search for a letter called "One-Time Gift Acknowledgement", you can try entering One*. This will display all records in the application that begin with "One".

    If the letter does not already exist in Causeview, you can create a new letter.

    Create a new Letter

    Navigate to the Letters Tab. If you do not see Letters in your tab ribbon, click on the + at the end of the tab ribbon. This will display all tabs within the application and you should see Letters as a listed tab.

    Click on "New" found on top of the page.

    Enter a name for the letter. You may also provide a brief description.

    Next, enter the information you would like merged into your email acknowledgement. Once finished, click on "Save".

    Field Name

    Description

    Logo

    Can be used to insert an image that usually appears on top of the email acknowledgement. Enter a link to a hosted image.

    Email Subject

    Enter the email subject to be used.

    Fund Name

    Can be used to specify the fund or program name.

    Introduction Text Block (Rich Text)
    Body Text Block (Rich Text)
    Custom Rich Text 1
    Custom Rich Text 2
    Custom Rich Text 3

    Additional merge fields that can be used to populate the email acknowledgement. These are rich text fields that provide you with additional formatting options.

    Signature (Rich Text)

    Specify a signature to be used for the email acknowledgement.

    Edit an existing Letter

    Locate the letter you would like to edit (see Search for Existing Letters at the beginning of this article) and click on the "Edit" button on top of the letter.

    Specify a Letter for an Appeal/Event

    You may specify a default letter to be used for an Appeal or an Event. This is useful when you want to standardize the email acknowledgement that is sent for gifts allocated to the Appeal or Event.

    To specify a letter when creating an Appeal or Event, simply click on the look-up icon beside Letter.

    Enter the name of the letter you are searching for, select "All Fields" under the search box and click on "Go".

    Select the letter from the results by clicking on the letter number.

    The letter you selected now appears in the Letter field. Click on "Save".

    If you would like to change the letter specified for an Appeal/Event or if you would like to specify a letter for an existing Appeal/Event, navigate to the Appeal/Event and click on "Edit" on top of the page. This will take you to an edit page for the Appeal/Event where you can search for a letter.

    Specify a Letter during Gift entry

    You may specify a letter to be used for the email acknowledgement when entering a gift. This can be done in both the New Gift Interface and Gift Batch.

    If you leave the letter field blank during gift entry and allocate the gift to an Appeal/Event where there is a default letter specified, Causeview will automatically populate the Letter field with the default letter associated with the Appeal/Event.

    However, if you specify a letter in the Letter field during gift entry and allocate to an Appeal/Event that has a default letter associated with it, Causeview will keep the letter you specified for the gift and will not use the default letter associated with the Appeal/Event.

    To specify a letter to be used during gift entry in either New Gift Interface or Gift Batch, simply click on the look-up icon beside Letter and search for the letter you would like to use. Then populate the rest of your gift information.

    How To: Create a new Letter
    Receipts & Acknowledgements
    4,033
    0