Sending Thank You Letters for Events
- Gulfaran |
- 18 steps |
- 2 minutes
Alert! Donations must be associated with a staff member to send out thank you letters
1
Navigate to [https://staging.mygiving.online/](https://staging.mygiving.online/)
2
Click "Events"
3
Click this text field to then search for an event
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Or scroll through the events list to find the event and click on it to select it
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Click "Contact History"
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Click "Add Contact"
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Click "Select contacts . . ."
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And choose the contacts you wish to send a thank you letter to
Tip! The letter generated will contain only donations assigned to the contact person and not the overall event
9
Click "Date" and enter the date for when you want to send the letter. Put todays date if it is to be sent straight away
10
Click this dropdown and choose "Thank you letter" this is not necessary for sending the letter but is required for accurate record keeping
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Click the "Comment" field and type anything you believe necessary about the letter you are sending
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Click this dropdown and choose the letter you wish to send. This can be used to send any kind of letter you have created and not just thank you letters.
e.g. Advanced Lit
How you create/edit a letter is outlined at the end of this section
13
Click this checkbox if you have an email address for some or all of the contacts selected and wish to send the letter straight away via email
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Click this checkbox if you want to generate a printable version of the letters as a pdf generated as soon as you click save
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Click this checkbox if you want to be reminded on the date you has set in step 9 above to contact the selected contacts. The reminder is sent via email to your email set under your user profile.
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Click "×" to cancel the contact record or click save to commit it
Creating/Editing Letter templates
17
Click "Admin" > "Masters" > "Administration Letter"
