Sending out letters in MyGiving.Online Dashboard | Scribe

    Sending out letters in MyGiving.Online Dashboard

    • Gulfaran |
    • 17 steps |
    • 45 seconds
    1
    Navigate to [https://www.mygiving.online/dashboard](https://www.mygiving.online/dashboard)
    2
    Click "Events"

    Send confirmation letter for a new event

    3
    Click "Add New"
    4
    Click this text field.
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    Click "Select Charity..."
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    Click "Select branch..."
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    Click here to choose the person the confirmation letter needs to be sent to
    8
    Click this dropdown to choose the letter to send/generate the letter
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    If the contact has an email address they will receive the letter via email otherwise a PDF document will appear for you to print or save

    Send a Letter for an existing appeal

    9
    Click "Contact History" on the "Events" page after selecting the appeal from the left hand side
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    Click "Add Contact"
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    Click "Select contacts . . ." to choose a contact associated with the appeal to send the letter. You can choose multiple people if needed
    12
    Set the date the letter was or is due to be sent
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    Click this dropdown to indicate the type of letter you are sending
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    Click this dropdown to select the letter you wish to send
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    You can check the option "Send letter via email automatically where possible" to send the contacts that have an email address the letter via email
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    You can choose to create a pdf document to print or save in order to email the letter manually or send it in the post
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    If the letter is due to be sent in the future you can have MyGiving send you an email on the day to remind you to send it out. The email will contain a pdf copy of the letter and/or inform you that emails have been sent.