If you prefer to send out acknowledgments via direct mail, you can use our built-in 'Write Letter' feature to help you craft your message and even print them out in bulk!
Step 1: Navigate to our Direct Mail editing tool
Under the 'Acknowledge' column, next to the donor you wish to thank, you should see an exclamation mark highlighted in orange. Click on it to open a drop-down menu and select 'Write Letter'.
Our direct mail editing tool should then load a basic acknowledgment letter from one of the available direct mail acknowledgment templates
Step 2: Customize your settings and craft your message
You can make any edits to the text (including formatting edits) by clicking the 'Edit' button in the top left corner of the template. You can also adjust the margins of the letter by clicking the 'Edit Margins' button – that way, your images or text will not get cut off when your letter is printed.
You can also adjust the setup options, such as the subject line of the e-mail, by clicking the 'Setup Options' button towards the top right of the screen.
Step 3: Download your letter and print out a copy
Once you are satisfied with how your letter appears, click the orange 'Download' button in the top-right corner and select 'Download Letter PDF'.
This will download a copy of the letter to your computer as a PDF, for you to review and ensure it is perfect! You can always edit the draft and re-download it with the updated copy.
Once you have printed the final copy of your acknowledgment letter, you will want to check the 'Mark as acknowledged' box before clicking 'Save & Exit' at the top of the screen.
A check mark highlighted in green should now appear next to that donation record (if you hover over it, it will read 'Marked as acknowledged').
