Templates Overview
System Administrators can use Templates to automatically populate recipient specific information into letters produced in CommunitySuite. Recipient specific information is pulled into Templates using Merge Fields, similar to a mail merge between Microsoft Excel and Microsoft Word. Templates that can be added to the system include: Donation Letters ...
Upload a Template
Navigate to System Data. Select Templates in the left-side menu. Click Create. In the Upload Template File window: Select the Type of Template. To have all awards made to a recipient consolidated into one letter, click Advanced. (For Grants and Scholarship letters only.) Click Choose File and locate the Template on your computer. Enter a Description...
Build Templates from Examples
Navigate to System Data. Select Templates from the left-side menu. Click Examples from the left-side menu. Click the Name of an Example Template. The Example Template will download to your computer's Downloads folder. Customize the Example Template for use, or copy and paste Merge Fields from the Example Template into an existing Template. Note: In...
Template Documentation
Template Documentation shows the merge fields associated with each Template type, and displays real data from your site next to each merge field. Template Documentation can be helpful for identifying where in your site a specific merge field is pulling data from. To access Template Documentation (for all templates besides Fund Statement): Navigate ...
Assign Funds to a Template
You can assign one or more funds to a template. This can be helpful when creating fund specific templates. To assign a fund to a template: Navigate to System Data from the Home page. Select Templates from the left-side menu. In the Templates window, click the Template ID of the relevant template. Select Add Fund from the left-side menu. In the Add F...
Assign Donation Types to a Template
Navigate to System Data from the Home page. Select Templates from the left-side menu. In the Templates window, click the Template ID of the relevant template. Select Edit Donation Type from the left-side menu. In the Template Donation Types window, click the checkbox next to the Donation Type(s) that you want to add to the template. Click Update. If...
Assign Payment Methods to a Template
Navigate to System Data from the Home page. Select Templates from the left-side menu. In the Templates window, click the Template ID of the relevant template. Select Edit Payment Method from the left-side menu. In the Template Payment Methods window, click the checkbox next to the Payment Method(s) that you want to add to the template. Click Update....
Update a Template*
You can update an existing template within the template record: You can add a new version of the template letter by selecting Update File in the left side menu. You may also view and restore past versions of the letter template by click Versions in the left side menu then clicking [Make Active] next to the applicable version. You can delete obsolet...
Create a Yearly Tax Receipt*
Create a Year-End Donation Tax Receipt to print or email to your Donors. This document will contain all donations made by the selected donor for the year. Go to System Data from the Home page Click Templates from the left menu Select Examples Choose the Yearly Tax Receipt template and Download it to your computer Edit the template with your messagin...
Managing Templates*
Upload as many templates as you need for each type of communication, however, you will need to make one the Default template for each communication type and you can identify specific transactions that will trigger the use of a certain template. To make a Template the default Template, Go to System Data Pick Templates from the left-hand menu to see ...