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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 ...

Last updated: August 31st, 2018 by Nick Miles

Upload & Configure Templates

Upload and configure custom templates for donation letters, grant letters, scholarship letters, and more. If you haven't built out your templates, you can build them from examples and/or use template documentation for a list of template specific merge fields. Select System Data from the Home page. Select Templates. Click Create. Use the drop-down me...

Last updated: December 3rd, 2019 by Nick Miles

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...

Last updated: August 28th, 2019 by Nick Miles

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 ...

Last updated: March 11th, 2019 by Nick Miles

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...

Last updated: April 24th, 2019 by Nick Miles

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...

Last updated: April 24th, 2019 by Nick Miles

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...

Last updated: August 31st, 2018 by Dana Kinsey

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...

Last updated: August 31st, 2018 by Dana Kinsey

Template Merge Field Options*

To view general merge fields and merge fields applicable to specific templates click here . ...

Last updated: May 22nd, 2018 by Dana Kinsey

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 ...

Last updated: March 8th, 2018 by Dana Kinsey

Template Overview

Use Templates to personalize letters for bulk mailings. When you have letters to send to contacts who are in your Profiles you can use Templates. When you set up Templates you can generate unique letters by using letter specific "fields" to insert data through a mail-merge type process. Each letter that is produced will have identical layout, format...

Last updated: September 10th, 2019 by Dana Kinsey

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