Templates Overview

Written by Nick Miles

Last published at: September 4th, 2018

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
  • Event Ticket Receipts
  • Fund Statement Grant Letters
  • Internal Grant Letters
  • In honor of..Memorial Letters
  • In memory of...Memorial Letters
  • Scholarship Letters
  • Yearly Tax Receipt Letters
  • Pledge Payment Letters

To view general Merge Fields and Merge Fields applicable to specific Templates click here.