Assign Donation Types to a Template

Written by Nick Miles

Last published at: April 24th, 2019
  1. Navigate to System Data from the Home page.
  2. Select Templates from the left-side menu.
  3. In the Templates window, click the Template ID of the relevant template.
  4. Select Edit Donation Type from the left-side menu.
  5. In the Template Donation Types window, click the checkbox next to the Donation Type(s) that you want to add to the template.
  6. Click Update.

If system transactions meet your selected criteria, the template will be used. Otherwise, the system will use the default template for that letter type.

Note: 

  • The Edit Donation Type option is only applicable to Donation Letter templates.