Using Thank You Letters

 

We support the ability to generate thank you letters to send to your auction donors. Due to the wide range of content you may wish to add to your thank you letters, we have attempted to make our system very robust and open to your creative efforts. As such, you are initially presented with an editor that controls your entire letter space. 


Donors that Donated Multiple Items: If you have a donor that has donated more than 1 item, only 1 thank you letter will be generated for that donor. The items will be displayed in a bulleted list. 


Create your Thank You Letter

Within the Content area, compose your thank you message. The message you type will be used for every donor. You can use the shortcodes mentioned below to customize the letter for each donor.


To help you get started, we will insert a template if nothing currently exists. When you make changes, we will automatically save your edits so you never have to worry about losing your changes as you tweak your letters.

NOTE: Press enter to go to the next line with more spacing. Press Shift + Enter to go to the next line with smaller spacing. 

Shortcodes

To add dynamic elements such as donor name, item(s) donated, fair market value etc., be sure to use the Shortcode insert tool in the editor toolbar. It can be found in the second row, all the way to the right. 


These short codes are replaced with the donor's unique information. 


Available Donor Shortcodes:


The Donated Items and Donated Items with FMV will be displayed as a bulleted list for donors with more than one item. 

Donated Items Shortcode: 

Note: This information is pulling from the Donated Items field under Donors > Manage Donors. If this is left blank, the items will not be pulled with this shortcode.


Donated Items with FMV Shortcode: 

Sample Thank You Letter:


Generate Letters

When you're ready and have your message composed, you can choose a font and choose a filter you want to generate letters for. Each Filter will have a number of donors that qualify within each filter. If you are looking to generate letters to all donors, click on 'Donor Name', or the filter with the highest donor count.


Once you have chosen a font and filter, click Generate Letters. We currently have a single standard theme.


This will open a new window with all your thank you letters. It may not look like it, but when printed, each donor letter is contained on it's own 8.5 by 11 sheet of paper.

NOTE: As the pop up states, any changes you make at this point before printing will not save, it is only for last minute changes.  

When you're ready, just choose the Print button on the top right side of the page and format your printing preferences.


Tips/Notes: 

  1. You can edit your rendered thank you letters before printing. Just tap or highlight the text you want to edit and have at it. These will not save your edits, but will allow you to clean up a few things before printing.
  2. We recommend Google Chrome to print your thank you letters. You can click on More Settings in your print preview and turn off Headers and Footers to remove the URL references.

Chrome Print Dialog


Are you interested in emailing your donors thanking them for their donation? 

Click Here to read this best practice.