How to Create a Receipt Letter Template

1. You will need to have a template created before you can send a mailing. From the main navigation, hover over Mailings, scroll down to Templates, and select Letter Templates.

2. Next, select ‘Add Letter Template’.

3. Fill out the information at the top. Name the Letter Template, choose whether it is Active, and select the Template Type: Receipt. Entering a Description is optional.

NOTE: The Template Type that you choose will affect which type of fields that you are able to add in the letter. The ‘Receipt’ Template will provide the contact and gift screen field options.

4. Then, write your letter. You can adjust your text using the toolbar (Ex. font, size, bold, italic, underline, justification, etc.). Add the fields that you would like to pull from Eleo to appear in the letter.

5. Once you are done, select ‘Save’ on the top right.