How to Create a Thank You/Receipt Mailing from the Home Screen

NOTE: This is a 3-step process initially, and then in the future it will only be the last part.

Part 1: Create Template

Part 2: Set Customer Defaults

Part 3: Create Mailing

Part 1:

1. On the Home screen, you have the ability to not only view gifts, but also create a thank you/receipt mailing from here as well. In order to have the ‘Create Mailing’ button on the Home screen (as shown below), you must first create a Mailing Template. You will need to decide if you would like the template to be an Email, Mail Merge, or Letter template. (To create a Mail Merge template, see Step 2.)

2. Hover the ‘Mailings’ tab, scroll down to templates, and then select the Template Type you would like to create.

3. In this example, I will choose a Letter Template.

4. Click on the ‘Add Letter Template’ button to create a new template. If you need help creating your template, please contact our Eleo Support Team.

5. Once your Mailing Template is created, you can proceed to Part 2 of the setup, which is setting the parameters under Settings.

Part 2:

1. Click on ‘Settings’.

2. Click on ‘System Settings’.

3. Select the ‘Edit’ button in the upper right-hand corner of the screen.

4. Under the Custom Defaults section, you can select the Default Receipt Type, Default Thank You Type, as well as the Default Receipt Template and Default Thank You Template.

5. Once you have set your defaults click on ‘Save’ on the top right.

6. Now you should have the ‘Create Mailing’ link on your Home screen!

Part 3:

1. On the Home screen, you can click the dropdown to see other available time frames and select the one that you want.

2. Next to the gifts that you would like to thank/send a receipt out to, click on ‘Create Mailing’.

3. You should see a box like this:

4. You will then see a screen similar to this. You can click on ‘Edit’ on the top right to make any changes to the Mailing Name, Mailing Date, or the Template that you want to use. You can search to make sure a name is on the list, remove any names that you do not need to send this to, or ‘Add’ a name to the list.

Then, you can view this information in a report, download the information, create labels, or mark it as sent.