Creating & generating TY letters

Laura Gervais

Hi! Looking for some best practices with regard to creating mail merge thank you letters in RE and generating/exporting/printing them in the most efficient way. Our current process involves a Word mail merge outside of RE and we're looking to streamline this process by eliminating unnecessary steps. Any advice is greatly appreciated!

Katherine Mannion

Hi Laura-


RE is great for donor acknowledgement letters.  If you haven't, I suggest you take a Mail class.  Also, here are some resources I came up with from a quick search in the Community https://community.blackbaud.com/reviews/item/1/1446.  


Katherine

Karen Stuhlfeier

Conditional mail merges from Mail in RE work great. Take the time to take a class to learn about Mail in RE and then take your time to set up your letters properly. I just used it to merge a large group of letters from multiple gift batches. There were about 10 different letter types in the merge. Very efficient.

Laura Gervais

Hi Karen,

 

Thank you so much for your suggestions! I
appreciate your time & advice!

 

Take care,

Laura

 

Laura Gervais

Donor Database
Manager

Hospital for Special Care
Foundation

lgervais@hfsc.org

Direct:
860-612-6344

 

This message originates from an operating entity of Center of
Special Care, Inc. The information contained in this message may be
privileged and confidential. If you are the intended recipient you
must maintain this message in a secure and confidential manner. If
you are not the intended recipient, please notify the sender
immediately and destroy this message. Thank you.