Creating letters through NXT

Hi,

I am new to Raiser's Edge NXT and the organisation I am working for. We currently send handwritten thank you cards but I wanted to explore creating personalised letters via NXT. Can anyone point me in the right direction for training on this please?

Comments

  • @Vicki FentonFarrington Lookup the AI acknowledgment letter training in Blackbaud University

  • Christine Robertson
    Christine Robertson Community All-Star
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    @Vicki FentonFarrington Check out Letter Box from Red Arc. There is a free version and it's agreat option!

  • Austen Brown
    Austen Brown Community All-Star
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    @Vicki FentonFarrington - Welcome to BB Community forums! You have a few options here -

    • Manual merge in desktop word from an export
    • A third party app like Red Arc's Letter Box
    • Building a flow through Power Automate to accomplish this automatically

    I'm partial to the third option, simply because I've seen how much time it can save throughout the entire process - data clean-up/checks before running letters, merging letters, etc. If you're interested in leveraging automation without having to learn it yourself, check out AutomateGenius.