Printing Bulk Marketing Letters Using a Template
You can generate personalized letters for multiple contacts at once from a Contact Report using a DonorDock Marketing Template.
This is useful for direct mail campaigns, invitations, appeals, and other printed communications that need personalization for each recipient.
Before You Begin
Make sure you have:
A Marketing Template created for the letter
A Contact Report containing the contacts who should receive the mailing
Any report filters applied so only the intended recipients are included
Print Letters from a Contact Report
Navigate to Reporting.
Select Reports.
Open an existing Contact Report or create a new one.
Apply any filters needed to identify the contacts who should receive the letter.
Load the report.
Select Letters in the upper-right corner.
Select Print.
Choose the Marketing Template you want to use.
Select Print Letters.
DonorDock will generate personalized letters for the contacts included in the report using the selected template.
A Letter activity is also recorded for the contacts included in the mailing, so the communication remains part of their activity history.
Personalizing Bulk Letters
Marketing Templates can include merge fields that pull information from DonorDock into each generated letter.
For example, you may personalize a mailing using information such as:
Contact name
Addressee
Mailing address
Organization information
Other supported contact or template merge fields
Review your template before generating the mailing to make sure the appropriate merge fields and formatting are in place.