Building a Document for Thank You Letters

There are two ways to build a document for use in Salsa CRM:

1. Use the Google Docs—CRM integration to create and format your letters. This feature allows you to easily access a complete list of database variables when creating your letter. You can also edit documents "on the fly" after you have uploaded them to the CRM.
2. Upload a document into CRM from your desktop. You may have already created your letters in Microsoft Word or some other external program. You may be more comfortable with that external software. However, to edit your CRM form letters, you will need to download them, edit them, and re-import them.

Integrate Google Docs with Salsa CRM

You must have a Google account to connect to Google Docs and authorize the connection. To configure Google Docs as your word processing option,

1. Select the My Settings menu.
2. Make sure you are on the Word Processing tab.
3. In the section labeled When "Manage > Documents > Word Processor" is selected, Select Open Google Docs.
   NOTE: CRM admins may choose to configure Google Docs for use by all CRM users from the Manage > Configuration screen.

Create Your Letter

In Google Docs, you have a few options for creating your letter:

• Build your letters from scratch.
• Import documents from your hard drive (such as copies of our letter templates).
• Import documents from Google Drive.

1. Go to Manage > Documents > Word Processor.
   1. The first time you start this process, you need to confirm the linkage between Salsa CRM and Google Docs. Once you allow access to your Google Docs account, your screen will open to the Google Docs window and a blank document.
   2. In Google Docs, you can start creating your letter in 3 ways:
      • Build your letters from scratch.
      • Import documents from your hard drive (such as copies of our letter templates).
      • Import documents by clicking Open from Google Drive in the top left corner. This button will open a pop-up window where you can choose your document from Google Drive, then click Select.
2. Search for and add variables by clicking the Insert Variables button. This button pulls up a list of all the possible variables you can add to your thank you letter. You can search, copy the variable and then paste it into your document. We've created a helpful list of commonly used variables—as well as a good explanation of the "smart" variables—if you have created your letters in Microsoft Word and uploaded documents.
3. Save your document often.
4. The next step is to tell Salsa CRM that you want to use a particular document for a specific situation, such as adding a new gift acknowledgment letter for the fall fundraising season.