Print or Email All Donation Form Letters in a Batch

Thank You letters are applied on the donation itself when it is entered or updated in Salsa CRM. To reiterate, any donations entered into the system must be manually updated with the respective form letter you want to send. You can then run and send a Thank You letter separately using Salsa CRMs batch printing feature. Donation records printed in this manner will be updated with a Letter Sent Date.

In contrast, summary letters are used specifically for end-of-year notifications for donations made. If you are running summary letters along with monthly thank you letters, you'll need to use the batch printing option for the monthly donation letters.

Before You Get Started

• You must already have uploaded a Thank You letter template.
• All donations must have an associated Thank You letter.
• All donations should be associated with a batch.
• Once donations are complete for a given time period (day/week/month) and associated with their respective batch, you can then run the batch and print Thank You letters.

NOTE: donations will not print or email for constituents who have the Preferred Contact Method value of Do Not Contact.

Print Letters in a Batch

1. When entering/updating individual donations, select the Thank You letter that you want to use. Alternately, use an Advanced Query to assign donation letters.
2. Once all donations for the batch/month are done, click Manage > Batches.
3. Search for the batch that you want to use, and then double click it.
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4. When the batch opens up, click Donations.
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5. At the bottom of the page, click Print Letters/Receipts using List As Name.
6. Choose  Print Mailable Letters assigned to donations.
   
7. Click OK. Salsa CRM will display all the donations that have letters assigned to them that have not already been printed (in other words, a blank Letter Sent Date).
8. Click Print All and Save.

If you wish to edit the individual letters, select the letter to edit in the Items window on the right, then select the Edit button at the top.

Reprint Letters in the Batch

Sometimes you may need to reprint a batch of letters. The first thing you have to do is clear all the Letter Sent Dates that were applied to the letters when they were first printed. Then you need to print the letters all over again.

1. Click Manage > Batches.
2. Search for the batch that you want to reprint, and then double click it.​
3. When the batch opens up, click Donations.​
4. At the bottom of the page, click Clear Letter Sent Dates.
   
5. Click OK to clear the Letter Date field for all donations in this batch, or Cancel to cancel. Summary Letter Dates will not be cleared.
   
6. Print your letters as above.