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Video Tutorials
Video Tutorials you might find useful include: Purim Project Demo Making Selections and Finalizing Orders Working with the Member Template Customizing the From Field in emails Updating Email Information Monitoring Member Selections Updating Member ...
Common Launch Requests
A Campaign Launch Checklist (Recommended!) Creating a New Campaign or Duplicating a previous one Updating Member Information Setting up Payment info for Members All about Reciprocity
Letters Overview
The letters area can be found off the Letters menu item. First Letter The intention of the First Letter is to communicate your project to the families and their usernames and passwords, hence these letters will be unique for each family. Note that it ...
Admin Users
Every person who needs access to the account's administrator portal needs their own admin account. Support will create a new Head Admin user when establishing a new account, after which the management of other admin users for the account is managed ...
How to generate Final Letters
Your Final Letter is the consolidated greeting cards to your members, each including the names and greetings (if you allowed for the option) of all other members who selected the recipient of the card. The Final Letters are produced at the very end ...