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Finalize Explained
All orders have a Finalized/Not Finalized status which governs whether they appear in the Final Letters (aka Greeting Cards). Selections that are not Finalized are considered an Incomplete Order, or Pending Order and will not appear on the Final ...
Emailing Donation Receipts to Members
See a video guide here:
Quickstart
Watch this video tutorial to learn the 3 steps needed to get your campaign started.
Emailing Members (from Members module - beta)
In the Members area, start by filtering your members for those you want to email, then click the Send email button. Next, you'll be presented with a windown where you can choose to base your new email on: A previously sent email A template that you ...
Creating Mailing Labels
To create mailing labels we recommend you use Microsoft merge. This video will walk you through the necessary steps.