A Letter in Causeview is a set of additional merge fields used to change the content of an email acknowledgment. Email acknowledgment templates are configured to accommodate letters. When a letter is not used, Causeview sends the email acknowledgment template as is and will still attach a .PDF tax receipt.
Search for Existing Letters
The first step when creating a new letter is to always check if the letter already exists in Causeview. This step is very useful for keeping your information in Causeview clean and manageable.
You can search for a letter using the global Causeview search box on top of the page. As you enter a value in the search box, Causeview will attempt to auto-complete your search with information you have recently viewed within the application. This can be helpful if the letter you are searching for is already in Causeview.
If Causeview doesn’t suggest a letter, you can search for any records that match the value you entered. It’s a good idea to use a wildcard in the form of an asterisk (*) at the end of the name to search for anything saved in Causeview that begins with that name. For example, if you would like to search for a letter called "One-Time Gift Acknowledgement", you can try entering One*. This will display all records in the application that begin with "One".
If the letter does not already exist in Causeview, you can create a new letter.
It is highly recommend to CLONE an existing letter to ensure the formatting of the overall template format is preserved.
Create a New Letter
Navigate to the Letters Tab. If you do not see Letters in your tab ribbon, click on the + at the end of the tab ribbon. This will display all tabs within the application and you should see Letters as a listed tab.
Click on "New" found on top of the page.
Enter a name for the letter. You may also provide a brief description.
Next, enter the information you would like merged into your email acknowledgement. Once finished, click on "Save".
|Logo||It can be used to insert an image that usually appears on top of the email acknowledgment. Enter a link to a hosted image.|
|Email Subject||Enter the email subject to be used|
|Fund Name||Can be used to specify the fund or program name|
|Introduction Text Block (Rich Text)
Body Text Block (Rich Text)
Custom Rich Text 1
Custom Rich Text 2
Custom Rich Text 3
|Additional merge fields that can be used to populate the email acknowledgment. These are rich text fields that provide you with additional formatting options.|
|Signature (Rich Text)||Specify a signature to be used for the email acknowledgment.|