Letter & Email Templates

Letter & Email Templates, under Settings | Contact Settings, allows you to create mail merge letters and emails. You can send these documents to one individual contact or use them for a bulk mailing. These templates may be used for membership renewal letters, donation solicitations, meeting announcements, invitations, membership campaigns, etc. (Please note: there are separate documents for Donation Thank You Letters, an In-Kind Gift Thank You Letter, a Pledge Thank You Letter, and a Pledge Reminder Letter.)

 

PastPerfect uses document templates for mail merge letters and emails.   These templates allow you to create the layout and basic text for a document, and you can insert field place holders that will populate automatically when you print.

 

Add New Letter/Email Template

  1. Click the "New Template" button on the Setup Contacts screen


  2. Type a unique name for the letter template in the Name field at the top
  3. Put in your text and insert any fields you wish to include
  4. Click "Save"

Edit Letter/Email Template

  1. Click the name of the letter template on the Setup Contacts screen
  2. Make your edits
  3. Click "Save"

Delete Letter/Email Template

  1. Hover over the template name that you want to delete on the Setup Contacts screen
  2. Click the Trash Can icon on the right side
  3. Click "Yes" to confirm