Listed below are some good questions we received about our email/letter templates.
Q: Since I will be printing this on organization letterhead, I need to delete our logo that is in the upper left corner. However, part of the logo would be great in the upper left of the receipt box at the bottom of the letter.
If you want to print on letterhead, I'd recommend creating a separate letter template with the Email/Letter Type = Thank You Letter. For emailed receipts, it needs to be a Email/Letter Type = Transaction Receipt (so it can be emailed).
On the emailed receipt, I would definitely leave the logo on it to keep branding present.
To disable the auto header on the print (Thank You Letter) receipts, select the dropdown labeled Custom Header Settings. Turn this off, allowing space for your letterhead. You may want to print a test to make sure you don't need additional spacing at the top, depending on how large your letterhead is.
The image in the receipt box pulls from the profile of the donor, so if they have an image, that will populate. These images are sourced from a social integration we use, so images populate automatically.
Q: Is it possible to change the wording in the receipt box to say something other than "General Payment Receipt"?
Make sure you are using the Transaction Info For Receipt tag in your template for that box. To change the language on the receipt, you need to appropriately title your Campaign, as that's what is feeding that line on the receipt box. You can go to Fundraising, then Campaigns, and edit the Campaign to read Annual Fundraiser.
Q: What are Email/Letter Template margins for printing?
For print (i.e. Letter Templates), the left and right margins are .83 inches, while the top and bottom margins are .73 inches.
Q: What type of envelope should I use?
When printing envelopes for your mail merge, "Business 10" is the most compatible type of envelope to be used in Kindful.
Q: Why am I seeing duplicate template names in the dropdown?
This applies only to organizations set up to be used as a Chapter in Kindful.
If you see duplicate template names, it's likely because a template with the same name exists on the Chapter level as well as the Parent level. As a Parent organization, you can see both your org's templates, in addition to the templates of your Chapters.
Therefore they're not necessarily duplicates, but could potentially have the same name.