Mailings
- Tax Summaries Tool – How to Use
- Tax Summaries Tool – FAQ
- Best Practices When Preparing Tax Summaries
- Embed a Template
- Emailing Year End Tax Statements
- Add a Signature to Your Templates
- Attaching a PDF to Your receipts
- Set Up Automatic Emailed Receipts
- Using Data from Campaign Custom Fields in Letters
- Generating Year End Tax Summary Letters (for mailing)
- Mail Merges: Letters, Envelopes, and Labels
- VIDEO: Introducing Snailers
- Customize & Troubleshoot Email/Letter Templates
- Creating Email/Letter Templates
- Custom Snailer Headers