Appeal Mailing Letters

When you set up an appeal mailing, you create or select the letters to use with the mailing. You can use multiple letters with an appeal mailing, such as to target constituents differently based on revenue activity. On the record of an appeal mailing, you can add and manage the letters used with the mailing from the Letters tab.

Under Letters, the letters used with the mailing appear. For each letter, you can view its channel, whether its recipients include inactive constituents, and whether it includes content for each channel. You can filter the letters that appear by channel. To filter the grid, click Filter on the action bar, select the channel of the letters to view, and click Apply. To remove the filter, click Reset.

When you run the mailing, Altru generates the letters in the order in which they appear under Letters. From the grid, you can adjust the order in which Altru generates the letters for the mailing. For example, you can generate letters for board members and major givers before you generate the letter used as a general solicitation for all other constituents. To adjust a letter’s position in the order, select it under Letters and click the up or down arrow on the action bar. From the grid, you can add and manage letters for the mailing as necessary.

Note: For information about how to view or delete appeal mailing letters, see View Appeal Mailing Setup Letters.

For information about how to add or manage letters for an appeal mailing, see Manage Letters for a Communication.