Manage Letters

You can include letters in mail packages you send to constituents as part of a membership renewal or event invitation. To view information about the letters your organization includes in mail packages, from Marketing and Communications, click Letters and then View letters.

For each letter, you can view its type, export definition, and status. The Word template column displays the file name of the Microsoft Word document used to create each letter. To open and view a template in Word, select it in the grid and click View template on the action bar.

To help find a letter in the grid, you can filter the letters that appear by type and select whether to display inactive letters. On the action bar, select the criteria of the letters to view and click Apply.

Tip: To view or edit information about a specific letter, you can search the database for the letter. For information about how to search for a letter, see Search for Letters.