Easily create and deliver personalized letters and acknowledgements individually or in bulk from an NXT List.
New feature: Conditional Templates
Announcing a new Premium feature, Conditional Templates, which allows you to use information such as Letter Code, Fund or Gift Amount to automatically segment your data into different letter templates, all in a single Bulk Letters Run. No need to use separate lists for different letter types – Conditional Templates allow you to easily create a single run that contains multiple templates.
Check out the video demo …
Create and manage your templates
The app has its own built-in editor meaning you can create and manage your templates.
Beautiful easy to use HTML editor with all the features 🙂
Add merge fields from RE NXT
Manage default templates for different scenarios
Create individual letters and acknowledgements straight from the record
Creating a personalized letter or gift acknowledgement for one of your supporters is as easy as:
- Selecting a template
- Choosing email or download
- Clicking Create!
Welcome letters, forms, receipts – all directly from a tile on the record. And you don’t even need to remember to track what you did – the app will automatically:
- Create a Constituent action or mark the Gift as acknowledged
- Add the PDF to the record as an attachment
Or generate letters in bulk from a List
Need to create your regular gift acknowledgement run or send a letter to a group of constituents? Have the records in a List?? Sorted…
Bulk Letters enables simple generation of acknowledgement, letter or anything-else batches. All managed right inside RE NXT!
Select an NXT List and a template
Personalized PDFs are generated for download or email
Constituent actions are added or Gifts as marked as acknowledged automatically so you have a record
Individual Letter Editing
You can now open and edit individual letters in a Bulk Letters run or directly from the Constituent/Gift Tile.
Add that special message to a major donor, or anything else actually – the whole letter is editable before sending!
Editing an individual letter in the Constituent/Gift Tile.
- When you select your required document template
- Instead of clicking Create, simply click the dropdown by the Create Button and select Edit.
- This will pop up the letter so you can edit it.
NOTE: This does not save over your template. It simply creates (and attaches if selected) the individual letter complete with all your edits.
Editing an individual letter in a Bulk Letters run
From a bulk letter run simply:
- Open the individual letter
- Make your edits and save
- An icon will appear next to the letter you’ve edited.
NOTE: This does not save over your template. It simply modifies the individual letter
Check out our User Guide here
Free Plan (Free FOREVER)
Another way we’d love to help you make your job easier is with our Email Marketing Connector
Red Arc’s Email Marketing Connector allows you to seamlessly extend Raiser’s Edge NXT to employ a dedicated email marketing platform.
You work with two amazing platforms, the connector transparently does all the hard work of making them operate as a single solution.