Create a Mailing

Once you have created a letter template and you want to send the letter, you will go to your GiftWorks Mailings area and click on "Create Mailing."

Select the type of mailing. In this scenario, we are going to send physical letters to our constituents, so we will select "Letter"

In this example, we are sending year-end tax receipts, which have all been marked to be receipted on a mailing list. So, next we will select "Mailing List" and "Receipts." The mailing list that we had added the donations to was called "Donation Receipts" and we would like to combine all past giving onto one receipt, so we select "send only once to constituents (even if they have multiple gifts)."

Click "Next" and uncheck any recipients you don’t wish to send receipt to. Click "Next" again to continue. 

Select Letter Template (ex. Canada Tax Receipt), as well as a header and footer if you choose to add those elements.

Lastly, enter a donation table if you will be using it.  

Click "Send Letters" to process the mailing. This will lead you back to the main Mailings page, where you can see that the mailing is processing. Once the mailing has been processed, you can click "Print" in the upper right hand corner to export the letters as .doc or PDF format. From there, you can make any last-minute adjustments and print your letters!

Once the mailing has been processed, a note will appear in the Activity tab of each constituent's profile to acknowledge that the receipt was generated. In the case of thank you letters and other mailings (non-receipts), a note will still appear in the Activity tab to show you that the letter was sent.