Help Article Archive

Creating Letter Templates

For information on how Letter Templates are used when generating letters, please refer to this article: How Letters Are Created Organizations will often want multiple letter templates for different purposes. Here are some examples: A standard donor thank you letter that ...

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How Letters Are Created

Donor Wrangler contains a mail-merge style letter generating system so you can record and respond to gifts all in the same place. Each letter is made up of two main components: a Page Layout and a Template. The Page Layout instructs the system ...

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Creating Page Layouts

For information on how Page Layouts are used when generating letters, please refer to this article: How Letters Are Created Generally, an organization will need just a few page layouts, and these are often set up for you during your on-boarding ...

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Modifying the Version Text for a Letter

For information on how Version Text is used when generating letters, please refer to this article: How Letters Are Created Sometimes you may wish to add special note to a donor’s thank you letter. Rather than editing the master template, you ...

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Entering and Updating Pledges

When your organization receives a pledged gift, it can be tricky to know how to enter it in order to most effectively utilize reports and properly track these donations. This article seeks to clarify matters and help you utilize features ...

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Reassign a Donation to a Different Donor Profile

When acknowledging a donor’s gift, it’s important that we are acknowledging the correct person or company. Often times, a donor who owns a business will give to the organization both personally and through their company. But what if we enter ...

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