How do I customize Pledge Thank You and Payment Reminder Letters for a specific Campaign?

Applies to: Version 5.0
For Version 4.0, please click here to download PDF instructions.

In PastPerfect, you can create Pledge Thank You and Pledge Payment Reminder letters that are targeted toward a specific campaign. These customized letters are based on the default Pledge Thank You and Reminder letters created under Setup | Contacts | Campaigns & Pledges.

1. From the Main Menu, click the "Campaigns" button.
2. Locate the Campaign record that you want to work with.
3. Under Actions on the left Sidebar, click the "Setup Pledge Thank You Letter" or "Setup Pledge Payment Reminder Letter" button.
4. In the body of the letter, update any information specific to this campaign. Like Mail Merge letters, you can insert fields which will populate with a Contact’s pledge information when the letter is previewed and/or printed.
5. Once you have finished customizing the letter, click the "Close" button. PastPerfect will ask you to save the changes, click "Yes" to confirm.
6. Once the Thank You and Reminder letters have been customized for a specific campaign, any new pledge connected to the campaign will use these letters.

Related Article(s) and Resources

• Creating a Default Pledge Thank You Letter
• Creating a Default Pledge Payment Reminder Letter
• User Guide: Chapter 23 - Campaigns and Pledges
• User Guide: Chapter 24 - Processing Receipts