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samanthashain edited this page Sep 15, 2022 · 23 revisions

Welcome

Welcome to the Non Profit Mail Merge wiki! Click below for useful documentation articles about how to get started with automatic document generation in Salesforce. If any of these links are broken or insufficient, please log an issue at the top of the screen so that I can follow up accordingly.

Third Party Applications

Which products exist in the marketplace that can help nonprofits leverage Salesforce AND create beautiful, convenient mail merges?

Use Cases

Donation Acknowledgment/Receipt

As a Fundraiser, I need to download a personalized letter based on a single donation record. The letter template must include tax information. This will ensure that I acknowledge the contribution, steward the relationship with the donor, and remain compliant with tax regulations.

Annual Tax Letter (single record)

As a Fundraiser, I need to download a personalized letter based on a single Household record. The letter template must include tax information and a summary of the donor's contributions in the previous calendar year. This will ensure that I acknowledge the contribution, steward the relationship with the donor, and remain compliant with tax regulations.

Annual Tax Letter (many records)

As a Fundraiser, I need to download a personalized letter for each Household that gave a donation in the previous calendar year. The letter template must include tax information and a summary of the donor's contributions in the previous calendar year. This will ensure that I acknowledge the contribution, steward the relationship with the donor, and remain compliant with tax regulations.

Budget to Actuals campaign report

As Senior Staff, I need to download a report that compares Actual Funds Raised To Date with Budgeted Fundraising Targets. This will ensure that I am well informed about our fundraising progress.

Donor Profile

As a Fundraiser, I need to download quick summary of recent engagement with a prospect. This should include recent gifts, prospecting gifts, activities, campaigns, event registration, etc. The resulting merge output should be organized in a visually pleasing format. This will ensure that I am well prepared for high stakes donor meetings.

Address labels

As a Fundraiser, I need to download Donor Addresses in a usable address-label format for printing. This will ensure that I can efficiently send out donor appeal letters, thank you letters, postcards, etc.

As a Program Manager, I need to download Participant Household Addresses in a usable address-label format for printing. This will ensure that I can effectively send out program invitations, brochures, etc.

Program Engagement Powerpoint

As a Program Manager or Senior Staff, I need to download a Powerpoint file that summarizes Program Engagement statistics, charts, photos, etc in a consistent, visually pleasing format. I can use this Powerpoint file to reduce prep time for meetings and to inform key stakeholders about the organization's programming.

Participation Certificates

As a Program Manager, I need to print custom certificates (personalized with the participant Name) for everyone in a PMM "Cohort" or who logged a "Service Delivery" within a specific timeframe. This will enable me to prepare for Volunteer Appreciation events.

Name Tags

As a Program Manager or Event Planner, I need to print nametag stickers for either (1) all Campaign Members in a Campaign or (2) all Contacts related to a Service Schedule. This will enable my program to have a more welcoming, inclusive culture and save time in preparing for programming activities.

Fundraising appeal

As a Fundraiser, I need to print personalized fundraising letters for specific segments of donors. This will enable me to communicate with them directly and solicit a gift.

Program Attendance sheet

As a Program Manager, I need to print an Attendance Sheet for all Contacts related to a Service Schedule. This will enable me to delegate attendance taking to staff who do not have access to Salesforce or wifi.

Instructions in Apsona

Misc

Project Milestones: stream of consciousness style running list of things I am learning/deciding as I build this project, and other project milestones

Useful Articles