RakefetOnline has the ability to email and print the following template types:
General, Yahrzeit, Thank You / Receipts, and Gift In Kind
Statements and Donor Receipts, while they can be emailed are seen more as a report.
General Templates are ideally used for sending notification to your families such as balance reminders, updates and notifications for events, and weekly blasts.
How do I email or print a General Template to my Members?
- To email or print a General Template that you have already created be in the Families Page.
- Next Filter or Search for the Families or Individuals you need to contact.
- Also you can use the switch Email Only to Filter for those families or individuals with emails. Or filter for Without Emails Only to Print.
- Click Run Report to get your Filter results.
- Once you do this, just click on the Select Template from the drop down menu. (Only active Templates will be seen here to select.)
- Then click on the Send Emails or Print button.
- If printing, the template will print through the browser screen where you can save it as a PDF or print to the printer.
- If emailing:
- The software will send the emails out.
- You should see a light green bar confirm that the emails were sent.
To learn more how to create or edit a template, click this link!