When you need paper instead of email, mailed giving statements, letters, or a batch of thank-yous, use Print. Like email, you can print for a whole segment or a single record, from a document template.
Clicking Print on a segment or record opens a dropdown with:
• Documents, generate a combined PDF from a document template (a letter, a giving statement, and so on).
• Envelopes & Labels, generate mailing labels or addressed envelopes for everyone in the segment.
• Manage Templates, if you have permission, jumps to template management.
1. Open a segment of the people you're mailing.
2. Open the segment's Print dropdown and choose Documents.
3. Choose a document template (a letter, a giving statement, and so on).
4. Fill in anything the template asks for (like a statement date range) and generate.
CoolFocus builds a combined PDF with one page (or set of pages) per recipient, personalized from the template. It also keeps a copy on each person's record.
When a segment has more than 500 matching recipients, clicking Print shows a confirmation dialog first: "You are about to generate PDFs for [count] recipients. Continue?" Click OK to start the job, or Cancel to go back without generating anything.
Segments at or under 500 recipients start generating immediately, with no confirmation step.
Open the record and use the Print dropdown, same steps, one recipient. Good for a single letter or a statement a donor requested.
When the PDF is ready, download it and print it on your own printer. You can grab the whole batch, or an individual recipient's copy from their activity history.
For mailings, choose Envelopes & Labels from the segment's Print dropdown to generate mailing labels or addressed envelopes for everyone in the segment, so you're not typing addresses by hand.
On segments that support it, a separate More actions button (next to Email and Print) offers Subscribe to Changes, so you can get notified when the segment's membership changes. This option no longer lives inside the Print dropdown.
• Make sure addresses are current before a print run; records without a usable address are skipped.
• Big batches generate in the background, you'll be able to download the PDF when it's finished.
• Check the recipient count in the confirmation dialog before you click OK. It's your last chance to catch a segment that's broader than you intended.
• Giving Statements
• Sending Emails
• Email & Document Templates
• Communications Overview
