Congratulations Salesforce Nonprofit System Administrators on completing another year! Now that the focus is on generating end-of-year donation letters, here's a list of some innovative solutions implemented by Sys Admins working with Salesforce NPSP and iDialogue. We're constantly amazed at the creativity and ingenuity of Sys Admins and Developers at Nonprofits.
Tip 1: Create a Variety of Donation Letter Templates
Daniela Cruz, Administrative Program Assistant at Reading Power Inc., has accumulated several personalized donation letter templates, one for each Donation type, that she can generate, print, or email with just one-click.
Daniela's screen flows also auto-update Acknowledgement Status and Date fields on Opportunity records.
Tip 2: Personalize Donation Acknowledgement Letters
Utilize NPSP fields, like Formal Greeting and Informal greeting in letter templates. Add a signature image of the Nonprofits CEO, Founder, or Director.
4 Word doc donation letter templates are included in the iDialogue NPSP accelerator package, with pre-defined merge tags.
Tip 3: Create Separate Donation Letter Batches for Print and Email
Tip 4: Generate Envelope Labels From Salesforce
Tip 5: Generate Letters From Custom Objects
One of many pre-built iDialogue screen flows included in the NPSP Accelerator package.