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Segmenting and Processing Thank You Letters

Create a Donations SmartList and select Donation Details and then Donation Appeal in the criteria category dropdown list. Name and Save the SmartList. You can either send mail for the donations now or add the donors to a mailing list to be completed later

In the Letter Library of the Mailings section, edit the Donation Thank You letter as necessary or add a new Holiday Appeal thank you letter

In the SmartLists section, select the Holiday Appeal SmartList and click Send Mail in the Related Actions Menu. Select Send Mail for These Donations. After you complete the mailing process, return to the Holiday Appeal SmartList and click on Update Items In This List. Select Acknowledge donations. Any future Holiday Appeal donations will be added to the SmartList and you can proceed through the acknowledgement steps

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