Letters: Automatic Delivery

Setting Up Automatic Letters

• There are two basic Delivery methods for all Letters.

  • Print - Letters will be sent to the Print Queue.  Learn more about the Print Queue below.

  • Email - Letters will be emailed out to ALL the email addresses on the account.

• If you choose the Email option:

  • Set up what should happen for accounts that have no email address.

    

  • Use the drop-down shown above to choose if no email address Admire should Print or Do Nothing.

  • You can add an Exception both on Email and on If no email address - Print.

    

    • In the example below it is set that Default Delivery Method is Email Except when the Amount is greater than $2,500 then Print.  If no email address it should Print Except if the amount is less than $50 Then Do Nothing.  

      

Payment Link for Invoices

• Emailed Invoices have the option of sending the donor a payment link.

• To enable this:

  • Go to Settings →  → Invoices.

  • Scroll down to PAYMENT LINK.

  • Click on to turn on this feature.

  • Select which Payment Method should used for this payment link from the dropdown.

Review

Admire Letters gives you the option to have Receipts & Payment Acknowledgements reviewed before being sent out or to print.
Invoices are not able to be reviewed at all, as the review process causes a time lapse which can potentially create inaccuracies.  
However Pledge Acknowledgements must be reviewed before getting sent out or printed.

Turning Review Off/On

• Select None in the Review drop-down to turn off the Review option on Receipts & Payment Acknowledgements.

  

• Select User in the Review drop-down to turn on the Review option & to select which user should be the review.

  

• This will open the full list of Admire users.

• You can select the user or search for one in the Find a user box on the top of the list.

• The Letters generated that need review will then be assigned to the selected user.  In the Letters screen the reviewer will have the number of Letters awaiting for his/her review available and will also receive a weekly email notification when Letters are waiting to be reviewed by him/her.

How Review Works

In the Letters Page the reviewer will access the waiting documents.  They have the option to do a quick review or a detailed one.  If they choose to do the detailed review then they also can personalize the documents as well.

• Select on the Admire left sidebar to access the Letters page.

• Select  located on the top right.  

• The number in () after the words "Review and Personalize" is the amount of documents waiting for review.

• If Letters are open for review for more than 3 days the reviewer will receive a weekly email reminder to take care of it.

• The Review Letters screen opens.

  

• Each letter is displayed with which type it is, what date it came into the queue, the amount and address.

• Use the drop-down next to to display only one type of Letters.

  

• Select   to preview the document.

• Select   to skip that document and remove it from the queue.

• Select  to mark all of the Letters listed as reviewed.

• Select   to open to a more detailed review screen.

• The Detailed review opens each document preview together will the accounts information on the side.

  

  • Each letter is displayed in its own screen with all its relevant information.

• If desired, add a personal message to display on the Letter, here:
  .

• Select  to skip that document and remove it from the queue.  

• will hold the letter in your queue for later and let you move on to the next letter.

• Click on   to approve this Letter and have it sent out/email or added to the print queue.

• Select   to go back to the original quick review screen.

Print Queue

Letters that are set to Print as opposed to Email will appear in this Print Queue.  

• It will only generate in the queue after the review is complete, if review is set up for that Letter type.

How to Print Letters

• Select the  icon from the Admire sidebar.

• The Letters page will display. 

  

• Make sure the  tab is selected (red box).

  Please Note:

  
  If you see this notification on the top of the page (or with a different number), just wait a few till it all loads or refresh the page.

• Use the drop-down next to  to view only one type of Letters if desired (pint box).

• To print all the documents on the list select the  button (green box).

• The documents will generate and open in a new tab on your browser.

  • To Speed Up Letter Generation:

    If the number of Letters you choose to Print exceeds 100, Admire will email you an PDF document with all your Letters, instead of opening up a new tab.

• To only print some of the documents:

  • Select those you wish to print

  • Click on the  button that appears on the top of the list.

  • You can also choose to skip (not send) the selected letters by clicking on  .

• Select  to preview a document.

• To Print/Skip a single letter, select the  at the end of the line and then choose from the drop-down that appears .