Standard Letters Overview

Standard letters can be used as a basic template for communicating with customers. For example, you can create a standard letter to send to selected customers thanking them for a recent donation. Standard letters can contain generic content or dynamic content pulled from fields in a view. Standard letters can be generated and sent via FND630, MKT800, manually from a contact tracking record, or (as of 7.6.0) in acknowledgement of a tribute donation in Donation Entry.

 

In this section:

·            Creating a Generic Standard Letter

·            Creating a Mail Merge Standard Letter

·            Generating a Standard Letter for a Customer

 

Standard letters should be saved on the server location designated in the TimssInterfaceConfig.xml file, as highlighted below.

<ServerPath>
<StartInternetURL>http://Myserver.com/timsspages/eisreports/t6webconsole.htm?user=</StartInternetURL>
<HelpURL>C:\Personify\Server 7.6.0\Base Online Help\Personify</HelpURL>
<CustomerInfoDocPath>C:\Personify\Server 7.6.0\CusDocs</Customer</InfoDocPath>
<CommitteeMinutesPath>C:\Personify\Server 7.6.0\CommitteeMinutes</CommitteeMinutesPath>
<StandardLetterPath>C:\Personify\Server 7.6.0\StandardLetters</StandardLetterPath>
<ProductImagesPath>C:\Personify\Server 7.6.0\ProductImages</ProductImagesPath>
<ProductFilesPath>C:\Personify\Server 7.6.0\ProductFiles</ProductFilesPath>
<TRSApplicationPath>C:\Personify\Server 7.6.0\Services\TRS\APPL</TRSApplicationPath>
<TRSOutputPath>C:\Personify\Server 7.6.0\Reports\OUTPUT</TRSOutputPath>
<TRSInputPath>\\C:\Personify\Server 7.6.0\Reports\INPUTs</TRSInputPath>
<EmailAddressForError>test@personifycorp.com</EmailAddressForError>
<AbstractFilesPath>C:\Personify\Server 7.6.0\AbstractFiles</AbstractFilesPath>
<ADVERTISEMENTFILESPATH>\\MyAppserver.com\c$\Personify\Serverfiles\AdvertisementFiles</ADVERTISEMENTFILESPATH>
<BPATEMPLATE>\\MyAppserver.com\c$\Personify\Serverfiles\BPATEMPLATE</BPATEMPLATE>
</ServerPath>

When a file is attached to a standard letter, the file is uploaded to the following location: ..\Application Service\[PersonifyReleaseVersion]\ServerFiles\StandardLetters\[OrgId]-[OrgUnitId].