Julep’s Blog
Timesaver Tip: Thank You List Select + Mail Merge
The Thank You List Select tool automatically pulls a list of donors from the last three months that need to receive thank you letters or acknowledgements. This feature can be combined with the Mail Merge tool to complete the printing of letters from within Julep.Please note, the results will be on a transactional level so if a donor has made more than one gift in the period selected, and neither gift has been thanked yet, they will pull into the output once for each gift that fits the criteria