I'm here handwriting about 50 tax receipts. I'm wondering if Constant Contact has the capacity for creation of a template that I can upload a spreadsheet to and email the receipts out. Something like:
123 Main St
NY, NY 10001
Donation Date: 12SEP11
Thank you for your donation. Our EIN: 12-1234567
I made some progress on this. But it's opened new questions.
I saw how to change Custom Fields on the contact records. So, one of my new fields is Donation1
It's possible to "insert" customer info fields into a template.
Now I'm concerned about setting things up so that everything is straight. example:
I'm looking for a clean way to ensure that we just send a November reciept while keeping track that Jane has donated $100 in 2011.
I would suggest keeping a separate spreadsheet that contains how much each contact has donated each month. I would also ensure that you are updating each contact's custom field to reflect the amount they paid that month.
I hope this helps,
I'm fairly new to Constant Contact but we are a synagogue and we have a program that will generate those tax forms at the end of the calendar year. Or another suggestion is to make a spreadsheet in Excel and merge into a pre-made form.