Mailings
How to Use a Set of Templates
Template Sets is a handy feature for grouping similar kinds of templates together and saving them into Sumac (e.g. sets of receipt templates, thank you letter templates, or even fundraising letters). For example, perhaps you want to have a few ...How to Upload Templates into Sumac
Step 1: In the console, go to Utilities/Templates and HTML Editor: Step 2: Click “New” in the top left to add a new Template: Step 3: Give the Template a descriptive name (e.g. "Print Receipt", "Email Receipt", "Thank you Email", etc.) and choose the ...How To Insert Mail Merge Codes
Step 1: Open Sumac, and click “Contacts” in the console Step 2: Under “Mailing”, click “Mail Merge Codes” Step 3: Choose the record type, and then the field you want to insert Step 4: Copy the code that appears Step 5: Paste the code into your ...Sample Templates for Letters and Receipts
While some organizations prefer to build their own templates for fundraising letters, thank yous, or receipts, Silent Partner Software has created some sample template options to help you get started! Note: for print mailings, download the DOCX ...How to configure Sumac to send email
This article explains how to set up your database to send emails, along with the benefits each of these email features provides you. You must be a Sumac Administrator in order to configure Sumac to send email. Log in to Sumac as an Administrator. ...How to set up Gmail or Office 365 integration for sending emails in Sumac
Note: this article requires a Gmail account. If you do not have a Gmail or Office365 account, and would like to set up email sending in Sumac using your internal office server, review this article for help. If you would like to setup a Gmail or ...How to send bulk email
Your Sumac Administrator must configure the Sumac office record to send bulk email. In this example, we'll send out an e-newsletter. Open Contacts from the Console and find the contacts who want to receive your newsletter. This is usually recorded as ...Sending emails and receiving notifications with Sumac
There are a few types of emails that Sumac can send: Sumac can send email notifications to you and other members of your team about activities that happen in your database, You can launch a one-off email from you to a single contact in your Sumac ...How to make a template
In order to create personalized letters in Sumac, you need to create a template. The first step is to draft the text. It is just a text file so there is no need for special formatting. Select the whole document and copy it to the clipboard. Next, ...How to create Labels and Envelopes
In this how-to article, we'll learn how to create mailing labels. In the Contacts area, create a list of contacts who should receive the mailing, and expand Mailing > Labels/Envelopes. Click All to select the entire list of contacts. The first step ...
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