How do I generate letters for attributed contacts and soft credits?

Overview

Attribution letters allow you to acknowledge contacts who should receive recognition for a contribution, even if they are not the primary donor. 

Step 1: Access the contribution record 

1. Navigate to the contact's record 

2. Find and open the specific contribution with the attributions you want to acknowledge 

Step 2: Generate letters for all attributions 

Method 1: All attributions at once 

1. In the Attributions and Soft Credits section, click the link above the list of contacts 

2. This opens the Attributions and Soft Credits report filtered to all attributions on this contribution 

Method 2: Single attribution 

1. Find the specific attribution in the list 

2. Click the action menu (…) next to that attribution 

3. This opens the Attributions and Soft Credits report filtered to just this attribution 

Step 3: Configure the report columns 

1. If needed, edit the columns to include all fields required by your template 

2. Make sure these columns match the merge fields in your attribution template 

Step 4: Generate the letters 

1. Click on Report Actions > Generate Letters 

2. Choose one of the following options: 

1. Generate letters based on assigned template (uses the template already assigned to each attribution) 

2. Generate letters using one template (select which template to use for all selected attributions) 

Step 5: Complete the letter generation 

1. If using one template, select which template to use 

2. Choose any follow-up actions to apply 

3. Click to generate the letters 

Step 6: Access your generated files 

1. Once processing is complete, your files will be available in My Export Files 

2. Download the files to open them in your word processor 

3. Print or distribute as needed 

What else do you need help with? 

• Understanding Mail Merge Letter Generation 
• How do I generate acknowledgments for contributions? 
• How do I generate letters from a report?