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Red Arc Features and Feedback Board
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Red Arc Features and Feedback Board

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1
Support for Multiple sending email addresses

Our organisation has two email addresses that we would like to send emails from for letterbox.

Donations receipts should come from our receipts@ email address, which is monitored by our finance team.

Other communications (e.g. regular giving welcome letters) should come from our donorcare@ email address, which is monitored by the donor care team who can help with more stewardship enquiries (updating details, cancelling regular gifts, etc).

Letterbox currently only supports one sending email address, which we set up to be receipts@ initially.

The current workaround is for one team to forward messages to the other, which while workable isnt the smoothest.

Could letterbox support more than one sending email address, and have it pivot on the template?

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1
Conditional blocks should know the send method (mail or email)

Hi,

Our organisation maintains different templates for each of the two send methods. So, the receipts for Tax Appeal 2026 will have two templates. One for Email, and one for Mail.

Mail templates are printed on our pre-printed letterhead. This letterhead incldues our logo up the top and our contact information down the bottom. Our CEO signs every hardcopy letter.

Email templates are sent as pdfs, and so we include our Logo up the top and our contact information down the bottom as images. A version of our CEO's signature is included as an image as well.

We've made this work by having two Conditional templates (one for mail and one for email) but to be honest it's pretty arduous and very frustrating for the operator, as well as being clumsy to maintain.

The only difference is that the "Email" version includes images of the logo, contact information, and CEO signature.

Could the Conditional functionalty be made to know if a template is being sent by mail or email, and include or exclude particular content based on this?

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1
Tribute Summary

We’re aware that the existing Tribute function will generate an additional letter to the Acknowledgee for a tribute for each donation made.

Instead of one letter per donation to the Acknowledgee, our organisation likes to send a single letter at a time of our choosing including all the names of all of the donors and the total amount raised - so, similar to a giving summary, but instead a Tribute Summary.

Importantly we usually do not include the amount next to each of the donations, just one single total amount raised.

We're aware that Letterbox does not currently support this, and Blackbaud's original Mail functionality never did either. However, we've spoken to several other organisations that do their Tributes this way as well, so we think this would be a great feature for Letterbox to support.

(We're currently achieving this outcome mostly manually, and as you can imagine it's less than efficienct)

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1
Last Gift Date Fields

Add last gift date fields (amount, date, and fund) for constituent letters

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1
Templates for Gift Default Email

It would be useful to be able to select different templates for the gift email body depending on the gifts receipting. (e.g. receipting our payroll deduction gifts needs a different email body compared to daily gifts)

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1
Make alias useful

We use Aliases for some recognition information, rather than attributes (custom fields). It would be wonderful if we had the option to use this information in letters. Please consider adding it!

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2
Soft Credit fields in AutoSend emails

Include the same features used in Bulk Letters for soft credits in the Auto Send email settings

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3
Soft credit add option for Giving Summaries

having the ability to add soft credits into giving summaries would be extremely helpful.

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6
Need a way to capture the gift receipts that are emailed

We need a way to have a hard copy of the email gift receipts.
Either a PDF of all email gifts receipts successfully sent or the ability to BCC on all emails. (This would allow us to capture the email and gift receipt attachment.) PDF is preferred.

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2
Conditional Logic soft credits

we use the letter code to determine the letter that is generated. that means that every letter type would need to be the same for the soft credit version. We normally onky send the letter to the soft credit (unless it is the spouse). Example- we credit a Fidelity check for a hard credit and Mr. Smith for the soft credit. We only send the letter to Mr. Smith (and let him know the receipt will be ssued by Fidelity).

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8
Preview all letters before attaching PDF

I would love to be able to preview and edit all the letters in one document before the pdf is generated that would attach each letter to the gift. It can be rather cumbersome to edit each letter page by page if needed or to find an error after the letter is generated and attach a new edited version once the correction is made.

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4
Add merge fields of last gift amount and last gift date to constituent templates

I run a lybnt letter once a month and pull in last gift date and last gift amount. I can not use letterbox to do this letter currently because those merge fields are not available.

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4
Add multiple select option

Add a checkbox to the bulk letter run page to be able to select and delete multiple letters at a time instead of having to go into the three dot menu and delete one at a time.

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5
Dynamic Address Fields

It would be really helpful if address fields were dynamic so when mailing an organisation we could pull the main contact address not just the org address.

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1
Create An Auto Send Letter Trigger for NXT donation forms

Ability to create an Auto Send Letter trigger with Criteria allowing us to select a specific a Gift custom field. This would allows us to select all gifts with the Gift Custom Field that tells us the donation was received from a specific donation form and automate the receipt.

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6
One consolidated tribute letter listing all donors

One consolidated tribute letter listing all donors for the acknowledge of the tribute.

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1
Bulk Letter Processing Complete Confirmation emails

It would be great to control/edit/alter the confirmation emails. Currently it goes to the user that created it not the user who needs to see it.

The ability to disable and/or edit recipient would be useful.

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3
Adding an option to change or edit the selected contact (and email) for email delivery in bulk letter view

It would be very helpful when reviewing ready letters in bulk letter view, if it was possible to edit or swap the displayed contact name and email address for an organization.

This way, if we see that a letter is currently going to a different contact+email than intended, it can be easily changed within Letter Box before sending.

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3
Adding Campaign/Fund/Appeal attributes into conditional template and gift letter merge

Adding Campaign/Fund/Appeal attributes into conditional template and gift letter merge.

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3
Page Options

Are there limits to the margins when configuring templates? Why can I not adjust the margins to be more than 5cm?

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1
Link to Notes and other tables

We'd like to create an obituary report. Not a letter but a report. We would choose the deceased constituent and print a one-page report including their obituary, which is stored in Notes in RE NXT. It would be nice to link to other tables too, such as Relations. This report would be helpful in stewardship of the family and friends of the deceased.

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1
Attach additional documents to Letter Box generated receipts

Primarily this would be useful to attach additional documents to emails sent from Letter Box

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1
Option to automatically set receipt date to gift date

Add the option on the gift tile and bulk letter run options to automatically set the receipt date to be the same as the gift date, rather than the current date

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1
Filtering on Solicit Codes for Auto Send Letters

Allow filtering for records with specific solicit codes when setting up Auto Send letters.

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1
Add membership and benefits information to gift letter templates

Would like to have membership and benefits information as merge field options in gift letter templates.

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