How to merge donation receipts in Salesforce and Conga Composer
Channel: The Data Are Alright
Date: 2021-09-24

Do you spend WAY too much time customizing donor acknowledgment letters during fundraising season?  Do you wish there was an easy way to export mail merge letters from Salesforce?  Do you have Conga Composer installed, but you're struggling to make your solutions as effective and efficient as possible?  I can help!  

Conga Composer is a paid add-on to Salesforce for sophisticated mail merge operations.  Even though the technology is complex, setting it up doesn't have to be!

Follow the simple steps in my video to create a Donation Acknowledgment merge button that not only downloads a custom letter but also updates key information in Salesforce!

Click here to download files and documentation: https://github.com/samanthashain/Conga-Composer-for-Nonprofits/tree/main/Single%20Donation%20Acknowledgment

Check out this Trailhead module on how the NPSP handles donation acknowledgments:  https://trailhead.salesforce.com/en/content/learn/modules/donation-management-basics-with-nonprofit-success-pack/acknowledge-a-donation

Click here to visit my blog for more resources on nonprofits, data, and social justice:  https://www.TheDataAreAlright.blog