Mail Membership Renewal Letters
  1. From Marketing and Communciations, click Membership renewal efforts
  2. On the Templates tab, click the name of the process
  3. On the Membership Rules tab, note the name of each Mail package being used
  4. Navigate to Marketing and Communications > Packages
  5. Click View packages
  6. Click on the name of your Package
  7. Note the name of the Letter and Export definition being used
  8. If you do not have your current letter saved locally and you need to download your current letter from Altru:
    1. Click on the name of your Letter. This will download the current letter. You will need to redo the mail merge in this downloaded letter.
    2. Navigate to Marketing and Communications > Export definitions.
    3. Click the drop down next to Export definition used in your letter and click Generate header file
    4. Save the downloaded CSV file to your local workstation
    5. Re-do the mail merge for your letter using the downloaded CSV header file
    6. Save your updated letter to your local workstation
  9. If you already have a local saved copy of your mail merge letter and are not adding additional merge fields to the letter:
    1. Open your letter and update the content.
    2. Save your updated letter to your local workstation
  10. Upload the updated letter to the Package. Navigate to Marketing and Communications > Packages
  11. Click View packages
  12. Click on the name of your Package
  13. Click on the name of your Letter
  14. In the Edit membership renewal letter screen, click the green arrow to upload the updated letter you saved to your local workstation in steps above
  15. Click Save

Email Membership Renewal Letters
  1. From Marketing and Communciations, click Membership renewal efforts
  2. On the Templates tab, click the name of the process
  3. On the Membership Rules tab, note the name of each Email package being used
  4. Navigate to Marketing and Communications > Packages
  5. Click View packages
  6. Click on the name of your Package
  7. Click on the name of your Email
  8. In the Edit email screen, update your email content and merge fields
  9. Click Save