Templates
How To Use The Template Editor
Create Beautiful Emails With Our Updated Template Editor Just fill in the blanks, and you’ll see a nice-looking result once you are done! Sumac Mail Merge Code Support We’ve also integrated some of our commonly used mail merge codes into the editor, ...
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 ...
Sample Templates for Donation Tax Receipts
We provide sample templates for different types of receipts to help you get started! Note: for print receipt templates, download the DOCX version. For an email receipt, download the ODT and PDF versions. Receipt Type ODT DOCX PDF U.S. Style Annual ...
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 ...