Communication Tools: Writing Letters, Emails, Texts, and Custom Reports
Printable Quick Reference Cards (QRCs):
The Bidsheet Pro™ and Mobile Pro™ packages include a mail merge function, for bulk or individual messaging, enabling auction administrators to generate customizable documents from scratch or using
built-in example templates as a starting point. By using the bracketed variables fields presented in the Valid Tags Reference area to the right of the HTML editor and as documented
below, specific data is pulled from your group's database to create customized letters, emails, texts, or other custom documents or data dumps.
The optional fields can be combined with regular text to generate targeted or documents. Targets include:
- Contacts - Used to write letters, emails, or texts to all your contacts
- Donors - Used to write letters or emails to donors, such as thank-you letters, solicitations for donations, notification of the sale of their items (who won and for how much), etc
- Bidders/Attendees - Used to write letters, emails, or texts to bidders or event attendees, such as thank-you letters, etc
- Bid winners - Used to write letters, emails, or texts to those who won items at an event
- Group members - Used to write letters, emails, or texts to your group members
- Donation Report - Used to create customized documents, such as display sheets, data dumps of all donations, etc
- Auction Report - Used to create customized documents such as display sheets, etc
- Contact Transactions Report - Used to create customized contact and contact transaction data dumps for importing data into other systems
Topics could include solicitations for donations, thank-you letters for donors and bid winners or attendees, receipts for tax purposes, custom display sheets, export data dumps
to other systems, etc. To use the form you must first create your own template, then filter the recipient list as desired, and finally edit the content in the Message Body text
box before printing, emailing or producing a report.
Use the Send texts and emails QRC for steps on how to create
and use templates
When creating a new template (file), select New Template from the Template drop-down field. Select a format. If you have chosen Email, enter
a subject in the Subject field. Click the Save as button and then give your new template a name. Select the format one more time, and click the
Save new template button.
