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Accessing Direct Mail Content
To edit the content of your Direct Mail, head to the Content Tab of your recently created Direct Mailing. You can also jump to this tab by clicking on the Edit Content button under the Overview Tab.
Editing Direct Mail Content
Under the Content Tab you will see a preview of your letter content on the left side and a settings module on the right side.
When you click 'Save', Keela will save your current content and settings. Important Note: you need to click Save for the preview letter on the left side to update with any changes you have made.
Logo & Header
By default, the logo and header displayed will be the default logo and header that you have set up in Your Organization Profile. If you want to customize your logo and header for this communication, you will want to toggle on 'Customize Logo & Header Image'. Now you can upload a custom logo & header, as well as change the background color of the header.
The Body is where you can add content to your letter. You will notice several formatting options, including font color and size, uploading images, line spacing, and more.
Keep in mind, Keela will automatically pull the name and address of your contact for the header, which fits snugly in an American Standard Window Envelope.
Following the Body section, you will see a few toggles that allow you to add or remove fields from your Direct Mail letter. You can add or remove the date, address, and signature from your letter content.
The last section of the Direct Mail setting allows you to toggle on a Donation Summary. A Donation Summary is a way to show your donors' contributions over a certain time period.
When you toggle on Display Donation Summary, you will be prompted to:
- Specify time period for the donations that will display.
- Choose donation types that will be included (i.e. include in-kind donations)
- Choose table columns to display (i.e. include the type of donation & amount)
- Include descriptions of the donations (e.g. campaign, impact area, etc.)
Once your letter is ready to go, go ahead and click 'Save'. You will then want to head back to the Overview Tab where you will have the option to Generate your Direct Mail letters.