Name: Ask the Expert About Sending End of Year Communications in eTapestry
Uploaded: 2025-11-19T19:30:59.977Z
Duration: 59 min 48 s
Description: Ask the Expert About Sending End of Year Communications in eTapestry

Transcript for "Ask the Expert About Sending End of Year Communications in eTapestry": Hello, everybody. Welcome to this month's Ask the Expert. Yes, Addie. It is, for us here in The United States, this is our last session before, Thanksgiving, and this will be also our last session for the year as well. I kinda mentioned that, last week, but I'll talk a little bit more about that later, and I'll talk a little bit more about what I have planned next in terms of, some sessions. So, yes. Welcome, everybody. We are going to talk a little bit more about communications. I'm gonna actually dig into some of the communication settings. So hopefully, we'll be able to get a little bit more context around how, communications can be created, not just with templates, but also with, you know, with sending off a mass email or sending, or creating a, a set of documents to download. But, but, no, I wanna welcome everybody while everybody is getting settled in here. I'll just give it one moment. Yes. Hello, Sherry. Hello, Rhema. Hello, Kimberly, Joanne, and Addie, of course. Yes. Hello. Hopefully, everybody here, who's joining hi, Claudia. Hopefully, everybody who's joining from The United States have fun, holiday plans next week for Thanksgiving. Hard to believe that it's already the November. It seems like that goes by so quick nowadays. It seems like every year you get a little older, every year gets a little faster. Right? So yes. Deb, Priscilla, Claudia, Kathy, Allison, welcome. Welcome. Alright. So let me go ahead and pull up my etapestry here. Alright. So, yes, so last week, we talked more about, like, some tips around what to do in terms of creating some some engaging, communications, particularly when it comes to what I will commonly refer to as call to actions. And the reason why I call them call to actions I don't know if I really explained this all that well, last week, but I think of it as, you know, yes. I mean, obviously, there are appeal letters, there are appeal emails. Those are specifically when you're asking for a donation or something like that. But when I I think of call to actions as one step higher. Right? Because then that can also include, I want you to buy a ticket to an event, I want you to donate, I want you to sign up for, for volunteering, or I want you to read this article about somebody that, we helped that ended up on the news or something like that. Call to actions are just the more generic term of, hey, we want somebody to do something when they read this email or read this communication. So what I typically refer to is call to actions, I mean, you can also swap that out with appeal if that's primarily what it is that you are going to be sending out more often than not. Well, hi, Laura. Yes. Nice, long time, no see there. And, Ricardo and Brendan, hello. Alright. So let's, let's go into communications here. So I'm gonna come over here to communications, and I am going to, click on the manage communications. Now a couple of things that came up that I definitely wanted to make sure that I talked about was really kind of two things. One, I wanted to talk a little bit more about some of the various things that you can do within a communication template, like things that you can add, things that you can adjust, various different ways that you can work with different types of communication layouts. And I also wanted to briefly touch upon the drag and drop email templates as well because those are really handy more so for, like, your your newsletters. But I at least wanted to to touch upon that because they are something that can be very handy in general for communications, especially if you plan on starting to do maybe more of a, of a, regular, like, newsletter or informational type of email. But so let's go over here to, and we'll just go into the email templates category here. And I'm gonna start with the new document or classic email template just to kind of put a bow on some of those extra, you know, settings and various things in there, before I talk about, like, the drag and drop email. So if I go into the new document or classic email template, of course, the first option here is for yeah, we'll just call it that. So when I name this, when I click out of the name field, you'll see that it drops down to the subject line. But, again, we can we can change this out here as well. And this is where you have all of your advanced mass email options. You can include the forward to a friend link that will very easily allow for your, recipients to pass that along. You can, do the include, the view as a web page link. I always like including this one because when you receive that email, one of the great things about that is that it will, it gives you something to where you can create almost like an online, like a like an online archive of your past communications that you sent out. It's especially handy when you have something like newsletters or something like that. Probably not always necessary or maybe always appropriate for call to actions, but certainly if you're thinking about newsletters, I would certainly do the view as a webpage because it just puts the the message into a web page format with a, you know, with a URL just like any other website. So definitely something to consider. And I don't know if I've ever been asked this before, but it would not create a situation where it's only available for x number of, of days or months or whatever. It should be available forever. So that would be another good way to build that archive as well. But if you're working on documents, like I said, you have these page size options that have all of these different, inches as well as millimeters. So you have your your European style sizes as well as your North American style sizes as well. You can always change you know, you can always make this a custom. You can change this to millimeters, and you can type in whatever you want there, or you can leave it as inches and type in whatever you want if you have oddly sized paper. But you also have the ability to, work with the margins. So, like, if you're printing on preprinted preprinted, letterhead, you can always drop this down to say, okay. Instead of one inch at the top margin, I wanna make it three. Oh, Natalie. I'm so sorry. That is something I normally like to say. Yes. This is being, recorded as well. So like any of of our other webinars, you can always come back in later and and rewatch or pick up on anything that you missed, especially if you have to leave early or if you, had something come up technical that you had to restart or something like that. So, yes, this will be recorded. Sorry. I'd I normally like to try to mention that early in webinars and, forgot this time, but thank you for, for that question. So okay. So, like, let's say, you know, we have everything here that we want. Now we're gonna go into our layouts. Now by default, when you are working with the classic email template or the, document, template options here, by default, you're gonna end up on documents. Now your other options, of course, you can create envelopes here so you can print out envelopes for your documents as well. And then you have your event layouts, which are more like your save the date event cards, if anything, or cards in general. And then, of course, you have your newsletters. And, Priscilla, yes. Since it's an email, the the page size will not matter on step one. This is specifically for your document options. So if you're just sending an email, you can just skip right past doing anything down there. If you are wanting to create a document specifically, then you might wanna take into consideration the page size, the margins, all of that stuff. Yeah. Sorry if I wasn't clear on that. So as I mentioned in last week's session, when dealing with a call to action or an appeal type of email, I tend to simply suggest using the simple business letter layout. Now when I click on here to to view this, yes. It does look like just a regular old business letter. But the reason why I recommend that is that when you're asking somebody to make a donation, you really do want to try to not clutter up what the person is seeing, especially in an email, especially in a digital setting. Because for a lot of people, they've kind of grown to or at least grown accustomed to scanning digital content, whether it's a website, a Wikipedia article, or an email. So you really wanna make sure that you are being kind of short and sweet about the, about the messaging around what you're asking people to do. And the best way to do that would be to work with a simple business letter or a business letter document of some type. It helps draw the, you know, draw the attention a little bit better because if you look at, like, the newsletter layouts, yeah, some of this can have multiple articles. Now nothing wrong with, like, if we use this contemporary one and you change all the colors and you put some you know, you put an image there and you have all of these different, articles. Nothing wrong with including additional links either in quick links or at the end of each article to say, like, read more to find out about this event that we had or whatever. None of that is wrong, and none of that is something I'm saying that you should avoid doing. But what I'm what I would caution against is having your newsletter layouts be your primary asking for donations and so forth. So just kind of reiterating that from last week that we really do wanna try to stay with a little bit more straightforward kind of layout, and the biz and the simple business letter is the one I would normally choose. Now one other thing that I wanted to make sure I I mentioned is that every one of these layouts have a blank template option. And a blank template option, when you select that, opens up in what we call advanced mode. So if you are working with somebody who creates HTML for a message, a blank template would work pretty well because what it would do is when you get into the edit step, instead of it having all of this body and letterhead and all of that, you would have the ability to access the, HTML code and drop a code in there, and it will render that for you. And it would work from that blank template a little bit better. If you don't really do much with HTML code or you don't have somebody that works within the organization to do that sort of stuff, I would tend to stick with these pre created guided mode layouts as well. And if you're curious, if you're working within guided mode, two things will be obvious. One, when you're hovering over the contents, you'll see this box appear around a section. You'll also notice under links that there will be this advanced modes option. So all of these will open in what we call guided mode. Now a couple of things that I definitely wanted to make sure that I spend a little bit more time talking about here was images and then some of the various other, like, word processor features that are available in these, you know, like, for the body and for the other sections of the email. But up here, you'll notice when I click on that, it opens up this edit contents. If I want to change the image that is placed in here, double click on it. It will open up this insert slash edit image. You'll see here the source, and you'll see this little, magnifying glass with a full file folder here. When I open that, that's gonna open what we call the resources browser. This is where you can upload various images or various logos or various whatever it is that you would like to work with. So what you could do here is say, okay. Well, you know, I need to upload a new image. So you can say, okay. Upload image. It will open up your, you know, your computer folders there that you can search for your image. When you click on something, it will, it will basically show you the destination down here and the and there'll be the blue button would then allow for you to upload it into to the resources browser. So there is a way to upload stuff into this. These are just generic images that I've pulled from elsewhere. You can also create folders for various letterheads or various whatever it is that you want to, put into the into your various communications. But once you have something uploaded, you can click on it here, and you'll see that, okay, I've got it selected here. It gives the source HTML or not HTML, but URL code here for that image. I can go into advanced. I can include some additional spacing around the image. You can also change the dimensions here by saying, okay. Well, I you know, I want this to only be, let's say, 400 wide. If I do that and I have this constrained proportions checked, it will know what to do with the height as well. So you can do that there as far as, like, you know, your dimensions. You can resize some stuff in there. What you wouldn't be able to do is once you put it in there, you can't really change the, the size of the image at that point. So just be mindful of that. But what you can do is when this is selected, you can say I want it to be justified, you know, I want it to be center justified so that when I update it, it will now appear in the center of my template. Let's see here. Jolene asked, are you able to delete any files without affecting any other documents? I have multiple copies of an image. So, yeah, so what you would be able to do is when you get into the resources browser now one thing to keep in mind that if you do delete something and it is in another template, it will likely show you that, you know, that image is no longer there in those other template. But if you know this, like, oh, I have multiple, you know, if I have multiple, letterheads or something like that, just copies of letterheads, then you'll know what you want to put back in there. So that is something you can do by just clicking on the little x's, but it will potentially affect any place where, like, for example, if I wanna get rid of this, this computer image that says register today, if I'm using that in another template, it could end up showing that there's no image now that's available. So you do have to keep that in mind, but, you would be able to x out and as long as you know this, like, oh, that was the copy of that little computer image or of our letterhead or whatever, then you can always go back in and just put the correct letterhead back in. That's okay to do. But, yes, if you need to delete anything, you can do so by clicking on the little, x's next to anything, whether it's a folder or an or a, file itself. And, yeah, Priscilla, the same thing. You know, if you have a bunch of out of date images, like, you know, I no longer wanna use this etap header or whatever, I can just click the little x, it will reload, and now it's gone. So you would be able to do that from the resources browser. Now you can access the resources browser from any template. So if you wanna go back in today, you're not working on a on a, mailing, but you wanna go back in today and, you know, kinda delete out any out of date or duplicated images. You can do that from any template that's already saved. The other way you can get into this without having to double click on an image. Let me just close this, is any place in the in a template, place your browser and then use this little picture of a picture, and then that will take you in there, and then you can click on that to get into your resources browser. So you can you can manage those extra images whenever you want without actually having to create and save a brand new template. You can, you know, any preexisting template, you can go in here and and manage those images that you have. Now something else, that I wanted to make sure that I talked a little bit about were some of these various options here that are available to you. Now, somebody did ask, you know, like, about what fonts are available. There's about 15 of them or so here that we have included. I know that some people may use a very specific font for their communications. When you're dealing with a very specific font, unfortunately, we can't upload any additional new fonts into this, but, again, if you're working with somebody like a marketing department or a a third party that might do something like with HTML code, conceivably, you could, use the HTML code in an advanced layout or in that blank layout to have it be the exact, font that you want it to be. But, you do have the various fonts that are available here. You also have the ability to change the size of the font. So you can you can make it really big if you if you wanna if you really want are excited about what you wanna say to somebody. You can have the 72 font there. But, so that's available to you. You also have text color options that you can use, even including, RGB codes that you can use if you have a very specific color that you want certain text to show up as. You also have background colors that can be used as well. So you would be able to, like, basically highlight text and say, okay. Now I want it to be highlighted in this light blue or light green. There's also spell check. There's, you know, ways to create indentations, bullet points, cut, copy, paste. You have your undo and redo buttons. That can always be good if you end up making a mistake or you end up not liking the color that might be selected for some of the font. Of course, you have your insert added image. You have your ability to insert a link. You can also make it so that the, links will be tracked as well. So you can you can say, I want this to, be my donation form, and you can say track it. When you look at, your, your mass email reports in, the standard report section under reports, you'll be able to, see what people clicked on as well. So that would all be tracked for you as well. Now by default, it will already track because it's already selected here, but it but you can name it a specific link so that if it's, you know, if you're not entirely sure what the link is going to, you would be able to name it to be more specific. You also have special characters that you can include. So a bunch of different special characters depending on, you know, if you need accents or if you, you know, for anybody who might be, you know, sending something that needs an oomla. You have that option as well. You can put in horizontal lines to separate things, and then you have your merge values and your letter widgets. Now for what we are really talking about here, we really probably don't need a letter widget, but if you're sending like say in January when you're doing your, when you're doing your tax letters, you might wanna put in the entry list so that, you know, it shows everybody's giving, you know, individually lined out with, like, oh, they gave in January, they gave in April, they gave in May, you know, and so on. You can list all of that out using these widgets as well. There's also a layout that specifically already includes the entry list widget as well. But one thing I had mentioned was that the merge tags follows all of the exact same categories that are used when you are doing, when you're using reports. So, like, you you have your commonly used fields. It's all of the same commonly used fields that are shown in the commonly used fields category in reports, so, like, when you're selecting your report columns. Same thing goes for the account fields. You also have your summary fields. For those people who have, watched enough of my webinars, you probably have heard me talk about summary fields and how great they can be. But you also have so, like, let's say let's go back to commonly used fields, and let's say I'm going to include a date field here. I can go into my options. I, you know, I have my aggregates just like you have in reports, but I can also change the format so that it spells out, like, November 8 you know, nineteenth comma twenty twenty five as opposed to 11/2025. So you can do some format changes within your various, merge tags that you select as well. So that is also something, that you can certainly do there, with that. You can also search for a specific field down here at the bottom. But wherever your, cursor is placed, that is where that field will ultimately be placed. So I think I have this in between either the address and the deer and the long citation or I have it between the deer long citation and the body. So when I click insert, ah, there it is. You'll see right there, it's placed it exactly where I had that that cursor placed. If you ever need to make a change to one of the, merge tags, you can just double click on whichever one you need to change out. So maybe instead of long salutation, I want it to say short salutation. And when you insert it, it swaps it out. Back up to delete any ones that you don't want to appear in, in the template as well. But here at this point, you can basically edit the the contents however you want. Now one question that did come up, last week was if I put in a bullet list or a numbered list, is there a way to change the line spacing in between it? And in the guided mode, unfortunately, no. So once you put in something, it will it will keep that it will keep it single spaced, but you'll notice that there's kind of double spaced in between the, the, paragraphs there. So that is something that will be done, but you can back up. But, unfortunately, it will still keep a an extra space. Well, now I've okay. Now I need to do the undo here. Oh, I can't undo it anymore. Anyway, it will basically keep that extra space in between a paragraph and the numbered or bulleted list. But you can make sure that it doesn't have any extra spaces that separate that out. Jolene, you say, you know, we always had problems with the pledge schedule, which it doesn't capture the right information. Something like that, Jolene, you might it might be down to what the query is that is pulling against that. It could be a situation where it might not be pulling all you know, may not be pulling the pledge itself. It could be an account return type query. That would be something if you're ever working around with that and you end up seeing something kind of funky about what is pulling. I would definitely ask support about that because my guess is maybe something that has to do with, with the actual query that's being used. And if it isn't, if everything looks right, then it might be a bug that we need to report as well. There are many fields for the gift amount. What field should we use for the actual gift amount to insert to recognize the actual gift amount that goes in the letter and tax receipt? Good question. Because you're right. There are multiple different things that you might see here. The two that I would recommend would either be received. Now the received is just going to be the amount that's entered into the received amount in a gift or a payment to a, a pledge. The other option might be under journal fields. There is received minus nondeductible. So the received minus nondeductible, if you put in a received amount and then a a deductible amount, because maybe this is like a ticket to an event, you know, it's a fifth it's a $75 ticket, but 50 of it goes to whatever dinner might be served at your table, then you would have received minus nondeductible. You would be able to show that the actual, you know, deductible amount would be $25 in that regard. So I would say, Betty, either stick with received if you don't do a whole lot of deductible amounts or if you don't do any, or use the received minus nondeductible. That's what you're going to primarily want to use for the, for the for thank you letters or for receipts. Now one of the other things that I definitely wanted to talk about here was, you know, using these preview options. These are a great way for you to be able to email, like, what is what does my email, look like if I were to send this now just with what I've done to it right now? I can do a preview directly to myself using this email option. I can also say if this was going to be a letter that you're gonna print out instead of an email, you can go ahead and download a PDF or a Word file. Now let's say okay. Well, I've got this mostly worked out, but I wanna kinda tinker a little bit with the HTML. If you're a little bit more advanced in in designing, HTML code or you're working with somebody who's given you HTML code, you can also switch over to advanced modes. You can say advanced editor mode. This will give you a warning that if you switch over to that and you save it, it can't be switched back to guided mode. But now you'll see that you have this little source code button up here, and now you can get into the HTML. So if you're a little bit more advanced, you can get into the source code if you know what you want to add and where. You would be able to do that from here. Most of the time, I would say probably stick to to the, to the guided mode simply because I don't know about you, but I wouldn't feel comfortable messing around with any coding, unless I knew exactly what I'm supposed to put and where. I wouldn't feel too comfortable with that. But you'll notice here that it's like, yeah, there are like, here, you know, it's like you got your font family. You know? So those people who use very specialized font, conceivably, you could change it up here. Again, I'm not comfortable with doing something like that, and I wouldn't be able to really guide you or give you direction on how to do that. But that would be, something that you could do in there. Now if I were to say, okay. Well, we've got all of this completed. I'm now ready to go through the steps to do a, you know, a mass email. I can come under here and I can say, okay. Instead of finish, I can say save and mass email. I can either click save and or I can click next. And here's where we get into those steps that I highlighted in the slides last week. We're gonna do advanced. I always say send a test. Nothing nothing you know, no no harm in sending a test to yourself before actually going in and coming back through these steps and selecting to send a mass email at that point. But you can select your query here. I'm just going to use this. You can say I want to I want all of this to just be everything from the from an account into a single email message. That, there's a very similar option to that that you see in creating a document. All of the rest of it, you'll probably usually stick to whatever the, options here, like, you know, treat each upgrade segment as its own transaction. You wouldn't have to worry about that if you are doing one email per account, and you're primarily going to be sending from the primary persona, the email address on the primary persona. The option step is the really cool step where you can change who it appears to be coming from. By default, it will usually have your name and information because you're the user that's sending the mass email, but you can always change that up to be your, you know, your executive director, your director of development, you know, the organization itself. You can do that here, and you can say, okay. Well, but leave my email address for who to send the confirmation email to. This is where I say you can do your scheduling. You can also do an attachment as long as the, attachment that you're adding is no larger than 10 megabytes. But you can say, oh, well, you know, we have an additional, you know, file for you to take a look at or something that we're asking you to fill out and mail back to us or whatever. Do keep in mind, though, that sometimes mass emails with attachments can be a little bit trickier to have the, delivered into inboxes without it being marked as spam. Just to be careful, and I know that's one thing that over the years has gotten a little bit more careful about that. On the next step, this is where you will do your tracking. If you want to include a mass interaction for each account, you can do that. You can also create a custom account query for anybody who does not have an email address. And if you do that, you just have to select which category of queries you wanna place this in and then name it. And then on the final step, this is where it's going to say, okay, this is the number of emails that we're going to send, the number of personas that have email addresses. You can even view who those people are. You can view who doesn't have an email address. You can also see who's duplicated in their Advanced Mass email will only send one email per email address. So it will say, okay. Well, these are duplicates, so that might be that might, you know, that might end up saying, okay. Well, you know, instead of there being, like, you know, a 100 personas that we're sending to, we may only send to 90 because 10 emails are the same in multiple accounts. And then the number of people who previously opted out that are still listed in your query, it will tell you that too. And then it will give you a, you know, this will basically, you know, say, okay. Well, here's what the email message looks like. And if all of this looks pretty good, you click send, and it will send that email. Priscilla says that we've had trouble getting the system to recognize alternate addresses. I've read the instructions, and it sounds like it should choose personas based on active dates, but we have not been successful in using this function. Priscilla, I would probably check with support on that, and just, you know, let them know that you have seen the instructions, you've seen the the knowledge base article, but you're still having a hard time getting it to actually pull the proper vacation or, you know, snowbird address. I would I would probably check with them just to they can potentially do a little bit of troubleshooting, possibly even, you know, get an email or get a, user access to your account to to take a look at what you're selecting there. If there are multiple emails associated with the primary persona in an account, will it go to all the emails? Jolene, it normally goes to the first email address in the persona. Basic mass email should pull all of them, but I think advanced mass email will only send to the first one if I'm not mistaken. Because I do think it it is trying to be mindful of, you know, not spamming anyone in particular. But and I could be wrong on that. It may in both both versions may send to every email listed in the email field, but I think basic mass email is the only one that does that. If I want one mailing to go to a household, do I need to pull a separate list to send to joint then, send them back to individual after the no. What you can do here is under criteria, if you were to do advanced mass email, you would say, you know, send combine all journal entries for a household, into a single message. And, actually, if you have this set as an account return type query okay. It'll say the same thing. Okay. So, yeah, basically, you'll say, okay. Group this by household. That's the first thing. And then down here, you'll say one persona based on the hierarchy I select. And when you choose that, you'll select joint and then leave the rest of them as you know, re leave the next one as select one. So as long as you have joint first, it will say, okay. Anybody who has a joint, we're gonna send that to that person first as long as it's in the head of the household head of household account because that's what I have at select group by. And then everybody else, it will just go to whatever their primary persona is if they don't have a joint persona. So the two things that you wanna do is you wanna combine based on household, and then you'll select the one persona based on the hierarchy I select, and then you'll choose joint in the drop down menu, and then leave the rest of them or leave the next one blank so that it knows what to do, to send to the bay to the, primary after that. There is something similar to that if we were to go into, if I go into create documents so let's say instead of doing save in mass email, I do save and create document. Same concept here. This time, you know, you would say, okay. Base here. And then personas to export, the first one will be joint. The rest of them would be primary at that point. There will always be, I think, the number of drop down menus based on the number of personas you have available in your database. So that way, if you did wanna actually create a hierarchy, say joint first, then business, then personal or whatever, you would be able to do that. But if you're sending to, the household, you would say joint here. And then on document options, you would say one document per household. So similar concept, but the same, you know, the same result, basically. But if we were to continue through with the rest of these here, you know, you have your options to choose either a PDF document or a Word if you're actually wanting to print out document, letters. You have the ability to either sort by the last name or the sort name of the accounts that you're pulling the the documents for, or you can sort it by postal code. I would generally not recommend doing the leave each document in its own file, especially if you're doing a mass mailing just because that's gonna end up downloading a whole bunch of files when you really just want one file with all of the documents that will print out, you know, in order each page, you know, coming out properly. If you are in Canada and you have the generated receipt number in your template, you this step will will have you say, okay. I wanna generate a tax receipt number, or I want to do nothing, or I want to void and then later replace the receipt number. All of those options would be on this step. Now this document template that I have does not have generated receipt number on there, so that's why it's not showing me those options here. But this is the step if you're in Canada to to do your receiving your ereceting. For delivery, this is where you'll choose. I wanna download my documents. I wanna place the documents in the Dropbox, which is under the home, tab, or I wanna have them emailed to me. Again, be careful with the email because if this is an especially large file, meaning, oh, I'm gonna print off a 10,000 page, you know, set of documents or something like that. That's probably too large for your email to receive it. So you'd wanna either do Dropbox or download the documents at that point. You also have a tracking option here for, mass interactions in the account. But then when you get to the preview, this doesn't show you a preview of the document, but what it will do is it will say, okay. This is the number of accounts that are in the query, the number of documents I'm going to create, what I'm going to, you know, receive, meaning I'll receive one document that's all combined into one, file. So, you know, like, if there were a 150 documents, I would still receive just you know, I, you know, I would get a 150 documents in one file. So it would it would basically say that and it will say combined into one file. Automail is an option under tracking where you can say or no. I'm sorry. It's under delivery. Automailing so instead of receiving paper documents for everyone, anybody who has an email, you can choose to send it to them as an as an email either with the documents contents as the body of the email or you can include the document as an attachment, and then you can type your own message, or start from an existing template. So if you did choose that, it would say, okay. Well, this is the number of these documents that are going to be auto mailed. The rest of them would be received, you know, up you know, combined into one file. And then it will say, okay. These are the various options you selected. You selected a PDF format. You used this query category, this query, you chose to download, and then you'll have one document created for each household. Alright. Any other questions about mailings? While, anybody is typing up any questions that they have, I do want to talk about a couple of things here, and this is a good time to be able to do that in the event that anybody might be sending over another question. So next month, originally, we did have a session planned for next month. I mentioned last week in case anybody, saw it or, you know, didn't see that session last week. I do have to cancel next month's, session, and I'm also going to be skipping January. I know a lot of people get pretty busy closing out their year, you know, getting their, you know, tax letters and tax receipts done. I will probably be putting a couple of things in the community in January just to, you know, have, some documentation for you to help you with your, taxes, you know, like creating those tax receipts. So I will be including that information and some tips and tricks in the, community blog. So, be on the lookout for that if you don't already subscribe to the community blog. Now starting in February, I will be back, and February, March, and April will actually be kind of a three part series that I'm doing with a member of our services team here, at Blackbaud where, she and I are going to talk about some tips around, using user defined field sets. So we'll kinda be touching upon user defined fields again, touching upon a little bit of, oh, well, if you've got a bunch of fields that you need to create, here are some options and here's some, choices for you. I'm also we're also going to talk about in then in March, we're going to talk about mass updating, so some more cleanup, tips for you, kind of talking about it, like, as if it's spring cleaning. And then we're going to, in April, talk about importing. That is not something that we typically do in a webinar, but we can certainly go through an import process, kind of give you some tips and tricks on what to do. There'll be plenty of resources available to you in that session as well. The knowledge base articles for the different types of imports that we can do, actually have sample documents or sample templates in those so that you can download those CSV files and then basically start from there. And we'll we'll give some tips about that, around that. Now some of you may be up for renewal in, 2026 as well. And so there may be some additional, things that I will be, chatting with you about, and and potentially having some additional, resources for you, especially if you're relatively new or if you've been struggling. So we are going to be talking to some folks who are, potentially up for renewal in 2026 to kind of help them out as well. So lots of things still coming even though I'm taking the next few months off. Lots of stuff on the way. Let's see here. Laura asked, did an NCOA run this morning? Are the codes added to each record automatically, or do I need to update each record with a mass update? Should be updated automatically, Laura. It will also typically create queries also to say, these are the people who were left alone. These were the people who we don't have a forwarding address to. These were the people who were updated and so forth. Let's see here. What is NCOA? That's National Change of Address or, the under management, that's Address Finder. So you can go through that, and it will standardize e, your mailing addresses, based on the United States Postal Service. If you are in Canada, you there is a team. You just go through support to initiate that conversation to get our services team to run that NCOA for you. Let's see here. Will recording of this session be available? Yes, Kim. All webinars are recorded. You usually can get into them within an hour, by just going back to the link that you used to, to get here. Although we also send out an email, you'll get that tomorrow afternoon. PDFs are currently locked. How do we get passwords so we can add it? So the PDFs, Abby, that are sent, are not able to be edited. If you did have, like, something like a, tool that might be able to open those up, you would be able to do that, but it wouldn't naturally come from eTapestry in an editable way or with something where you can get the password to unlock them. So they do come locked. For folks in Canada, the PDFs would be the way for you to go because that those do come to you without the ability to unlock them, yourselves. So that you know, so we but the, unfortunately, there's not a way for that to be, a way to do that. Betty, I'm in Canada. Can you include some links on sending out tax receipts as a PDF when sending out mass emails? So one of the things that you would do in that case, actually, Betty, is when you're doing your tax receipts, oop, I clicked on the wrong What I would recommend you do there is actually do create documents as opposed to mass email. The reason why is that, when you do this and you get into the second step here let me you get into your, document options. You have PDF selected. You would, you know, you would do one document per account. And then when you get into your delivery, you would do the auto mailing with use doc you include the document as an attachment, on a separate email. So that would be you know, in this case, you would say, okay. Well, this is going to be the, here's the email message that I wanna send, and then it will attach the email to that. You wouldn't do the mass email because it wouldn't have a way to take that message and attach the appropriate, PDF file to that. What you'd wanna do is you'd wanna do create documents instead. And, yeah, Jolene's got yeah. That that's, that would be a good link also to check out. Laura, yes, remind you how to join the eTapsular community. Yes. So if you go to let's go over here to blackbaud.com. Should be up here in training and support. You'll see Blackbaud community. Now you do need to have a Blackbaud ID, which all of you should if you're logging into eTapestry or if you're logging into blackbaud.com to get a, to get help from support or to go into the training. But what you'll have here is, like okay. It looks like you're new here, not logged in or not logged in. So once you sign in should be able to do this here. Right? Once you log in, then you can go up here to browse oh, yes. Brow browse categories, and it'll show you the product, communities. Come here to Black Body Tapestry and there and then if you go into the blog area, I'll post blogs here, and then you can you can click this little following. And what it will do is it will send you an email when a new blog post has been, added to the section. So the community would be a great place to go. It's also a great place for you to, open up some various discussions as well. So you can come in here and add a new post or, you know, basically create some additional, conversations around things and, you know, even be able to potentially respond to other people who have posted in the community as well. So those are, that's so, again, you would start with blackbelt.com. You would go under the training section there on the top or, like, it's one of the menus at the very top right. Let me go back there. Yeah. Training and support. You go to community. Go into browse categories. Blackbody Tapestry is the fifth one on the left hand side. And there you go. Oh, Grant keeps talking to me over here. I keep hearing little bubbling sounds of, you know, messages here. Yeah. Okay. Alright. So let me pull back let me double check to make sure here. Alright. Let me pull back up this. Here for our last few minutes, just wanna remind you, you've got your, various, resources. Of course, also on blackbaud.com, you have your Blackbaud University, which is under that training and support as well. You can go into the, training section there. Also, always feel free to reach out to customer support or knowledge base. Customer support in particular, especially for a couple of you that mentioned that, you know, you're having a little bit of trouble with a couple of things like the, the the pledge widget and, a couple of the, you know, I think somebody had also mentioned, you know, switching over to a vacation address. Definitely recommend reaching out to support to troubleshoot those types of things because if there is an issue that we are not aware of that's that's happening to people that might be more of a bug related situation, we wanna make sure that we're able to help you out there and and also make sure that that's resolved for everybody. But they will also often share knowledge base articles. ETapestry's got a pretty wide array of knowledge base articles which are all step by step instructions on how to do various different types of letters, various different types of reports, and so forth. And then as I just illustrated, the community is a great place to connect with other folks. Also, as always, I want to, offer this to people who are interested in joining our Blackbaud champions. You do not have to be an expert in, any Blackbaud product or, you know, let alone eTapestry, to join the champions program. It is a great way for you to provide some additional feedback to Blackbaud teams. You can participate in the various development opportunities. There's a little reward system as well. If you're interested, please let me know, and I will be happy to nominate you for that. We also have our reference program. Now this one is a little bit more for, like, okay. Well, we have somebody who's interested in buying eTapestry, but they'd like to speak to somebody who might be doing, some work in there. If you're interested in, you know, taking a phone call every now and then, with somebody who's considering purchasing, eTapestry, let me know about that as well. But you have total control over how often you take that call. And then, of course, we have various ways to spotlight your success by way of either joining me for a webinar or, maybe even participating in writing a blog post or something like that in the community as well. If you're interested in anything like that, you're always welcome to let me know in any one of these webinars that we do. Alright. So I think I maybe have gotten to all of the questions. Thank you so much for attending. Thank you for everybody who's attended. You know, very, very, very glad that, for people to be able to come to these. You know, I enjoy putting these on. I know a lot of people have come to a lot of these webinars, especially over the last six months or so. It's been a pleasure working with all of you and kind of sharing some of my knowledge. I look forward to continuing to do that when, these webinars pick back up in February. But in the meantime, I hope you have a great, a great Thanksgiving next week for those in The United States, and I hope you have a great holiday season for everybody in the world coming up here in December. And I hope everybody has a, safe and happy New Year as well. But I look forward to seeing everybody again in February, and be on the lookout for various blog posts and stuff that I will be doing, starting in January again as well. But thank you so much. Have a great rest of your day. Have a great rest of your week, and, look forward to seeing you in 2026.