How to Create a Letter Template

Letter Mailings in Eleo export out to Microsoft Word.


To create a Letter Template, follow these steps:

  1. Click on the Mailings tab in the left-hand side navigation bar in your Eleo database.


  1. Click on 'Letter' under 'Add/Edit Templates' to the right.


  1. Click on the 'Add Template' button. You may create unlimited templates in your account and reuse them if you wish.


  1. Fill in all required fields marked with a red asterisk (*) and any optional fields as needed.


      1. Template Name: title your framework.
      2. Template Type: the category of your mailing (General Mailing/Appeal, Thank You, Pledge Reminders, Events, or Membership Renewals).
      3. Description: an internal reference to this template.

      4. Active: toggle this to on so that you may use this template in your Mailings Module.


    1. In the Editor, enter the language that you would like in your template and insert any fields from the Available Fields section to the right by double clicking on them. These will populate with the information from your database based off of the criteria that you pull in the Mailings Module (Ex. gifts given in 2023).


    2. Make formatting adjustments in the Editor, including font, font size, bold text, hyperlinks, alignment, and more.


    3. When you are ready, click on 'Save' in the upper right-hand corner of the screen.

NOTE: The Template Type that you choose will affect which type of fields will be available. If you would like to include event fields, choose an Event Template. If you would like to include membership fields, choose a Membership Template, etc.

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