Printing & Mailing Replacement Membership Cards

Owned by Shelby Lakins
Dec 21, 2023
  1. Go to the constituent’s record and click Write Letter from Template (under Tasks)
  2. Name the letter Replacement Cards
  3. Click the Magnifying Glass to select the template, then hit the blue search button
  4. Click on One Off 1 Card Membership or One Off 2 Card Membership, as appropriate, and hit Select
  5. Set the interaction type to Letter and hit Save
  6. Click the green arrow button next to Attachment
  7. Click on the link to the letter to download
  8. Open the letter: For one-off cards, Altru automatically adds an expiration time after the date, which you will need to delete
  9. Print the letter
  10. Repeat these steps to print your envelope, only choose Membership Envelope as the template
  11. Take the letter from the printer and remove the card(s)
  12. Attach the card(s) to a copy of the Card Replacement Note 1 Card or Card Replacement Note 2 Card, as appropriate
  13. Insert the note and cards into the envelope and mail

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