Uploading a Word Document into a Template

Templates in DonorDock may be created either through the template editor in DonorDock, or by uploading a Word Document for use as a Template.

To Create a DonorDock template from a Word Document

1. Navigate to the Template Manager. This page may be reached via Outreach, Transactions, or Settings Menu.

2. Click the button + New Template. This blue button will be located to the right of the search bar

3. Select Template Type

   • Marketing Templates are used for donor communication, such as direct mail and emails. Transactional Templates are used for gift transactions, such as receipts and pledges.

4. Select Output Type

   • Select Print

   • Select Microsoft Word

5. Enter Name for the Template. This is an internal name only for the Template.

6. Click Create Template

7. Click Upload Template File Button to load your Word document into DonorDock. File must be in DOCX format. A preview of the Word file will be available on the right and you may use the Test button to test your Template.

To Edit an Uploaded Word Template

1. Select the Word Template you would like to edit

2. Under Template File, click to download the current Template file

3. Make any desired changes and save the word document.

4. Select Upload New File button to upload the updated Word Document in DonorDock

Using Merge Tags in Letter Templates uploaded from Microsoft Word

• Merge tags will be available beneath your Template file information. You may copy and paste any merge tags into your Word document to populate information from DonorDock records

• Merge tags act as placeholders. When designing in and outputting to Word, the merge tag acts as a placeholder in the Word document. When the text gets replaced, the space it still taken up in the Word document even if the tag is empty.

  • The address block is the most common area where this might happen (with address 2 being utilized for some contacts but not all).

  • To resolve this issue, there is a merge tag that is specific to Word templates only: {{donor.address_block}}

  • This will generate the address block, and account for empty fields. Again, this merge tag ONLY works with Word designed templates.