Drag blocks onto the canvas: columns, logo, button, divider, heading, text, image, video, social links, menu, or raw HTML if someone on your team wants it. Side panels hold your content, your saved blocks, body settings, your image library, and uploads. Templates live in folders so a library built over three years stays findable, and you can send a test of any email or letter template to yourself before it goes to 4,000 people.
A merge tag is a placeholder DonorDock swaps for real data when the message sends or prints. Write Dear once with a tag after it, and 800 letters come out with 800 correct names. There are four categories:
A merge tag reference table lists every available tag, and there is a test contact so you can see exactly what a donor will see before you commit.
Templates hold real signatures — either your organization's receipt signature merge tag or an uploaded image of a handwritten one. Emails can carry attachments. Print templates can be adjusted for Word printing, paired with envelope templates, and set with page anchors so long letters break where you want them to.
The same template gets used by an automation step, sent in bulk from a report, attached to a receipt, or fired off one at a time from the Action Board. Write it once and it is available everywhere DonorDock sends something.
What is the difference between a marketing and a transactional template?
Marketing templates are for outreach like bulk email and letters. Transactional templates follow a gift — receipts, thank-yous, pledge reminders — and are the only ones with access to gift merge tags.
What are merge tags?
Placeholders that DonorDock replaces with real information when the message sends or prints. They come in four categories: donor, gift, organization, and miscellaneous.
Can I use my existing Word letter?
Yes. Word documents upload into DonorDock as print templates, and there are envelope templates for the mailing side.
Can I test a template before sending it?
Yes. Both email and letter templates can be tested, and a test contact shows you how merge tags will fill in.
Can I add a signature?
Yes. Use your organization's receipt signature merge tag, the sending team member's email signature, or upload an image of a handwritten signature.
Do templates work with automations?
Yes. Automation steps that send an email, text, or letter use the templates in your library, so a sequence you build once stays on brand.
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