How to update the text of a membership card

Membership cards are issued to new and renewing members in Altru as a proof of membership.  Membership cards are typically printed in a large group from the Print membership cards process.  Sometimes it is necessary to change the text on the membership card to update the card, for example for changes to the membership or membership benefits. 
  1. Update the existing Word document that was used for the membership card OR create a new membership card format.  If you need to add or change merge fields, go to Marketing and Communications > Letter Template Library > Generate header file under Tasks.  Choose type membership card and click Ok.  Then use this CSV file to do a mail merge with your Word document.  Save your membership card document.
  2. Go to Marketing and Communications > Letter Template Library.
  3. Click on the card format that needs updating, and click Edit.  Note: If you don't know which card format is being used, go to Memberships > Print Membership Cards.  Next to the name of the process used, note the card format name.
  4. Click Clear File to clear the current card document.
  5. Click Choose File, and browse out to the updated card word document.
  6. Click Save.

Environment

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