Mail Merge Templates

What is a Mail Merge Document?
Mail Merge document are templates that you can create using the fields from either Gift or Constituent records. The templates can then be generated as PDF o...
Mon, Feb 20, 2017 at 9:38 AM
Is there a limit to how many Mail Merge Templates I can have?
No, there is no limit.
Fri, Feb 17, 2017 at 4:10 PM
Why are the Mail Merge templates divided into two different sections?
They are divided because of the Mail Merge field you are able to use in the Template. Templates store on the Gift side can only contain Mail Merge fields t...
Fri, Feb 17, 2017 at 4:10 PM
How to I build a Mail Merge Template?
Mail Merge templates can be created in the Mail Merge Template Library under CRM or Fundraising. Choose based on which Mail Merge fields and data you want i...
Mon, Feb 20, 2017 at 9:39 AM
What Mail Merge Fields are available?
On the constituent templates all the fields from the constituent profile and constituent dashboard are available to be inserted into the template. On th...
Mon, Feb 20, 2017 at 9:40 AM
How to I generate a Mail Merge Document?
Click on the envelope Icon on the Mail Merge column to create a single letter or click the envelope icon to the right above the grid to create multiple lett...
Mon, Feb 20, 2017 at 9:40 AM
How to Generate Single Mail Merge Letters
A single letter can be generated by using the Mail Merge column on the dashboard. Find the record that you would like to create a letter for and click the E...
Mon, Feb 20, 2017 at 9:41 AM
How to Generate Multiple Mail Merge Letters
If you want to create letter for multiple record in one batch you can do this by first filtering the dashboard for the desired records. Then above the grid ...
Mon, Feb 20, 2017 at 9:41 AM
What file format does DonorView create for the Mail Merge Letters?
A single PDF or Microsoft Word file is created for your letter or letters. The file will either contain a single letter or multiple letters depending on how...
Mon, Feb 20, 2017 at 9:41 AM