Mail Merge Templates
A Mail Merge document is a template that you can create using the fields from either Constituent, Gift, Pledge, Event, or Membership records. The template c...
Wed, Mar 17, 2021 at 8:56 AM
No, there is no limit. You can create as many templates as you would like.
Tue, Mar 20, 2018 at 3:07 PM
Mail Merge templates are stored and created in the Mail Merge Template Library under CRM, Fundraising, Events and General Membership. Choose based on which ...
Wed, Mar 17, 2021 at 8:57 AM
On the constituent templates, all the fields from the constituent profile and constituent dashboard are available to be inserted into the template. On t...
Wed, Mar 17, 2021 at 8:59 AM
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...
Tue, Mar 20, 2018 at 3:28 PM
If you want to create a letter for multiple records in one batch, you can do this by first filtering the dashboard for the desired records. Then above the g...
Wed, Mar 17, 2021 at 9:07 AM
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...
Wed, Mar 17, 2021 at 9:09 AM
You can generate a Year-End Letter on the Constituents grid using the Mail Merge feature. First, create a letter in Mail Merge Templates to act as the Cover...
Wed, Mar 17, 2021 at 9:13 AM