Mail Merge Gift & Pledge Templates
A mail merge template is used to create personalized letters. Mail merge templates utilize mail merge fields, which are identified in the letter with bracke...
Fri, Jul 15, 2022 at 3:38 PM
Mail Merge templates are stored and created in the Mail Merge Template Library under CRM, Fundraising, Events and General Membership. Choose the library bas...
Wed, Jul 20, 2022 at 2:02 PM
There are several videos showing examples of creating mail merge templates in the DonorView Video Library. You can access the entire library here: https://v...
Sun, Mar 30, 2025 at 9:50 AM
It depends on the source of the data for the merge fields. When working in the templates within the CRM, Fundraising, Event, and General Membership mod...
Fri, Jul 15, 2022 at 12:30 PM
A single letter can be generated by using the Mail Merge column in the grid you are working in. Find the record that you would like to create a letter for a...
Fri, Jul 15, 2022 at 1:50 PM
If you want to create a letter for multiple records in one batch, you can do this by first filtering the grid for the desired records. Then above the grid, ...
Fri, Jul 15, 2022 at 1:52 PM
For very large mail merges, it may take some time to complete the action. While the mail merge is being processed, it goes into the Mail Merge Queue. If you...
Fri, Jul 15, 2022 at 1:19 PM
Mail merge letters can be generated as Adobe pdf files or Microsoft Word files depending on the delivery option you choose. If Print to PDF is sel...
Fri, Jul 15, 2022 at 1:57 PM
You can generate a Year-End Letter within the Constituents Grid using the Mail Merge feature. First, create a letter in Workspace > CRM > Mail M...
Fri, Jan 19, 2024 at 7:07 PM
No, there is no limit. You can create as many templates as you would like.
Tue, Mar 20, 2018 at 3:07 PM