Mail Merge CRM Templates
How to Create Mail Merge CRM Template LettersYou are able to create and send mail merge letters from the CRM, Fundraising, Membership, and Events modules. Each grid has its own letter template library that uses the data from its corresponding grid. With the CRM Module, you can send letters to constituents shown on the Cons…7 min readSample Mail Merge CRM Template LettersAttached are examples you can copy and paste into a mail merge template and customize for your organization. Use CTRL "c" to copy the text and CTRL "v" to copy the text into your template. Note that you will still need to insert the mail merge fields by using the Insert Merge Fi…1 min read