A thank you email with transaction information is sent automatically for donations entered through a donation page. You can edit this thank you email on the...

Donations entered through a donation page will automatically generate a thank you email. To learn more about these automatic emails, see this article. Y...

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...

 No, there is no limit. You can create as many templates as you would like.

Mail Merge templates are stored and created in the Mail Merge Template Library under CRM, Fundraising, Events and General Membership. Choose the library bas...

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...

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...

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, ...

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...

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...