Donations entered through a donation page will automatically generate a thank you email. To learn more about recovering these automatic emails, "How do...

A thank you email with transaction information is sent automatically for donations entered through a donation page. You can also manually send a thank you l...

You can use the Mail Merge envelope icon found on the Gifts grid or Gift tab to generate a single letter for a single acknowledgement.  This will o...

You will begin by filtering the Gifts grid to identify those gifts you wish to acknowledge. You can add queries like Date, Fund, or filter the Acknowledged ...

If you are creating a large number of mail merge letters, you may see a pop-up message indicating that the mail merge is working in the background and you c...

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...

From the Mail Merge Gift Templates page in the Fundraising Module, you will find a button on the top left +NEW TEMPLATE. Clicking on the down arrow will rev...

In order to make mail merge letters more secure, any mail merge letters sent directly to a constituent through email are now password protected.  W...

 No, there is no limit. You can create as many templates as you would like in each mail merge letter library.

Mail Merge templates are created and stored in the Mail Merge Template letter library pages under CRM, Fundraising, Events, General Membership, and Youth Me...