Mail Merge Gift, Pledge & Invoice Templates
Use and set up of mail merge templates in the Transactions & Invoicing module.
What is a Mail Merge Template?A mail merge template letter allows you to insert constituent fields into your letter so that you can use the same letter for many constituents at once, and each letter will be personalized for each constituent. Instead of using a form letter and typing the name, address, saluta…Why are there different mail merge template libraries?There are different mail merge template libraries because the data linked to each type of letter is different. Transactions & Invoicing Module Within the Transactions & Invoicing module, there are three libraries: - Mail Merge Gift Templates - linked to the data on the Transacti…How do I create a Mail Merge Template?Follow along videos for creating mail merge letters are available in the AssociationSphere video library . To create a mail merge template, go to the applicable module you are creating the letter for. There are mail merge template libraries for the CRM, Membership, Transactions…What is the Mail Merge Invoice Template?The Invoice Mail Merge Template is where the invoice cover letters and payment reminder letters are stored. These letter templates differ from the invoice that is generated from the Online Payment Page. The letter templates are created in the Word style editor. From the Mail Mer…Where can I see Mail Merge Templates?Mail Merge templates are stored and created in the Mail Merge Template Library under CRM, Membership, Transactions & Invoices, and Events modules. Choose the library based on which mail merge fields and data you want to be included in the letter. TheMail Merge CRM Templates are…What Mail Merge Fields are available?It depends on the source of the data for the merge fields. When working in the templates within the CRM, Transactions & Invoices, Event, and Membership modules, they have their own list of mail merge fields available and are drawn from the main grids within those modules. For ex…How to Generate Single Mail Merge LettersYou can send a single acknowledgement from the Transactions grid using the Mail Merge column. This column may be on the far right side of your grid, so you may want to drag that column to the left or use the Lock Column feature in the Column Settings (three dots at the top of th…How to Generate Multiple Mail Merge LettersThe Transactions grid allows you to acknowledge a batch of transactions at once using the Actions menu and Print/Email Mail Merge. You will need to have at least once Mail Merge Gift Template letter created in order to utilize this feature. This is typically used when you have m…What is the Mail Merge Queue?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 can recover your letters from the Mail Merge Queue page. You will receive an email when your mail merge is complete. You can…What file format does AssociationSphere create for the mail merge letters?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 selected, a new browser tab will open with the pdf file. It will be a single letter when only one recipient is selected, or, if multiple…Is there a limit to how many mail merge templates I can have?No, there is no limit. You can create as many templates as you would like.Mail Merge Letter PasswordIn order to make our Mail Merge letters more secure any Mail Merge letters sent directly to a Constituent through email are now password protected. When clicking the link within the received email message launching the mail merge letter, the recipient will be asked to enter a pa…Sample Mail Merge TemplatesAttached 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…How do I create Mail Merge Pledge Template letters?Acknowledgement letters for thanking constituents for their new pledge are created in the Transactions & Invoicing Module on the Mail Merge Pledge Templates page. You will need to create a different letter for each type of pledge you would like to acknowledge or for pledge remin…