The Mail Merge GM Templates page will allow you to build, manage and edit mail merge templates that can be used on the main Membership grid. To create a new Mail Merge template, click the green “+ New Template” button and select “create new”. Or if there is an existing template you wish to edit you can mouse over that template and click “Edit”. Mousing over a template will also give you the option to Preview the letter in a new browser tab, edit the Name of the template as well as its Tags and Category under Settings. You are also able to delete the template.


Once inside the editor, the functionality is the same as all the other Mail Merge editors available within the Software. However, the mail merge fields you insert into the template are specific to the fields that appear on the main Membership grid. These fields can be found by clicking on the Mail Merge tab in the editor and selecting, “Insert Merge Field”.