Mail Merge Templates

What is a Mail Merge Document?
A Mail Merge document is a template that you can create using the fields from either Constituent, Gift, Pledge, Event, or Membership records. The template c...
Wed, 17 Mar, 2021 at 8:56 AM
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.
Wed, 17 Mar, 2021 at 8:56 AM
Where can I see or create a Mail Merge Template?
Mail Merge templates are stored and created in the Mail Merge Template Library under CRM, Fundraising, Events and General Membership. Choose based on which ...
Wed, 17 Mar, 2021 at 8:58 AM
What Mail Merge Fields are available?
On the constituent templates, all the fields from the constituent profile and constituent dashboard are available to be inserted into the template. On t...
Wed, 17 Mar, 2021 at 9:00 AM
How to Generate Single Mail Merge Letters
A single letter can be generated by using the Mail Merge column on the dashboard. Find the record that you would like to create a letter for and click the E...
Wed, 17 Mar, 2021 at 9:23 AM
How to Generate Multiple Mail Merge Letters
If you want to create a letter for multiple records in one batch, you can do this by first filtering the dashboard for the desired records. Then above the g...
Wed, 17 Mar, 2021 at 9:08 AM
What file format does AssociationSphere create for the Mail Merge Letters?
A single PDF or Microsoft Word file is created for your letter or letters. The file will either contain a single letter or multiple letters depending on how...
Wed, 17 Mar, 2021 at 9:09 AM
How do I create a Year-End Letter?
You can generate a Year-End Letter on the Constituents grid using the Mail Merge feature. First, create a letter in Mail Merge Templates to act as the Cover...
Wed, 17 Mar, 2021 at 9:12 AM