Mail Merge Templates

What is a Mail Merge Template?
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...
Wed, 20 Jul, 2022 at 1:46 PM
Where can I see Mail Merge Templates?
Mail Merge templates are stored and created in the Mail Merge Template Library under CRM, Transactions & Invoices, Events and General Membership. Choose...
Wed, 20 Jul, 2022 at 2:40 PM
How do I create a Mail Merge Template?
Follow along videos for creating mail merge letters are available in the AssociationSphere video library, use password AS2021.  To create a mail merge t...
Wed, 20 Jul, 2022 at 2:50 PM
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 Genera...
Wed, 20 Jul, 2022 at 3:09 PM
How to Generate Single Mail Merge Letters
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...
Wed, 20 Jul, 2022 at 2:57 PM
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 grid for the desired records. Then above the grid, ...
Wed, 20 Jul, 2022 at 3:58 PM
What is the Mail Merge Queue?
For very large mail merges, it may take some time to complete the action. While the mail merge is being processed, it goes into the Mail Merge Queue. If you...
Wed, 20 Jul, 2022 at 4:00 PM
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 sel...
Wed, 20 Jul, 2022 at 4:02 PM
How do I create a Year-End Letter?
You can generate a Year-End Letter within the Constituents Grid using the Mail Merge feature.  First, create a letter in Mail Merge Templates to act as...
Wed, 20 Jul, 2022 at 4:08 PM
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