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 linked to the Constituents grid. These letters are used for things like End of Year Tax letters, Annual Donation Appeals, Volunteer Thank Yous, and general correspondence.

The Mail Merge GM Templates found in the Membership module are linked to the data found on the Memberships - Summary grid. They are used for sending membership payment reminders, renewal reminders, manual memberships entry acknowledgments, and can be used for creating membership certificates.

The Transactions & Invoicing Module has three different mail merge template libraries:

• Mail Merge Gift Templates are linked to the data on the Transactions grid and are used for sending manual acknowledgments for invoice payments and other transactions that do not have an automated thank you.
• Mail Merge Pledge Templates are linked to the Pledges grid and are used for sending acknowledgements and reminders for pledges.
• Mail Merge Invoice Templates are linked to the Invoices grid and are used for sending cover letters and reminders for invoices.

The Events Module has two different mail merge template libraries:

• The Mail Merge Event Templates are linked to the Events - Summary grid. They are used for sending manual acknowledgements for event transactions and payment reminders. These letter only go to the purchaser (registrant), not to the actual attendees.
• The Mail Merge Event Attendance Templates are linked to the Event Attendance grid. They are used to send letters to both the purchaser (registrant) and/or the actual attendees. They are typically used to send information about the event, post event thank you letters, and certificates for CEUs.