The built in mail merge feature can be used to generate personalized (hard copy) letters for use in procurement and/or thanking your supporters.
Notes: If you are skilled at using Mail Merge, you may want to download the data and use a more robust mail merge tool to take advantage of advanced tools not available in the software's easy-to-use mail merge function.
Sample letters are provided as a reference point and can be used as is, edited to suit your needs, or ignored altogether.
Some users who want to include a header/letterhead have had success by entering the appropriate number of returns at the very top of the top address block to move the entire letter down on the printed page.
To preview and/or edit one of the sample mail merge documents:
Go to Admin > Print Materials > Mail Merges
To create a new mail merge document:
Click on New Mail Merge and compose. Available mail merge tags are included in the form, delete as needed.
To Preview and/or Edit an existing document:
Click on desired template and select an option from the dropdown menu:
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