The Mail Merge tool has a sample thank you template for printing thank you letters for your donors. You can edit the template as desired, or create your own new document.
The mail merge tool generates letters in a single Word document, which allows you to edit individual letters, if needed or desired, before printing. The mail merge letters cannot be easily emailed. You can thank your supporters via email using the Thank You Email Templates.
To edit sample Thank You letter:
Go to Admin > Print Materials > Mail Merges > Sample Donor Thank You > Edit
Tip: You can preview the sample template with your donor data by clicking "Generate Letters".
Edit Template as desired:
Generating your mailing:
1. Click on Generate Document to preview your letters using the defined format/dataset/merge tags. Once generated, the individual letters can be edited if data provided via merge tag doesn't work and/or to add custom text to a particular letter. To make additional changes to the document format, return to the Mail Merges menu and select Edit again.
2. Click on Generate Address labels to produce labels using Avery 5160 or 5260 formatting.
3. Export as CSV to generate labels in a format other than Avery 5160 or 5260.
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