Thanking Donors by Snail Mail
The Mail Merge is a simple way to generate letters using the data you have already entered. (Those skilled in mail merge generation may find it simpler to work from a report spreadsheet, but for most people the goal is to thank donors and provide them what they need for their taxes.) A mail merge is built-in to the software to use the data already entered to assist in procurement, send invitations, or thank you to donors and guests.
Go to Reports > Mail Merges
Click on the Edit link next to the Sample Mail Merge. You will see how to input fixed fields and the merge or data fields that can be pulled from the data base.
Understanding How it Works by looking at the Sample
Parts of the Letter
1 & 2. Name and description for you and others to understand and remember the purpose of the letter.
3. What subset from the database will this letter be sent to? Choose the database of recipients. The number of people in this database will be the number of letters generated by the mail merge.
4. Who is the letter from ? Enter once per letter.
5. Name and address from database.
6. Greeting with name pulled from database.
7. Enter the body of the letter incorporating available data fields where appropriate.
8. Sign-off. Enter once per letter.
9. Click on Create/Edit and you will return to the list of Merges.
Click on the name of the letter you created and a Word document will be created with a page per person from the selected subset from the database.
You will be asked to Save or Open
The Word document should be Checked and Edited before being printed and sent.
| Prev: Reports > Pre Auction - Canned Reports of Donors | Next: Videos to Get Your Volunteers Started Adding Content (Copy) |
Comments (0)
Add your comment