DONNA MITCHELL
TRAINING SPECIALIST
The Secrets
of Mail Merge
X What is a Mail Merge?
X Which fields can be used?
X Where can data files be created?
X Adding fields to a mail merge template
X Uploading mail merge templates
X Let’s Merge! ~ Demo
AGENDA
What is a mail merge?
What is a Mail Merge ?
Which fields can be used?
Any field that is populated
AND
Is in your Export Template
(table-specific)
AND
Is a merge field in your mail merge
letter template
Where can I find field names?
Screen Designer
Community>Knowledgebase>Field
Names
Code Maintenance
Export Templates
• Mailings > Mail Merge
• Report Center
• Receipts
Create a Data File (CSV)
Insert from a data
source via Mail Merge
in Word
Edit an existing mail
merge field in a mail
merge template
Adding Fields to a Mail Merge Template
Adding/Editing a Merge Field
Right-Click > Edit Field
Mail Merge Templates
Settings > Mail Merge
Templates
Mail Merge Steps
Upload Mail Merge Template
Settings>Mail Merge Templates>Upload
New
Perform Instant Merge
From DonorPerfect or Upload file
Prepare Mail Merge
Template
Be sure all mail merge fields are
correct and properly labeled
Prepare Data File
Mail Merge/Reports/Receipting
Step 1: Preparing the Mail Merge Template
Step 1: Create the Data File
Settings>Export Templates
Step 2: Prepare the Mail Merge Template
Step 3: Upload the Mail Merge Template
Step 3: Access the Data File
Step 4: Perform the Merge
1
2
3
Completed Merged Letter
Mail Merge Demonstration
REVIEW
Upload Mail Merge Template
Settings>Mail Merge Templates>Upload
New
Perform Instant Merge
From DonorPerfect or Upload file
Prepare Mail Merge Template
Be sure all mail merge fields are correct
and properly labeled
Prepare Data File
Create Export Template with
fields you want pulled from DP
Mail Merge/Reports/Receipting
Come Together
You've got mail merge letters that you need to send out
Filled with gifts and data from your donors' records
Make it as easy as 1– 2 – 3
Got to do a mail merge function quick as can be
Come together, right now, with DP!
