[Donor Management System] Printing & Merging Letters to Contacts

After adding a Contact, you can easily print/merge letters or documents to be sent.

1. Go to the Contacts Tab

2. Search for a specific Contact or select either:

  • (1) The specific Contacts you wish to send Single Emails to,
  • (2) Every listed Contact on the page, or
  • (3) All Contacts in your DMS

3. Select the Actions menu at the upper-left side of the Contacts list

4. Either type “print”, “merge” or scroll down the Actions menu and select Print/merge document

5. On the next page, you will see the following information:

Main Fields:

  • Use Template: select an already created Template or create a new one by selecting Save As New Template at the bottom of the page or by going to Administer > Communications > Message Templates.
  • Choose File: upload a Word document to compose your letter.
  • Activity Subject: when Downloading the document, an Activity will be created and attached to the respective Contacts.
  • Tokens: also known as Merge Tags, Tokens can be used to automatically include information from a Contact in emails (e.g. “Dear {Contact First Name})
  • Campaign Group: legacy field not in use add the moment. Please ignore it.
  • Page Format: Default PDF Format: use the default PDF format margins and specifications or select your preferred
  • ones.
  • Save As New Template: save the created contents of this Single Email as a new Template.

Document Body:

  • Compose your letter using this standard formatting tool that uses rich-text (e.g. bold, italics, etc.).

Document Type:

  • At this moment, you can only download or preview your letter as a Portable Document Format (.pdf)

6. Fill out all mandatory fields and compose your letter

7. You can use an existing Template or save the contents of your newly composed letter by selecting Save As New Template

8. After all the necessary information is added, select Preview or Download Document to download a pdf of your new letter.

Note: After downloading your new letter(s), an Activity will be associated with the respective Contacts/

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