AssociationSphere

A mail merge template letter allows you to insert constituent fields into your letter so that you can use the same letter for many constituents at once, and...

There are different mail merge template libraries because the data linked to each type of letter is different.  Transactions & Invoicing Module ...

Follow along videos for creating mail merge letters are available in the AssociationSphere video library.  To create a mail merge template, go to the ap...

The Invoice Mail Merge Template is where the invoice cover letters and payment reminder letters are stored. These letter templates differ from the invoice t...

Mail Merge templates are stored and created in the Mail Merge Template Library under CRM, Membership, Transactions & Invoices, and Events modules.  Choo...

It depends on the source of the data for the merge fields.  When working in the templates within the CRM, Transactions & Invoices, Event, and Member...

You can send a single acknowledgement from the Transactions grid using the Mail Merge column. This column may be on the far right side of your grid, so you ...

The Transactions grid allows you to acknowledge a batch of transactions at once using the Actions menu and Print/Email Mail Merge. You will need to have at ...

If you are creating a large number of mail merge letters, you may see a pop-up message indicating that the mail merge is working in the background and you c...

Mail merge letters can be generated as Adobe pdf files or Microsoft Word files depending on the delivery option you choose.  If Print to PDF is sel...