Mail Merge Gift, Pledge & Invoice Templates
Use and set up of mail merge templates in the Transactions & Invoicing module.
No, there is no limit. You can create as many templates as you would like.
Tue, 1 Sep, 2026 at 12:13 PM
In order to make our Mail Merge letters more secure any Mail Merge letters sent directly to a Constituent through email are now password protected. When cli...
Tue, 1 Sep, 2026 at 12:14 PM
Attached are examples you can copy and paste into a mail merge template and customize for your organization. Use CTRL "c" to copy the text and CTR...
Tue, 1 Sep, 2026 at 12:17 PM
Acknowledgement letters for thanking constituents for their new pledge are created in the Transactions & Invoicing Module on the Mail Merge Pledge Tem...
Thu, 3 Sep, 2026 at 1:50 PM