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Creating Mail Merge Letters |
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There are three different ways to create mail merge letters using DONATION. A mail merge letter is a document created with DONATION's internal editor (or in some cases your normal word processing program, generally Microsoft Word or WordPerfect) that has information from the DONATION program's data (Donor, Donation, or Receipt information) included in (merged into) it.
The first way, using Letters à One Letter, takes information from one Donor, and optionally information from that donor's donations or receipts, and merges it into a letter or receipt document.
The second way, using Letters à Mass Mailing, takes information from all Donors, and optionally information from their donations or receipts, and merges it into a set of letters or receipt documents, one per donor, donation, or receipt. You can also filter the data so only some donors, donations or receipts are included.
The third way, which in general is the hardest to use, uses the Save As button on any report viewing window to save the data from a report to a file. You then have to use that data yourself, with your word processor's mail merge capabilities to create a letter. It is the most complex of the methods and should almost never be required.
One major benefit of mail merge is that if you do not like the receipt format generated by the program, you can instead generate the receipts in your own format.
If you are going to use either Letters menu option, please read about the One Donor option first (the first link below), because the Mass Mailings option builds on that. And please read both of those pages before reading about generating receipts using mail merge.
Creating Letters for One Donor Editing with the Internal Editor Generating Receipts Using Mail Merge Generating Mailing Labels using Mass Mailings Doing Mail Merges using Save As from Reports Backing up and Restoring Letters Files
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