How-to Video: Create Personalized Letters Using Mail Merge (3:14)
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Can Sumac send thank you letters?
Sumac can generate personalized “thank-you” letters for donors using Sumac’s built-in mail merge features. You can create an HTML template for a thank you letter being sent by email, or a .docx or .rtf document for sending out thank you letters by ...How to create Annual Donation Summary Letters (U.S. Style)
Creating U.S. Style Annual Donation Summary letters is done by running a mail merge and using a template that generates the Annual Donation Summary letter. We recommend starting with the pre-built template on our website titled “U.S. Style Annual ...How To Insert Mail Merge Codes
Step 1: Open Sumac, and click “Contacts” in the console Step 2: Under “Mailing”, click “Mail Merge Codes” Step 3: Choose the record type, and then the field you want to insert Step 4: Copy the code that appears Step 5: Paste the code into your ...Sample Templates for Letters and Receipts
While some organizations prefer to build their own templates for fundraising letters, thank yous, or receipts, Silent Partner Software has created some sample template options to help you get started! Note: for print mailings, download the RTF or ...How-to Video: Step 2. Create html template (6:40)
Script: https://sumac.com/assetswp/training-docs/Create%20html%20template.pdf Sumac now offers its own HTML Editor to help you create and edit email templates, add mail merge codes to personalize your messages, and instantly save your HTML files into ...
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