How To Insert Mail Merge Codes

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 template. When you send your template, Sumac will automatically fill in the details from the database. Be sure to test your template before sending.

Nonprofit CRM Upload Templtes

Once your templates have been personalized with mail merge codes and are ready, you will need to upload them to Sumac. Find out how to do that in this article.
    Societ Academy

    Learn what you need to know, any time. Free!
    ​


    • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
    • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
    • A certificate of completion - you can request a certificate of completion for every session you attend.