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.


    Our products got an upgrade!



    Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!


      • Related Articles

      • How to make a Template

        In order to create personalized letters in Sumac, you need to create a template. The first step is to draft the text. It is just a text file so there is no need for special formatting. Select the whole document and copy it to the clipboard. Next, ...
      • My .rtf or .docx template is not working. What’s wrong?

        Here are some problems that may arise when doing Mail Merge using an .rtf or .docx template: It is possible that the template is too large. This usually happens because the template contains high resolution pictures. In .rtf documents, pictures are ...
      • How to Use a Set of Templates

        Template Sets is a handy feature for grouping similar kinds of templates together and saving them into Sumac (e.g. sets of receipt templates, thank you letter templates, or even fundraising letters). For example, perhaps you want to have a few ...
      • How does sending bulk emails in Sumac work? How do I set it up?

        When Sumac sends bulk emails, it is essentially running a mail merge to personalize the emails as it sends them out. As such, you need a template that makes up the body of the email you're sending. Sumac combines the template with the data from your ...
      • How do I remove countries from addresses when doing mail merge and generating labels?

        First, tell Sumac which country to remove. You do this by ensuring that the country in your Office record is correct. Your Sumac Administrator can navigate to Utilities > Customize Database > Offices,and put the correct country in the default office ...
      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.