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.

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