Print Mailings
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 ...Inserting images into HTML Templates
When sending emails through Sumac, it's important that the template for your email is an HTML file. This ensures that colours, links, font styles, and other formatting preferences appear appropriately in your recipients' email inboxes. You can use ...How to create Labels and Envelopes
In this how-to article, we'll learn how to create mailing labels. In the Contacts area, create a list of contacts who should receive the mailing, and expand Mailing > Labels/Envelopes. Click All to select the entire list of contacts. The first step ...How-to Video: Create Personalized Letters Using Mail Merge (3:14)
Script: https://sumac.com/assetswp/training-docs/Create%20Personalized%20Letters%20Mail%20Merge.pdfHow 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, ...People receiving our email cannot see the pictures. What’s wrong?
If you send an HTML email which contains links to pictures stored on your web server, here are some things that could go wrong: The picture is not actually on the server. In this case, put the picture on the server. The picture is on the server but ...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 ...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 ...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 does Sumac choose a contact's preferred address?
In every contact record, Sumac has space for three types of addresses: Residence Address, Business Address and Vacation Address. Based on the details gathered for each of these addresses, Sumac can also determine which address is the ...
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