The Print/Email Mail Merge feature allows you to send letters that you have created in the Mail Merge Templates for this grid. For example, from the Constituents Grid, you can choose letters that are created and saved in Mail Merge CRM Templates. You can learn more about creating mail merge letters in the articles in the corresponding modules.

Once your letter is created, you can use the Actions menu to send the letter to the constituents included in your current grid view. Click on Actions, then select Print/Email Mail Merge.

In the new pop up window, you will begin by selecting the template (letter) to send under the Mail Merge Template menu. Once the letter is selected, you can click on View/Edit button if you would like to open the letter template to view or edit it.

From the Constituents Grid only, you have the option of adding a summary document for Cumulative Giving or an open Pledge Summary under Attach the following data to the end of the letter. Selecting one of these summary documents will also allow you to choose the date range and other filters to apply to the summary report.

For all grids, you next will select the delivery method in the Delivery Options section.

• Print to PDF will produce all the letters together as a single pdf file. Each letter will be personalized with the mail merge fields you set up in the letter template. For most browsers, this will open in a new browser window to show all the letters.
• Print to Word will produce all the letters together in a single Word document. For most browsers, this document will download to your computer. You will need to open the document with Microsoft Office or compatible program like Google Docs.
• Print to Work (Advanced) is only used for documents that contain complex merges like tables or graphs.
• Email link to PDF file will open a new window to send the letter via a link to their email address(es). Be sure that all constituents in your export have an email address if using this delivery option.
• If Email link to PDF file is selected, you have the option to send this message to just the constituent's Primary Email or to all emails the constituent has in the profile record.

Next you will choose the Archive Options. 

• Save to Documents - Selecting YES will save a copy of the letter specific to the constituent in the constituent's documents tab and CRM>Documents Grid.  
• Post to Portal - Selecting YES will make this document viewable by the constituent when logged into their portal account. Note that this option is only available with the Advanced Portal access.
• Document Name - enter in any name you would like for this document. The same document name will be applied to all constituent records.
• Document Category - you can select from the picklist which category this document is assigned to. You can also use the New/Edit option to modify the document categories.

Click OK when you are ready to produce the letters.

If you selected the Email link option, a new window will open to add details to the email being sent. You can customize this message as desired, even adding mail merge personalization using the Insert Mail Merge button. The constituent will receive only their letter attached to the email. If you lose the link, you can insert a new link with the Gear icon.

Click the Send button to send the emails.