Users can run any of the major Filtered Searches available throughout Crimson and seamlessly run a Word doc mail merge for the resulting records. For more information on preparing a Word document for Mail Merge, read the Crimson FAQ: How to Update Microsoft Word Settings for Mail Merging Amount Fields guide.
Mail Merge is available in the following areas: People Search, Money Search, Thank You List Select, Best Efforts, Exception Codes, and Event Invitees List.
For a list of possible Mail Merge fields to use in your Word Template, please consult this Mail Merge excel at the bottom of this guide. Each sheet contains the possible template fields and the corresponding Crimson Export field name (for example, FIRSTNAME will pull the Crimson Export FNAME data) for each type of mail merge. If you have suggestions for additions to this list, please contact CrimsonSupport@cmdi.com.
Mail Merge
Once you have reached the Mail Merge window, use the following steps to complete your merge. See the sections below for how to access the Mail Merge window from the different sections in Crimson.
- Select the desired template from the drop-down list. See the “Adding A Template” section below for how to add a new template.
- You can either click Download Template or Merge and Download. The download feature will download the template and clicking merge will begin the merge.
- If the mail merge is successful, then Crimson will download the merged document.
- If not some of the template’s fields will not merge, Crimson will give you a list of the fields not merging with the question “Do you still want proceed?” Click to yes continue with a download.
Adding a Template
From the Mail Merge bar, you can click + Add New Template to add a mail merge template. Enter the Code and Description. The Code is limited to 10 characters.
Click , and then an import icon will appear. Press
to upload a template. The template must be a Word Document. Click
again to save the template.
Managing Templates
To edit or delete templates, got to the People Settings. You can access this from the People Dashboard’s Navigation Bar. From the settings, select the Template tab.
- You can use the search bar to search for a template.
- To view a template, click
.
- From the Edit Template window, you can update the Code, Description, or remove and upload a new template file. Click
to finalize any edits.
- Delete a template by clicking
.
People Search
To complete a People mail merge, use the People Search to get the donor record results you want to merge. On the results window, click the button in the bottom left and select Mail Merge. The Mail Merge bar will appear.
Money Search
To complete a Money mail merge, use the Money Search to get the donor record results you want to merge. On the results window, click the button in the bottom left and select Mail Merge. The Mail Merge bar will appear.
Thank You List Select
To complete a Thank You mail merge, use the Thank You’s Needed card on the Fundraising Dashboard. You can either use the results given or use the filters to narrow your results. On the results window, click the button in the bottom left and select Mail Merge. The Mail Merge bar will appear. After selecting a template, Mark Thank You Sent on all records? will appear. Check the box if you wish to mark the records as thanked, then if you run a search again they will not be included in the results. We recommend not marking the records thanked the first time, in case something happens with the merge. After successfully merging, then go back through the process and mark the records as sent.
Best Effort
To complete a Best Effort mail merge, use the Best Effort action button to run the list of itemized best efforts on the Compliance Dashboard. Select the Fund Code and then click
. On the results window, click the
button in the bottom left and select Mail Merge. The Mail Merge bar will appear. After selecting a template, Mark Best Efforts Sent on all records? will appear. Check the box if you wish to mark the records as sent, then if you run a search again they will not be included in the results. If you check the box, another will appear asking Create Contact Management Note? If checked, two fields: note and date will appear for you to complete. This allows you to append a Best Effort Note to all to be merged records.
We recommend not marking the records sent the first time, in case something happens with the merge. After successfully merging, then go back through the process and mark the records as sent.
Exception Codes
To complete an Exception Code mail merge, use the Exception Code action button on the Compliance Dashboard. From the Exception Letter window, select the Fund Code and Exception from the drop-down list in Step 1. Under Step 2, note if you want to create a contact management note. In Step 3, select the
button. The Mail Merge bar will appear.
Event Invitees List
To complete an Invitees mail merge, navigate to your event using the Event Dashboard. When you have opened the Event, click on the tab. From the page, you can filter the invitees using Status, Type, Check In, and CTD Total. When ready, select the Mail Merge icon in the bottom right. The Mail Merge bar will appear.
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