How to Create a Mail Merge Template

1. You will need to have a template created before you can send a mailing. From the main navigation, hover over Mailings, scroll down to Templates, and then select Mail Merge Templates.

2. Next, select ‘Add Mail Merge Template’.

3. Name your Mail Merge Template and choose the type of template that you are creating. You can select whether or not it is Active and add a Description if you would like too.

NOTE: The Template Type that you choose will affect which type of fields that you are able to add in the Mail Merge. If you would like to include event fields, choose an Event Template. If you would like to include membership fields, choose a Membership Template, etc.

4. Then select the fields that you would like to pull from Eleo for the Mail Merge file. Once you have all of the necessary fields checked, click on the ‘Add’ button in the middle of the screen to add them. If you want to add all fields, you can choose the ‘Add All’ button.

Alternatively, if you added one, or all fields in error, you may select the ‘Remove’ or ‘Remove All’ buttons. You may also reorganize the order of the fields using the Top, Up, Down, and/or Bottom options on the right-hand side.

5. When you are done adding and arranging all of your fields, click on Save in the upper right-hand corner of the screen.