How do I generate letters from My List?

Overview

My List provides an easy way to generate personalized letters for a selected group of contacts, regardless of whether they have contributions or not. 

Step 1: Create or access My List 

1. Add contacts to My List using your preferred method 

2. Ensure you have contacts that match your intended recipients 

Step 2: Open the Mail Merge function 

1. From the My List page, click on "Mail Merge" in the header 

2. This will open a Contact Records Report filtered to your selected contacts 

Step 3: Configure your report columns 

1. Edit the columns in the report to include all fields needed for your mail merge 

2. Make sure these columns match the merge fields in your template 

3. This ensures all needed data will be available in your merged document 

Step 4: Generate the letters 

1. Click on Report Actions > Generate Letters 

2. Select your preferred template 

3. Choose whether to update contact history with a result of "Mailed" 

Step 5: Access your generated files 

1. Once processing is complete, your files will be available in My Export Files 

2. Download the files to open them in your word processor 

3. Print or distribute as needed 

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