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      Mail Merge
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        Mail Merge

        6 Articles in this category
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        Creating a Mail Merge

        Mail Merge is a very powerful tool in Admire. It is used to create customized letters, receipts, statements and other customized documents. Users can save a lot of time by using Mail Merge with Advisor, the Admire automation engine, to automate regu...
        Updated on : 12 Oct 2023

        Creating a New Mail Merge Template

        To create a new Mail Merge Template,  Go to the Mail Merge step 'Letter Type'.  Click on the down arrow on the right side of the 'Design Template' field and select the 'New' option.  A pop-up will give you an option to use t...
        Updated on : 10 Oct 2023

        Changing an Existing Mail Merge Template

        To edit an existing Mail Merge Template: Go to the Mail Merge step 'Letter Type'.  Choose your template from the dropdown and click 'Design'.  Your template document will open in a pop-up. Make all necessary changes and click 'Ok'....
        Updated on : 10 Oct 2023

        Duplicating a Mail Merge Template

        To duplicate a Mail Merge Template: Go to the Mail Merge step 'Letter Type'.  Choose your template from the dropdown, click the down arrow on the right side of the 'Design' button and select the 'Duplicate' option. A pop-up will give ...
        Updated on : 10 Oct 2023

        Deleting a Mail Merge Template or Letter Type

        To delete a Mail Merge Template: Go to the Mail Merge step 'Letter Type'.  Choose your template from the dropdown, click the down arrow on the right side of the 'Design' button and select either 'Delete Template' or 'Delete Letter Code' de...
        Updated on : 10 Oct 2023

        Auto-Calculations (ADVANCED USERS)

        At times, you may wish to have a merge automatically calculate a number for you. One example would be if you wish to use invoices to ask people to up their donations. Say, you create an invoice merge template reading: Hi, you gave us {Plg_Amount} l...
        Updated on : 19 Dec 2023
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