How To Insert Mail Merge Codes

Step 1: Open Sumac, and click “Contacts” in the console

Nonprofit CRM Upload Templtes

Step 2: Under “Mailing”, click “Mail Merge Codes”

Nonprofit CRM Upload Templtes

Step 3: Choose the record type, and then the field you want to insert

Nonprofit CRM Upload Templtes

Step 4: Copy the code that appears

Nonprofit CRM Upload Templtes

Step 5: Paste the code into your template. When you send your template, Sumac will automatically fill in the details from the database. Be sure to test your template before sending.

Nonprofit CRM Upload Templtes
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