Learn how to navigate Letter Merge in this step-by-step guide. This help guide will cover how to merge data into a letter.
Recommended Reading Before You Start
Content
Instructions
Neon CRM has many options for creating printed mail. Merging in Neon CRM means that you can automatically place constituent data, such as names and addresses, into a letter. You can also generate mailing labels. You can export your list for an external merge or use an internal Neon CRM merge. This guide will focus on Neon CRM merges.
Letter Print Queue
To access the Merge Queue:
1. Select Letters in the navigation menu and select Letter Print Queue.
2. The Letter Print Queue list page appears. You can filter by time, type, system user, or status.
3. Within the list, you may select the Three-Dot Action menu to Preview & Print, Copy Address, Mark as Sent, Send Email, or Delete Letter.
4. You can also select multiple letters by selecting the checkboxes next to row. You will then be able to Preview & Print, Externally Merge, Mark as Sent, or Delete Letters.
Preview & Print
1. Once you have selected Preview & Print, you will be taken to the Letter Preview & Print page. This will include all letter selected from the previous page. Select Print and follow the prompts from your computer to print these letters.
2. When finished, select Mark as Sent. It will simply mark the letter as "sent" on the constituent's record, and remove it from the list of letters to merge. The letter will also be added to the list of completed merges.
3. Additionally, you have the option to Export Addresses as an Excel or CSV.
Sent Letters
1. You can view all sent letters by selecting Letters from the Navigation Bar and then Sent Letters from the drop-down menu.
2. This takes you to a list of all sent letters. You can filter this list using the criteria at the top of the page and selecting Search.
Populating the Queue
Items enter the Letter Merge Queue from automatically generated System Letters and Campaign Letters created directly or through a report.
These are appropriate for transaction acknowledgements, for example. The settings that control which actions add constituents to the mail merge queue are found under Settings cog >Global Settings> Communications> Transaction Acknowledgements> System Email & Letter Defaults
You can also generate new mass mailings - Campaign Letters. This can be done in two ways.
- Navigate to Letters> Campaign Letters & Tracking >New Campaign Letter.
- Open the reporting module, create a New Report, and select Mailing Report or Household Report. You’ll specify some sort of criteria to set up your mailing list to include the people you’re targeting. Select Export Results > Create Mailing, which allows you to choose the type of merge to perform and add the letters to Material Tracking.
If you are running a different type of report, you can Export Results Excel to perform an external mail merge.