Crimson Feature of the Month: Mail Merge

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Crimson Feature of the Month: Mail Merge

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Crimson Feature of the Month: Mail Merge | CMDI.com

Mail Merge is a new feature in Crimson 3 that helps users combine the results from Crimson searches with a Microsoft Word template. Mail Merge works with People Search, Money Search, Thank You List Select, Best Efforts, and Exception Codes in Crimson by taking search results and merging them into customized templates.

How to Use Mail Merge:

Before starting, make sure the correct Mail Merge fields are used in your Word document. Click here to download a list of allowable fields. Each tab in the Excel file corresponds to a different type of mail merge (e.g. Thank You List Select) and lists possible template fields with the corresponding Crimson export field name (e.g. FIRSTNAME will pull Crimson FNAME data).

 

1. Under People Search or Money Search, run a query to pull your intended list.

Note: For directions on opening the Mail Merge tool for the Thank You Note Select, Best Efforts, and Exception Codes, click here.

2. Under the Results tab, the records fitting your query will appear. In the lower left corner, click on the  for additional options.

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3. An option for Mail Merge will appear in the drop-down menu.

Crimson Feature of the Month: Mail Merge | CMDI.com

 

4. When the Mail Merge tool opens, select one of the templates in the drop-down menu.

Crimson Feature of the Month: Mail Merge | CMDI.com

 

5. Then click on the Merge and Download button.

Crimson Feature of the Month: Mail Merge | CMDI.com

 

6. If the Mail Merge is successful, a Word document will automatically download.

7. If there are any problems merging some of the fields, a message will appear asking if you want to proceed.

 

How to Add a Template to Mail Merge

1. Under the Mail Merge tool, you can upload a custom template to Crimson. Click on .

2. Enter the Code and a Description of the template.

Note: Codes are limited to 10 characters.

Crimson Feature of the Month: Mail Merge | CMDI.com

3. Click .

4. An icon to upload a template will appear. Select the Word document from your computer to import.

Crimson Feature of the Month: Mail Merge | CMDI.com

 

5. Click . A confirmation message will appear that your template was successfully added and should appear in the drop-down options.

Crimson Feature of the Month: Mail Merge | CMDI.com

 

How to Download a Template

1. If you wish to download or edit a template in Crimson, open up the Mail Merge tool.

2. Select the template you want to edit in the drop-down menu and click on the Download Template button.

Crimson Feature of the Month: Mail Merge | CMDI.com

 

3. A Word document should export to your computer.

How to Manage, Edit or Delete Templates

1. Go to People Settings, which is under the People Dashboard’s Navigation Bar.

Crimson Feature of the Month: Mail Merge | CMDI.com

 

2. Under People Settings, select the Template tab.

Crimson Feature of the Month: Mail Merge | CMDI.com

 

3. From this tab, you can manage your templates in Crimson:

Crimson Feature of the Month: Mail Merge | CMDI.com

(1) Click Crimson Feature of the Month: Mail Merge | CMDI.com  to add a template. Then follow the steps outlined above.

(2) Look for a template by keyword or name in the search bar.

(3) Click to view a template.

(4) Click  to delete a template.

4. To edit a template, select the one you wish to change and click .

5. A window will open where you can edit the Code and Description fields. You can also remove and upload a new template file.

Crimson Feature of the Month: Mail Merge | CMDI.com

 

6. Once your changes are made click .