Donor Mail Merge Data
This article explains what the Donor Mail Merge Data report in ExpensePlus is, and how you can use it to benefit your organisation.
In this article:
The Donor Mail Merge Data report within ExpensePlus enables you to download donor data in spreadsheet format. You can then use this spreadsheet as an efficient way to send customised emails and letters and/or create labels or envelopes.
You may wish to use this together with sending a donor statement, which can be generated via the Generate Donor Statements report in ExpensePlus.
Other donor data (which isn't included within the Donor Mail Merge Data report) can be downloaded from within the Manage Donor Screen by selecting the appropriate tab and then downloading to .csv
Donor Mail Merge Data report
The Donor Mail Merge Data report is found within the Donation Reports menu.
You can filter donors that appear in the Donor Mail Merge Data export by Donor Tag:
The mail merge data includes the total donation amount and the Gift Aid amount a donor has given between the dates you specify in the 'Donations Between' fields at the top of the screen.
If you wish for this amount to only include donations for a particular fund(s) or donation method(s) then you can also set a filter for this at the top of the page:
Once you are happy with the data selected, click the 'Export Data' button at the bottom of the screen.
Although this screen is paginated, all data will download in one report.
Creating customised emails, letters, labels or envelopes
Once you have downloaded the data, you will be able to use it in whichever application you prefer to create customised donor emails, letters, labels or envelopes.
- For creating letters or envelopes, you may wish to use the mail merge feature in an app such as Microsoft Word or Google Docs.
- For sending emails, you might choose an app such as Mailchimp.
- For printing labels, you might want to use an app such as Avery that allows you to either print using your own printer (YouPrint) or send it to be printed (WePrint).
To better understand the Manage Donors module, please view the module overview here.