Can I create a mail merge document?

Creating an export to be used in a mail merge document either from a group or by using report filters

To print address labels for a group, you will need to create an export file using the Reports feature:

Go to the group's page by entering the name of the group in the Search bar and selecting that group.
- Be sure that "Address" is an attribute included in the Group View. If not, you can add it by clicking the "Customize" button, then Customize View, just below the row of blue Group buttons. To learn more about Group Views and how to Customize them, click here.
On the Group page, click the blue Reports button, then Export to Excel/CSV to initiate a download of the group's members and their attributes. The file can be found in your Downloads file with the Group Name in the file name.
Use this file to create a mail merge document in the word processing software of your choice, such as Microsoft Word. There is typically a Wizard that will walk you through the steps for creating the mail merge in your specific word processing software.

To create an export file to be used for a mail merge in other software:

Go to Reports > Members, select Export people to CSV/Excel file.
In the green column on the left, first name the export file, then choose the output Options for your labels: Address. (Name already included in a file export.)
Use the middle Filters column to choose people to include in the export file.
- Example 1: To print labels for everyone in the database with a birthday in the month of April, click the blue Members filter bar, then Custom Member Attributes. Under Birth Date range, select April in the Month Filter dropdown menu.
- Example 2: To print labels for everyone in the database who is a Member (for Church Member Type) and gave over $100 in Contributions this year, first click the blue Members filter bar, then Church Member Types. Click the radial for "Selected Church Member Types" and check the box for Member. Next scroll down to click the blue Contributions filter bar. Under "Total Contribution Amount" enter the Contribution amount range of 100.00 to 1,000,000.00 (or higher if that situation applies to your church) and a date range of January 1 of this year to present date.
Run the report to download the export file. Use this file to create a mail merge document in the word processing software of your choice, such as Microsoft Word. There is typically a Wizard that will walk you through the steps for creating the mail merge in your specific word processing software.