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Crimson Feature of the Month: Mail Merge

Adrienne | Fri Nov 18, 2022

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

How to Use Mail Merge:

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 button with blue stripes for additional options.

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

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

5. Then click on the Merge and Download button.

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.

3. Click .

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

5. Click .

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

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.

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.

2. Under People Settings, select the Template tab.

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

(1) Click  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.

6. Once your changes are made click .