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What is Merging?
Merging is automatically adding a recipient’s information from your database to a document, template, or email. For example, you can create a single letter template, and add merge fields for “name” and “address”. Then, when you print the letter for a list of recipients, each copy of the letter will include the correct name and address for it’s intended recipient.
In short, it’s a tool that makes personalized mailings and emails fast and simple!
SK Writer and Email Writer
Servant Keeper’s built in document and email writer make merging simple. These tools allow you to build, save, edit, and import templates that you can add merge fields to.
Because you can reuse and customize your templates, you and your team will save time.
Creating Word Documents
If you have Microsoft Word installed on your computer, you can also create Word merge documents directly in Servant Keeper.
Drag and Drop Fields
After you’ve selected or created a document, you can simply drag and drop fields into your document or email template.
What fields can you choose from? With Servant Keeper you’re not limited to common merge fields like name and address; you can merge in almost any field you track.