Connection Card Pro Help & Documentation

Mail Merge Letters

Connection Card Pro’s Letters can be generated to mail merge with your custom Letterhead Template you created along with mail merging with names and addresses. Save time having to put letterhead in the printer when you are ready to print your letters! The letters you create stay in the Manage Letters page until you delete them, keeping them handy for future use. Your letters can then be sent to any group of people within your organization and are great for a mailout to parents of children in your children or youth departments as you have the option to address these to the “Parents of…”!

After you have created your Letter and letterhead and saved both. There are 2 ways to run a mail merge:

1) While in Letter view

From the menu:
Communications > Settings > Manage Letters

• Select “View” for the Letter you would like to merge with your Letterhead.
• Scroll down and select “Generate Automated Letters using this Letter.”
• Select a group to address letters to and select address options.
• Choose your letterhead from the dropdown menu if you have created a letterhead template.
• Select attended options.
• Click “Generate Report”

After printing, go to Communications > Settings > Address Labels to prepare your labels!

2) In Generate Letters

If you will be sending out the exact same letter on different occasions with no changes needed to your letter, you can also print and mail merge names with addresses and your custom letterhead template here. 

From the menu:
Communications > Settings > Generate Letters

• Select a group to address letters to and select address options.
• Choose your letter template from the drop-down menu.
• Choose your letterhead template from the drop-down menu if you have created a letterhead template or choose to print on a blank page.
• Click “Generate Report”.
• Print your letters.