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Welcome to the Non Profit Mail Merge wiki! Click below for useful documentation articles about how to get started with automatic document generation in Salesforce. If any of these links are broken or insufficient, please log an issue at the top of the screen so that I can follow up accordingly.
Which products exist in the marketplace that can help nonprofits leverage Salesforce AND create beautiful, convenient mail merges?
- Conga Composer
- Apsona Email and Document Merge
- S Docs
- Nintex
- Google Suite
- Microsoft Suite
- Template for future applications
As a Fundraiser, I need to download a personalized letter based on a single donation record. The letter template must include tax information. This will ensure that I acknowledge the contribution, steward the relationship with the donor, and remain compliant with tax regulations.
As a Fundraiser, I need to download a personalized letter based on a single Household record. The letter template must include tax information and a summary of the donor's contributions in the previous calendar year. This will ensure that I acknowledge the contribution, steward the relationship with the donor, and remain compliant with tax regulations.
As a Fundraiser, I need to download a personalized letter for each Household that gave a donation in the previous calendar year. The letter template must include tax information and a summary of the donor's contributions in the previous calendar year. This will ensure that I acknowledge the contribution, steward the relationship with the donor, and remain compliant with tax regulations.
As Senior Staff, I need to download a report that compares Actual Funds Raised To Date with Budgeted Fundraising Targets. This will ensure that I am well informed about our fundraising progress.
As a Fundraiser, I need to download quick summary of recent engagement with a prospect. This should include recent gifts, prospecting gifts, activities, campaigns, event registration, etc. The resulting merge output should be organized in a visually pleasing format. This will ensure that I am well prepared for high stakes donor meetings.
As a Fundraiser, I need to download Donor Addresses in a usable address-label format for printing. This will ensure that I can efficiently send out donor appeal letters, thank you letters, postcards, etc.
As a Program Manager, I need to download Participant Household Addresses in a usable address-label format for printing. This will ensure that I can effectively send out program invitations, brochures, etc.
As a Program Manager or Senior Staff, I need to download a Powerpoint file that summarizes Program Engagement statistics, charts, photos, etc in a consistent, visually pleasing format. I can use this Powerpoint file to reduce prep time for meetings and to inform key stakeholders about the organization's programming.
As a Program Manager, I need to print custom certificates (personalized with the participant Name) for everyone in a PMM "Cohort" or who logged a "Service Delivery" within a specific timeframe. This will enable me to prepare for Volunteer Appreciation events.
As a Program Manager or Event Planner, I need to print nametag stickers for either (1) all Campaign Members in a Campaign or (2) all Contacts related to a Service Schedule. This will enable my program to have a more welcoming, inclusive culture and save time in preparing for programming activities.
As a Fundraiser, I need to print personalized fundraising letters for specific segments of donors. This will enable me to communicate with them directly and solicit a gift.
As a Program Manager, I need to print an Attendance Sheet for all Contacts related to a Service Schedule. This will enable me to delegate attendance taking to staff who do not have access to Salesforce or wifi.
Project Milestones: stream of consciousness style running list of things I am learning/deciding as I build this project, and other project milestones