Servant Keeper Blog

How to Use Merge for Email and Print
(Plus Why You Should)

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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.

merge an email or letter by simply selecting the document you want, and then dragging and dropping fields into the document

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.

Merge Directly From a Member’s Profile

Do you need to merge a document for one person instead of an entire list of people? You can also merge an email or letter template directly from an individual profile. It doesn’t get any easier than this for personalized mass mailings and emails.

An Example of How Merge Makes Your Communications More Effective

Merging into your documents and emails will make your ministry’s communications more effective. By personalizing all of your communications, you can increase the relevance of each communication to the recipient.

As a good example, consider a letter that lets your members know the pledge drive for a new church roof is coming to a close. Without merge, you might choose to send a generic letter reminding people that you’re still short on necessary funds.

Instead, with merge, you can send a letter that kindly reminds each person what he or she personally pledged, and what they have given so far. Providing your members with this additional information will make your letter more effective, because they’ll have a better understanding of how they can do their part to help reach your goal. And because you’re using merge, this more effective, more detailed communication won’t take you any more time.