Letter Merge Tables

You can create tables to insert into some of your letters and emails. These tables contain fields that repeat. For example, for the Gift List letter, you can list all of the gifts that have been received during the time period selected. These gifts appear in a table in the letter.

The contents of each merge table depend on the letter template they are intended for. Not every letter template includes a table, and some letter templates allow you to select from several options.

You can change the columns in each table for your organization's needs. For example, you can add the gift reason, fund, or campaign name to the Gifts table that can be inserted into the Gift List template. See the Merge Table Setup topic for more detail on how to configure the tables.

The following letter templates include tables:

Letter Template	Merge Table	Contents
Acknowledgment Letter	Fund Splits	Fund name and amount for each fund included in the fund split for the gift.
Gift List	Gifts	Gift date, amount and value
Gift List	Gifts with Fund Name	Gift date, amount, value, fund names
Gift List	Gifts with Event Name	Gift date, amount, value, event
Pledge Reminder	Pledge Schedule	Pledge schedule amount, pledge schedule date
Tributes	Tributes	Names and addresses of donors who made a tribute gift
Volunteer Schedule Reminder	Volunteer Schedule	Scheduled date, start and end time, job
Volunteer Schedule Reminder	Volunteer Schedule with Project	Scheduled date, start and end time, project
Volunteer Schedule Reminder	Volunteer Schedule with Event	Scheduled date, start and end time, event
Volunteer Schedule Reminder	Volunteer Schedule with Task	Scheduled date, start and end time, task
Volunteer Thank You	Volunteer Hours	Scheduled date, start and end time, hours worked
Volunteer Thank You	Volunteer Hours with Project	Scheduled date, start and end time, hours worked, project
Volunteer Thank You	Volunteer Hours with Event	Scheduled date, start and end time, hours worked, event
Volunteer Thank You	Volunteer Hours with Task	Scheduled date, start and end time, hours worked, task
Grant Activity	Grant Activities	Activity scheduled date, activity type description
Grant Activity	Grant Activities with Summary	Activity scheduled date, activity type description, activity summary
Grant Payment	Grant Payments	Scheduled date, payment amount
Grant Payment	Grant Payments with Payment Type	Scheduled date, payment amount, payment type description
Guest Invoice	Guest Bill/Invoice
Guest Invoice	Guest Bill/Invoice with Charge Type