Microsoft Word for Reminders

Before you run reminders, we recommend creating a reminder form template in Microsoft Word first. This form template contains the text you want to repeat in each reminder. You merge the template with reminder data to create the reminders you send to constituents. By creating the Word form template first, you can generate merged reminders easily after you run the reminder process task in this program.

When you create the Word form template the first time, generate a header file from the program to use in the form template for merged fields. The header file exports in.csv format. For more information, see Generate a Header File and Add Reminder Process Screen.

Note: After you merge the reminder Word form template with reminder data, you can print the reminders to mail to constituents. You can send reminders via email by including the merged file as an attachment to the email.

For assistance with Word merge help, see the Microsoft Word help file. Also, visit www.blackbaud.com for Knowledgebase articles about the merge process with Blackbaud programs.