You can build Lists in Donorfy that contain exactly the data you need,ranging from simple constituent details through to transactional information.
Create Your Mail Merge List
Click Lists from the navigation menu.
Click Add and choose the type of list you want to create.
For a standard mailing, choose a Constituent List.
Enter a name for your list.
Add filters to target the correct recipients. Examples include:
Not Archived
Channel Permissions are OK to Mail
A specific Purpose
Location criteria
Presence or absence of specific Tags
Click Save & Update Preview to review your results.
Adjust filters if needed, then save again.
Add Columns for Your Mailing
Click the Column dropdown.
Select the fields you want to include in your mail merge file, such as:
Personal Salutation
Personal Label Name
Personal Address fields (include Country for international mailings)
Any additional contact fields you require
Click Save & Update Preview to update your dataset.
📌 Note: The data shown is based on each constituent’s communication preferences and the contact details chosen for the list.
Download Your Data
Click the cloud icon at the top of the list.
Choose whether to add an Activity to each constituent record by toggling the switch to Yes if you want to log the mailing.
If adding an Activity, complete the Activity details.
Click Prepare Download.
Either wait for the file to finish preparing or retrieve it later by navigating to Data Management, then Downloads.
📌 Note: The downloaded file is a CSV containing the names and addresses selected through your filters and columns.
Use Your Data in Microsoft Word
Use the downloaded CSV as your mail merge data source in Microsoft Word.
Microsoft provides full guidance on completing a mail merge within Word.