Document merge

Updated 6 months ago

Document merge is Beacon's version of mail merge. With document merge, you can automatically create hundreds (or thousands?) of documents in seconds - which is most commonly useful for sending letters to your supporters, such as:

  • Donation acknowledgements
  • Welcome packs

How it works

In Beacon, you need to set up a document "template" - this is just a regular Word document, but with "merge tags" in the relevant places. For example:

Screenshot 2019-05-21 at 19.03.34

You can then automatically generate as many documents as you like using this template. In this example, we're sending donation acknowledgements, so we'll want to create one document per payment in Beacon.

Screenshot 2019-05-21 at 19.05.34

After generating, you can download a ZIP file containing all of the documents:

Screenshot 2019-05-21 at 19.07.39

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Creating templates

To create your document template, head over to Settings > Documents in your Beacon dashboard, and upload any word document you like as your template.

Beacon will automatically detect the merge tags in your template, and allow you to set "default values" for each tag - which will be used if the data isn't saved on a record in Beacon:

Screenshot 2019-05-21 at 19.11.59


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