- Create a CSV file that includes columns for each of the custom merge fields you want to use. This can be done by doing an export within CRM from a Query.
- How to create an imported list
- Create an email template, and select the imported list that you just created as the data source.
Note: If you already have an email template you want to use we will need to copy the template. How to copy a template and change the data source.
- Create a message using that template. The extra columns will become merge fields that will be available after clicking on the Insert tab in the message.
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