- 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 The Raiser's Edge or CRM from a Query.
- 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.
- 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.
Connect and collaborate with fellow Blackbaud users.