Merge Options and Instructions

Below you'll find links to instructional pages for all the different letter merge options available in Theatre Manager.

If you are trying to eblast a group of patrons, and you have created double-opt-in mail lists so that you can confirm to CASL (Canada's Anti-Spam Law), please make sure to include the double opt-in mail list as part of your criteria in any of the search options.

This means you should have at least one criteria that says

belongs to mail list is one of [the double opt in mail lists of interest]

Merging through the Patron Window

When adding a Form Letter or Email to a single Patron's record, it is often easiest to merge using the capabilities of the Patron window.

Open the Patron's record from the Patron List window.
Click here for more information on this process.
Click on the Letters Tab at the bottom of the Patron window.
Click the Add button and choose whether to add a Letter or an Email.
This will open the Form Letter Selection window.
Enter the search parameters or simply click the Search button.
If no search parameters are entered, Theatre Manager will return a list of all form letters.
Click on the letter(s) to add to the patron to select them.
To select multiple letters, use the OPTION key (Mac) or the CTRL key (Windows).
Check whether the letter will be sent as a Letter or an Email with the radio buttons in the bottom left of the window (will match the choice you made when you first clicked Add), and click the Select button at the bottom right of the window.
An email address and SMTP mail server must be entered into Company Preferences to send emails. Patrons to whom emails are being sent will need an email address entered into the Patron record.
The Form Letters Selection window will close and the user will be returned to the Patron window.
The Letter or Email will be added to the Patron's Letter tab for later printing.

For more information about printing the letter or sending the email, click here.

Merging a Letter through the Membership, Pass G/C Detail Window

When adding a membership to a Patron, it is possible to also add a letter to the Patron. This can be done from the Membership Detail Window. To access this window:

Open a patron record
Select the Membership tab.
Select the appropriate membership from the list and click Open

From the Membership Detail window, click the Letter tab.
Click here to learn how to sell a membership.
Click the Add button and choose whether to add a Letter or an Email. The Form Letter Selection window opens.
Click on the letter to add to the Patron to select it.
Click the Select button at the bottom of the window.

An email address and SMTP mail server must be entered into Company Preferences to send emails. Patrons to whom emails are being sent will need email addresses entered into their Patron records.

The user is returned to the Membership Detail window and the letter is displayed.

Click here for more information about printing the letter or sending the email.

Diataxis:

How To

Merging a Form Letter through Volunteer Activity

This method is used to merge a letter with a specific volunteer activity performed by the patron. If the patron has not performed any volunteer activities a letter cannot be merged until an activity is entered.

Open the Volunteer History window.
Click here to learn how to open the window.
Under the Position tab in the top right, select an Activity from the list.

This will open the Activity History Detail window.

Click on the Letters tab.
Click the Add Button button.
The Form Letter Selection window will open.
Enter search parameters in the From and To fields, or simply click the Search button.
If the search parameters are left blank, a list of all letters will be displayed.
Click on the letter to be used.
Click on the Add Letter button or click on the Add Email button.
An email address and SMTP mail server must be entered into Company Preferences to send emails. Patrons to whom emails are being sent will need email addresses entered into their Patron records.
The user will be returned to the Volunteer Activity Detail window.
The letter will now appear under the Letters tab of this window. The letter will also appear under the Letters tab of the Patron window.

To find out more information about printing this letter, click here.

Merging Form Letters with Donations

As you are creating a new donation for a patron Theatre Manager gives you the option to merge the donation with a form letter. This letter could be a Thank You or Invitation to special donor only events. A variety of letters can be easily setup using Theatre Manager to create new letters. For more information on Form Letters click here. If you require to merge letters with many donations or tax receipts refer to Merging Letters & Tax Receipts using reports.

To merging a Form Letter with a Tax Receipt, you perform the following steps:

Insert the donation.
Click here to learn how to insert donations.
Selection the Donation in the Patron Donations tab.
Click the Open button.
Select the Receipts tab.
Select the receipt to merge the letter with.
Click the Add button.
The Form Letter Selection window will open.
Click the Search button to generate a list of Form Letters.
Select the Form Letter to add to the donation.
Single click on a letter to select it.
Click the Select button button.
The selected letter(s) have now been merged with the receipt and will be printed when the Batch Function "Print Charitable Receipts for Donor" function is initiated.

To merge a Form Letter with a Donation

Insert the donation.
Click here to learn how to insert donations.
Select the Donation in the Patron Donations tab.
Click the Open button.
Click the Pledge Schedule/Contacts tab.
Click the Add button.
The Form Letter Selection window opens.
Click the Search button to generate a list of Form Letters.
Select the Form Letter to add to the donation.
Single click on a letter to select it.
Click the Add button.
The selected letter(s) have now been merged with the donation and is ready to print. Click here to learn more about printing letters.

Diataxis:

How To

Merging a Form Letter to a Batch of Patrons

Click on the Form Letters menu, and go to the Form Letters >> Form Letters menu.
The Form Letter list window opens.
Click on the letter to be used in the merge.
If there are a large number of letters the search function at the base of the window may need to be used. You can type in part of the letter name to search for and click the Search button.
Click on the Letter Merge button at the top of the window.
The the Letter Criteria window opens.
Click the New button in the Letter Criteria window toolbar / ribbon bar, to add criteria.
The Add/Edit Parameter window opens.
Enter the criteria that is to be used in merging the letter.
In this example we will be adding all Patrons who have numbers between 1 and 50. For more information on criteria, click here.
Click the Add/Continue button to add additional criteria, or click the Save button to save and return to the Letter Criteria window.
Click the Done button.
The Merge Form Letter window will now open displaying all of the results based on the criteria.
Make any changes to the letters as needed.
Click here for more information on this window and the actions that can be performed.
When all actions have been completed, highlight the letters to be merged, and click the Merge button.
To highlight all of the letters, click on any letter and then use OPTION + A (Mac) or CTRL + A (Windows).

This opens the Merge Parameters window.
Adjust the Parameters as necessary.
For more information on this window, click here.
Click the Continue button to execute the Parameters.
If "Print Now" was selected, then the user's Print Dialog will open. If the "Print Later" option was selected, then the letters will be merged and stored for printing at the set time. Remember that at least one user must be logged in for the letters to print if an after-hours time was selected. If no user is logged in, then the letters will print the next time a user logs in, after the time set has been reached.

For emails, if "Email Now" was selected, then the emails would be merged and immediately sent. If "Send Later" was selected, then the emails would be merged and stored to be sent at the set time. For emails to be sent a Web Sales Listener must be active. The Web Sales Listener handles the sending of all emails, especially if the emails were sent in limited batch amounts.
When the Merge is completed, the user will be returned to the Merge Letter window with a report of the merge now displayed.
The user can now close this window and continue other operations.

Merging a Mail List with a Form Letter

Theatre Manager has a powerful marketing tool for postal mailings or email blasts built right in to the software. One of the most commonly used merge features in the Letters module allows a user to merge a mail list with a form letter both created using information contained in your database. The following few pages describes and illustrates the process of merging a mail list with a letter then either printing the result or sending it via email to the intended recipients.

Quick reference information for Merging Form Letters

Cheatsheet

Video

Selecting the Letter

To merge a letter with a mail list, you first need to choose the letter. To do this, you perform the following steps:

Choose Form Letters >> Form Letters.

Alternatively, select the Letters button in the Theatre Manager ribbon bar / toolbar.

The Form Letter List window opens.

For more information about the Form Letter List Window, click here.
Click the Search button and select the letter to use in your mail list merge.
Click the Letter Merge button.

The Form Letter Criteria window opens. click here, for more information on creating mail lists.

Attaching the Letter to a Mail List

When the criteria window opens, you can continue selecting or changing the criteria.

You can exclude those patrons who have indicated they do not wish to receive mailings, by ensuring the appropriate Exclude Records radio buttons are selected and that the criteria reflects that information.
To add any new piece of criteria, including a specific Mail List, click the New button.
To initiate a merge based on an existing mail list, select the Criteria category Patron Marketing Data > Marketing Patron Belongs to Mail List.
On the right side, choose the mail list of patrons to whom you'd like to send your letter.
When you have made your selection from the list of Mail lists, close the criteria window.
The selected mail list is added to the criteria.

If you do not have an existing mail list, you could enter criteria to build a new mail list to use for this mailing.
The process is the same whether you're using an existing one or creating a new one. For more information on creating mail lists, click here.
Click Done in the bottom right to start the merge.

Setting Sending and Routing Options

The Merge Form Letter Window opens.

For more information about the Merge Letter Window, click here.

Make the following selections appropriate to your needs.

Duplicates

Set the radio buttons to reflect the type of letter output you'd like for your mailing. Choices are:

One per receipt - there will be one letter for each receipt in the record.
One per patron - Patron receives just one mailing and the Receipt data in the letter is ignored. While this will limit the number of letters to a single patron, several patrons in the same household could receive letters.
Consolidate tickets (Patron) - the receipt data is consolidated into a table (rather than being ignored) and each patron will receive one letter based on that table of receipts. Several patrons in the same household could receive letters.
Consolidate tickets (Household) - Generates one single letter for the primary household patron. This is the method to ensure one letter or mailing for each household

Routing

Set the routing for your letter to - Print or Email. If you choose Email, you can then choose "If no email address", then either Ignore or Print the letter.

Unsubscribe

If you are sending emails to people, you may want to include a mail list that will be used to track unsubscribes. This mail list can be:

the main mail list used to find patrons to send the emails to
one of your other mail lists whose main function is simply to track unsubscribes. This could be used in the future to eliminate people who have declined receiving emails
a default mail list specified for the letter - which you can change if to want

Anybody who unsubscribes would be clearly marked the specified mail list. and you could use one of the search functions to eliminate them from future mailings.

You do not have to provide an unsubscribe mail list when e-blasting. For example, you:

WOULD NOT use an unsubscribe mail list if you were sending out an advisory about the event coming up that people have already purchased tickets for - or a quick eblast to board members.
WOULD likely use an unsubscribe mail list if it was a marketing newsletter.

You can see all emails associated with this mail list in the email tab on the mail list window

Click the Merge button when you see the list has been narrowed down.

Inserting unsubscribe links

If you want to add an unsubscribe link to your email, there are a few of steps:

Open your form letter list and find your email/letter to edit it
Click your cursor on the place in the letter where you want your unsubscribe link to be. Normally it is near the bottom of the email, so you might need a few extra lines
Right click to get the main context menu for adding items to the document
Select Insert Word Processor Field
From the context menu, select Unsubscribe from Email URL
The field will be added to the letter and a window will open letting you edit the link name displayed on the letter. See below - changing the name of the link
After saving the link, you may want to:
- centre the text using a keyboard short cut (cmd-shift-C) -or-
- use the editing tools palette to the right of the word processor
Adjust the font name, size and/or colour if neccessary

Changing the name of the link

As the unsubscribe link is being added, it opens the window to the right. The text that is displayed on the email defaults to Unsubscribe URL in the name field.

Name - Change the text in this field to be what you want displayed on the eblast
URL - DO NOT change the field name.

Setup for Unsubscribe Management

If you are e-blasting a form letter and do not provide an unsubscribe mail list, you will see a message similar to the below.

If a mail list is set as default for the form letter, it will appear here automatically. You can:

Clear it if you do not want to have an unsubscribe link on the eblast
Change it if you want to use a different mail list to track unsubscribes
Enter it if there is no default and you want to track unsubscribes for this eblast only

You do not need an unsubscribe mail list when emailing. CASL (Canada's Anti Spam Law) generally defines consent as:
Explicit Consent - where you asked the patron beforehand how you might contact them. In Theatre Manager you might have used a double opt-in mail list to identify people for this e-blast.
Since these e-blasts are typically of a marketing nature, you probably should include an unsubscribe option

Implied consent occurs if a client initiated activity with you and you have up to two years to contact them via email.
For example, if you are sending an email about tickets that people bought, it is part of the original transaction transaction and you have implicit consent to send people follow up information about the tickets or performance.
In such a case, you would NOT use an unsubscribe mail List

Requirements for unsubscribe link

There are two requirements to make an eblast unsubscribable:

Add the unsubscribe field to your email
Specify the mail list to track the unsubscribe patrons on the merge window (above). It can be set as default for the form letter

Note: when the the letter is being printed, the unsubscribe wording does not appear on the form letter

Complete the Merge and Print or Send

The Merge Parameters window opens. For more information about the Merge Parameters window, click here.

Set your desired Print and/or Email options and click the Continue button.
When the Merge is completed, you are returned to the Merge Letter window with a report of the merge is displayed.

Deleting a Batch of Merged Letters

After completing a merge process, and setting it to print or email later, the user may discover the need to delete the batch.

Go to Form Letters >> Tasks >> Print Letters/Send Emails.

The Print Letters Criteria window opens.
Adjust the criteria as needed for the employee who created the batch.
To edit a set of criteria, double click on it.
Click the Done button.
The Patron Letter window opens.
Select the letters from the batch and click the Delete button.
Multiple letters can be selected by using OPTION + click (Mac) or CTRL + click (Windows).

Click here for more information on this window.

A Delete Confirmation opens.
Click the Delete button.
The selected letters/emails are removed from the list.