Mail Merge with Group Name

Sarah Massoni
Sarah Massoni
First Anniversary December 2023 Challenge: Season of Giving June 2023 Monthly Challenge
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions

Hi - When I'm running a MailMerge, is there a way to include Group information, most importantly the Group name, in the csv? I need to run a MailMerge with multiple Groups and I want to be able to see which Groups my constituents are in.

Alternatively, is there a report I can run that will give me the same information? That is, the names of the Groups that each constituent is a part of and the data that I'm looking for?

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  • Jeremy Reynolds
    Jeremy Reynolds
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Sarah Massoni

    Check out report writer for this and more. You'll want an “Interactions > Constituent Interaction Counts" report type, since it has groups data output options.

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