How do I create a CSV rile from Convio (Mail Merge)?

Anonymous Blackbaud User

1) Go to Mail Merge under Constiuent360

2) Click "Create a New Mail-Merge".

3) Enter Mail Merge name, author, description, security category

4) Select whether you wish to log an interaction for each constituent (this is helpful for tracking both online and offline touches in the contact record).

5) From the list on the left, select the fields you wish to download, or click "Add all" button to select all fields. If you would like to select more than one field, but not the entire list, hold down the "Ctrl" key on your keyboard as you click on individual lines.

6) Click Next step button.

7) Select the Groups you would like to include from the filetree, click Next Step and then Confirm on the following page.

8) View the status of the Mail-Merge, which should be "queued" or "in process."

9) Click on Refresh at the bottom of the table next to the Done button.

10) Mail-Merge file is complete when status reads "Generated."

11)Click on blue floppy-disk icon to download as a csv file.