Mail Merge with Group Name

Sarah Massoni

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?

Jeremy Reynolds

@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.