Help With Acknowledge Mail Merge

Eddy Hensch

I went through the tutorial, and I was able to merge the default information into a word doc. But I am having issues trying to get the fund name/description.

For example, looking at my list (above) I am trying to get the Fund name/description (2024 Super Fund Day).

I tried getting the fund id, custom fields, etc from a Get Gift List connector and couldn't figure a way to get any information that resembled the data from the list.

Thank in advance for any help…

Nicole Holt

@Eddy Hensch if you have the find ID, you can use the ‘Get a Fund’ action which will allow you to pull the fund description. Depending on whether you have split gifts, you may want to add a ‘for each’ loop--we don't split, so I used a formula that gets the first fund applied to a gift (which in our case is the only fund).

The attached screenshot is not for a letter, but it does grab a fund description, if that helps…