VerticalChange's Mailing feature provides a basic mail merge function using data collected from form results. In order to specify which data to use the agency administration will need to create a report that will be used by the Mailing feature. With the report created you can create a letter template where you specify which report the mailing will use for the mail merge data along with the letter layout (Card, envelope, letter).
Mailing - a batch of letters created at the same time
Letter - a letter created using a letter template with placeholder text replaced with data values
Letter template - settings and letter body text to be used to create a letter
Letter layout - settings that controls how the letter is styled on the printer (ie page orientation, margins)
Report - A VerticalChange report that provides the data for a mailing
Program - a set of related forms for specific outcome
Form results - data entered a Program's activity form for the mailing