How do I create tax letters with Mailchimp?

This article gives an overview of how Alpine database users can create personalized email outreach using Mailchimp merge fields.

What is it

Mailchimp users can sync fields from their Alpine database to create and send personalized tax letters via Mailchimp.

What are merge fields

In Mailchimp, merge fields are placeholders in an email template that are replaced with dynamic content when the template is merged with data from your Alpine database. Using merge fields in your email templates allows you to personalize the content of your email for each recipient.

In Mailchimp, each merge field corresponds to a unique merge tag, which looks like a snippet of text wrapped in special characters: *|EXAMPLE|*. When you insert a merge tag into your email, Mailchimp replaces the tag with the content stored in the corresponding merge field.

How it works

Your Alpine database automatically syncs the following fields to your Mailchimp Merge Tags list:

  • [Alpine] Last Donation Amount
  • [Alpine] Last Donation At
  • [Alpine] This Calendar Year Transaction Total Tax Deductible
  • [Alpine] Past Calendar Year Transaction Total Tax Deductible
  • [Alpine] Last Donation Amount Tax Deductible
  • [Alpine] This Calendar Year Donation Total Tax Deductible
  • [Alpine]Past Calendar Year Donation Total Tax Deductible
  • [Alpine] This July June Fiscal Year Donation Total Tax Deductible
  • [Alpine] Past July June Fiscal Year Donation Total Tax Deductible
  • [Alpine] This Calendar Year Linked Donation Total Tax Deductible
  • [Alpine] Past Calendar Year Linked Donation Total Tax Deductible
  • [Alpine] This July June Fiscal Year Linked Donation Total Tax Deductible
  • [Alpine] Past July June Fiscal Year Linked Donation Total Tax Deductible

 

You can insert merge fields into your tax letter emails by clicking the Merge Tags drop-down. 

Mailchimp_Tutorial_Merge_Tags_Outline