Mail Merge a Contact Document

Ensure you have created a Mail Merge document, see Mail Merge – Create a new Document.

1.       Click on the Contacts Menu/Function button.

2.       Use the Advanced Search function to filter Contacts. In the Grid List, click the records to be

appended to the mailing list. To select multiple sequential records click on the first record then hold down the <Shift> key and click on the last record or press <Ctrl> + <A>. Alternatively to select non-sequential records click on the first record then hold down the <Ctrl> key while clicking on other records.

3.       Click on the Tools button.

4.       Select Mail Merge…

5.       The Mail Merge Wizard Active Window will be displayed.

6.       The Contact Type Drop Down List will default to Contact.

7.       Click on the  button in the Document field, and then Browse to the document.

8.       Select the appropriate Option Button. See below:

9.       Select the Merge to Printer Option button to merge the document directly to the printer.

10.     Click on the Next> Button.

11.     Should you wish to exclude any of the recipients from the Merge, deselect the Include Check

Box alongside the respective recipients. Alternatively use the Select All button to ensure all recipients remain on the list or use the Select None button if you would like to add recipients one at a time.

12.     Select the Preview… button to preview the Mail Merge Document, or click on the Finish button

to Merge and Print the document.

13.     Select the New Word Document Option button to merge the document into a new Word®

document.

14.     Click on the Next> Button.

15.     Should you wish to exclude any of the recipients from the Merge, deselect the Include Check

Box alongside the respective recipients. Alternatively use the Select All button to ensure all recipients remain on the list or use the Select None button if you would like to add recipients one at a time.

16.     Select the Preview… button to preview the Mail Merge Document, or

17.     Click on the Finish Button.

1.       Select the E-mail Option button.

2.       Click on the Next> Button.

3.       Should you wish to exclude any of the recipients from the E-mail, deselect the Include Check

Box alongside the respective recipients. Alternatively use the Select All button to ensure all recipients remain on the list or use the Select None button if you would like to add recipients one at a time. Note that the default selection to Include each contact on the mailing list will depend on their Privacy settings, if the Accepts Email checkbox is on the contact will default to Include in the email. If the Accepts Email checkbox is off the contact will default to exclude in the email. In either case this selection may be altered.

4.       Select the Preview… button to preview the Mail Merge Document, or

5.       Click on the Finish Button.

6.       Enter a Subject Line.

7.       Select the HTML Option button to send the e-mail document as HTML (the document will be sent

as part of the body of the e-mail).

8.       Select the Attachment Option button to send the e-mail document as an Attachment.

9.       Click on the Finish button.

10.     The system will place the outgoing e-mail into the Outbox in Microsoft Outlook®.