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Doing a Mail-Merge

If you don't want to use customized letters, you can send out letters to your donors by doing a mail-merge using your word processor. Here is how you would setup a mail merge with Microsoft® Word 97.  Later, you just have to open the document and click on the Merge to New Document button.  (If you have a different word processor then check your manual for how to do the same actions)

1. Start Donarius® and export the donors you want to send a letter to.  Select the fields you need for your letter.  Make sure that Include field names in first line is checked.  Save the data to a file with a TXT suffix.

2. Start up Microsoft® Word 97 and open up the file with your letter or create one.

3. Go to the Tools menu and choose Mail Merge....

4. Click on the Create button, click on Form Letters... then click on Active Window.

5. Click on the Get Data button then click on Open Data Source....

6. Change Files of type: to Text files (*.txt), find the file you exported from Donarius® and double-click it.  You will probably see a window with a button Edit Main Document - click it.

7. Put the cursor where you want to put a field.  Click on Insert Merge Field then choose the field you want at the cursor.  For example: you may want to add the name and address to your document.  If so, click on Insert Merge Field then on the NAME field.  Repeat this for the other parts of the address.

8. Save the letter.  Later on when you want to print your letters just open the document and merge the names.

9. On the Mail Merge toolbar there is a button that when you put the mouse over it you will see Merge to New Document.  Click on that and you will get a letter per page for each person.

10. Print your letters.




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