FAQ: Using Mail Merge with Fundly CRM
First off, start by checking out a few tutorials on the Mail Merge process using Microsoft Word. For quick reference, here are a few:
To do a mail merge, you will need to start with an excel file with the data that you want to populate your word document with. To get this excel, you would go to Reports in Fundly CRM and export a report you have created.
Once you have your report generated, save the results as an excel file, by using either Generate MailList or Export to XLS in step 3. If you download the report as a Mailing List, sometimes this will get saved as an xml based file rather than an xls. To use the excel in Word for Mail Merge, you will need to re-save the file as an xls by opening it in Excel and using the Save As option.
Now, open Microsoft Word. Depending on your version of Word, the location of the Mail Merge set-up will be different. Usually it is in the Mailings or Tools tab.
You’ll first need to choose what type of document you are creating – letters, labels or envelopes. Then, you’ll need to connect the document to your data source - select the excel file that you just downloaded from Fundly CRM.
Once you have connected a data source, you will then be able to insert the placeholders that you want to be included. The placeholders will refer to the column headers within the excel file. For example, if you have a column for First Name, the placeholder will look like this: «First_Name». When you finish the merge, the information in the column will be auto-populated into the Word document for each contact (though don’t forget to use the «Next Record» placeholder to populate the information for each contact, rather than the information for the same contact throughout).
For a more in-depth discussion of Mail Merge, please do refer to the tutorials given at the beginning of the article.