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Tutorial: E-mail Merge

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Tutorial: E-mail Merge

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While using Mail Merge for letters and envelopes can be very helpful in sharing your ministry with your contacts, sending more personalized e-mail messages can be an effective tool for communicating prayer needs and other quick updates. This tutorial guides you through creating a simple e-mail merge to a group of contacts. This tutorial was created using Microsoft Word 2007. For Word 2003, you may need to search for the buttons shown.

This topic covers how to send an e-mail merge, which sends a separate e-mail for each recipient. There is a separate topic for a Mass E-mail, which sends ONE e-mail message with multiple recipients.

Read More > Create Mass E-mail

Tutorial: E-mail Merge

1.Select the group you want to send this e-mail message to. In this example, the Current Group is a list of contacts who receive regular prayer updates.

2.Select E-mail merge

Menu Path: Groups Actions | Create E-mail Merge

3.When the Mail Merge dialog box appears, change the document type to Form Letters (e-mail).

4.Press the <OK> button.

This opens Microsoft Word and send your contacts to be the source data for the merge. The status bar will say "Opening Document" but it is actually creating a New document.

5.Create your e-mail message.

6.Where you want the recipient's first name to appear, insert the merge code for Greeting.

a.Place cursor before the comma.

b.Press the <Insert Merge Field> button.

c.Select the Greeting field.

d.Press the <Insert> button.

7.Press the <Finish Mail Merge> button.

Select "Send e-mail Messages" from the menu. Word will open the merge box.

8.Write a subject line.

9.Press the <OK> button.

Microsoft Word will open your e-mail software and send the messages.

More on e-mail Merge

You cannot attach a document (such as a PDF newsletter) to an e-mail sent this way.

To send a newsletter, you could use the <Create Mass E-mail> feature. This will copy all of the e-mail addresses into your clipboard, and you then paste them into the Blind Copy of your message. Then compose your e-mail message and attach your newsletter. Unfortunately, using this method you will not be able to personalize the messages.

Menu Path: Group Actions | Create Mass E-mail

Log History for e-mail messages sent.

Once you press the start the merge process, you leave TntMPD and do not come back. To log the history for sending this e-mail message, return to TntMPD after sending the message and log the history.

Menu Path: Group Actions | Log Group History

When a contact has more than one preferred e-mail address, the same greeting will go to all of the preferred e-mail addresses.

If a couple has two preferred e-mail addresses (meaning both of them are used when an e-mail is sent), then both e-mail addresses will receive the same e-mail message with the same greeting.

In this example, both George and Jane would both receive the e-mail message, and the Greeting (if inserted) would say, "Dear George and Jane".




Comments on this Help Topic

Troy Wolbrink wrote re: Tutorial: E-mail Merge
on 1 Oct 2010 5:45 PM

Under the "Group" menu, you can click on "Create E-mail Merge".  This is a shortcut to steps 2 and 3.

Dennis Runner wrote re: Tutorial: E-mail Merge
on 6 Apr 2011 11:35 AM

what do I do? I followed the process. Within Word, it appears that it is sending it as it "rattles" off the names all the way through. However, since I included myself in that merge, I am not receiving anything. What do I do? Please help. I don't know if it is a TNT problem, Word problem, or an OE (operator error)? Thanks

Troy Wolbrink wrote re: Tutorial: E-mail Merge
on 12 Apr 2011 1:34 PM

DRunner, head over to Outlook and check out the "Outbox" and/or "Sent Items" folders.

beehofer wrote re: Tutorial: E-mail Merge
on 17 Nov 2011 4:59 AM

A personalized email with a PDF attachment is precisely what many people are looking for. I paid for a "mail merge toolkit" plugin from mapilab for MS Office which has worked for me. It allows me to create a mass email with a personalized message AND attach a document to that email. Please guys... you can add this feature too!

www.mapilab.com/.../mail_merge_toolkit.zip