TntMPD
Powerful software for ministry partner development...
Reference Guide: Using Mail Merge

Contents

Introduction
Features of TntMPD
TntMPD History
Shortcuts
TntMPD Views
Recent Enhancements
Quick Reference Guides
Reference Guide: TntMPD Overview
Reference Guide: Managing Contacts
Reference Guide: Tasks & History
Reference Guide: The MPD Tab
Reference Guide: Using Lookups
Reference Guide: Using Appeals
Reference Guide: Using Mail Merge
Reference Guide: Import Contacts
Reference Guide: Using Groups
Reference Guide: Top TntMPD Tips
Getting Started
About Printing
Installing TntMPD
Login/Password Error
Give it a try!
Getting your contacts into TntMPD
Setting TntMPD Options
General Tab
Gifts Tab
Regions Tab
International Tab
Country Specific Information
User Interface Tab
Installation Tab
Managing Contacts
Contact View
Summary Data
Tutorial: Adding/Editing a Contact
Exporting Contact Information
Address Tab
Greetings
Phone Numbers
Email Addresses
MPD Tab
MPD Phase
Next Ask
Pledge
Region
Referred by
Likely to Give
Send Newsletter
Deceased
Direct Deposit
Magazine
Tasks/History Tabs (Contact View)
Groups Tab (Contact View)
Notes Tab
Personal Tab
Pictures Tab
User Tab
Other Contact/Group Menu Items
Add Referrals
View Organization Info (web feature)
Address/Phone Out of Sync
Manually Add Donor IDs
Combining multiple accounts for one contact (web feature)
View Details
Send Email to your Contact(s)
Deleting Contacts
Import Contacts
Gifts & Appeals
Download Gifts from the Web
Giving History
Adding New Gifts
Address and Gift Input from File
Gift Input Form (manual input)
Editing Gifts
Delete Gifts
Splitting Church/Foundation Gifts
Appeal Tracking
Tutorial: Creating Appeals
Associate a task with an Appeal
Log gifts from an Appeal
Review Appeal results
View Giving Trends report
Lookups
Contact Lookup Dialog Box
Successive Lookups
Lookups Sort Order
Lookup Menu Items
Lookup by List
MPD Lookups
Groups
Current vs. Saved Groups
Tutorial: Setting up a new Saved Group
Current Group
Tutorial: Group Field Change
Tutorial: Log/View History for Group
View Giving History
Send Group Email
Tasks and History
Tasks Overview
Task View
Automatic Action for New Gifts
Schedule Tasks
Clearing or Exporting Tasks
Log History
MPD Phase Auto-change
Writing Good Descriptions
Saved Descriptions
Meaningful Descriptions
Recording Your Own Activities
Description Filters
History View
Analysis & Tools
Analysis View
1. Support Progress
2. Contacts & Referral Pool
3. Weekly Activities
4. Charts
Pledge Fulfillment Report
Contribution Report
Birthday & Anniversary Report
Sorting & Filtering Tables
All Pictures
How TntMPD computes monthly giving
Other TntMPD Tools
Schedule View
Sync with Outlook
Mail Merge
Tutorial: Mail Merge
Mail Merge Favorites
Practical Merge Tips
TntSync
Tutorial: Synchronize two TntMPD Databases
Tutorial: Synchronizing Files & Folders
Backup
File Maintenance
Compact & Repair Database
Update Alert
Link with Microsoft Access
Help
Error Reporting
System Info
Help About
Pick Lists
Frequently Asked Questions
FAQs: MPD Phase
FAQs: Lookups
FAQs: Deleting Contacts

Syndication

Reference Guide: Using Mail Merge

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Mail Merge (with Microsoft Word) is one of the most popular features of TntMPD.

(The following is the Mail Merge Tutorial found elsewhere in this document.)

One of the handiest features of TntMPD is the ability to merge your contact information with Microsoft Word to merge envelopes, newsletters, email messages, and more.

In this tutorial, you will create a newsletter in Microsoft Word, then merge it with your contacts in TntMPD. (This tutorial was developed using Windows XP.)

Tip: Using Mail Merge in TntMPD will be much easier if you are already familiar with using Mail Merge in Microsoft Word. Trial and error is the best way to learn this process, so be patient the first time you attempt this, and don’t be afraid to try it a few times for no other reason than to become familiar with the process.

Creating a Mail Merge

1.Select the group who will receive your newsletter. For example, select Lookup | Newsletter Recipients | With Deliverable Mailing Addresses.
2.Select Tools | Microsoft Word | Create Mail Merge or press the Microsoft Word button on the button bar and select Create Mail Merge.

3.Select the “New Document” radio button. Then select the Mail Merge Options document type for Form Letters or Form Letters (Email) and click OK.

Tip: Contact Data box. If you want to save the contact list (a .csv file) for later use, enter a filename here. Otherwise, TntMPD will create a temporary file and automatically delete it when you exit TntMPD. For a regular mailing like a newsletter, it is better to not save the file, so that each month you are using a Lookup to capture the most current list of newsletter recipients.

4.Click . Wait while TntMPD exports your contact data to a file.

5.Once TntMPD opens your newsletter, position your cursor at the place in your document where you want the TntMPD field to go. Then press the Insert Merge Field button.

6.Select the field you want (such as Greeting), then click Insert and then Close.

Note: Although you selected the field Greeting, Word actually puts the first contact’s greeting information on the page.

7.Now merge to a new document, straight to your printer, or to an email by pressing the appropriate button.