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Quick Guide: Mail Merge


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Quick Guide: Mail Merge

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Mail Merge

One of the handiest features of TntConnect is the ability to merge your contact information with Microsoft Word to merge envelopes, mailing labels, newsletters, e-mail messages, and more. This tutorial was created using Windows XP and Word 2007.

Video: Mail Merge on a Mac

Video: Mail Merge on Windows

Tip: Mail Merge familiarity

Using Mail Merge in TntConnect 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.

Read More > Practical Merge Tips

Tutorial: Creating a Mail Merge

1.Select the group who will receive your newsletter. For example, select your newsletter recipients.
2.Select the mail merge menu item, or press the Microsoft Word button on the button bar and select "Create Mail Merge".

Menu Path: Tools | Microsoft Word | Create Mail Merge

3.Select the <New Document> radio button (the default).

Then select the Mail Merge Options document type for "Form Letters" or "Form Letters (e-mail)"

Press the <OK> button.

Contact Data box

If you want to save the contact list (a .csv file) for later use, enter a filename here. Otherwise, TntConnect will create a temporary file and automatically delete it when you exit TntConnect. 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.Press the <OK> button.

Wait while TntConnect exports your contact data to a file.

5.Once TntConnect opens your document, position your cursor at the place in your document where you want the TntConnect field to go.

Press the <Insert Merge Field> button.

6.Select the field you want (such as Greeting)

Press the <Insert> button.

Press the <Close> button.

Note: Although you selected the field Greeting, Word actually puts the first contact’s greeting information on the page. What is displayed may vary from product to product (such as Word 2003 to Word 2007).

7.Now press the appropriate Microsoft Word button to complete the merge.

Read More

Read More > Tutorial: Mail Merge

Read More > Tutorial: E-mail Merge

Read More > Mail Merge Favorites

Read More > Practical Merge Tips

Comments on this Help Topic

jenniferjboll wrote re: Quick Guide: Mail Merge
on 23 Nov 2014 9:05 PM

I have some undeliverable addresses and can't figure out how to do a mail merge that does not include the "undelivearable." Any thoughts?  

Bob Mac Leod wrote re: Quick Guide: Mail Merge
on 24 Nov 2014 5:39 PM

The mail merge is dependent on the Lookup. If you can get your Lookup to exclude the undeliverables, then your mail merge will work fine. If this is for a regular newsletter, then you should try the Lookup | Newsletter Recipients | Receives Paper Newsletter. That lookup excludes undeliverables (I think!). If you have further questions, try sending a message to the TntMPD Forum (see link at top of page), where more people will see it.

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