Click
for a demonstrationMail Merge to a Group
QuikCheK will also allow you to mail merge to a group of members, but first you must filter your list. Let's send a thank you for joining letter, to all members that joined last month. Starting on the member tab, click Filter, then Contract Filter. Place a check mark in the Use box next to Agreement status. We will select Active as our agreement status. Next place a check mark in Use Membership Starts Between, towards the bottom of the window. Enter the 1st and last day of the previous month. Choose OK. QuikCheK should process for a moment then our list on the right should show all those members that joined last month. Minimize QuikCheK.
Next, create your document in Microsoft Word entering the paragraphing you want. You can start the document, enter some of your wording then save it, and close Word. Remember to save it in the same folder you pointed to in QuikCheK setup. Preferably My Documents.
We now want to Mail Merge to all the members in this list. We will now click the List Operations button. From the dropdown we will select Mail Merge to a Group. The Mail Merge selection window will pop up. At this point you basically have three options to select from. If you choose the first "Just link the data…" then select OK, you will see the your document listed in the Choose Word Document window. You can now open the original document, make any necessary changes to your wording. Add the merge fields. Then print.
How to insert Mail Merge fields
How to add merge fields to your Word document
From the Member Screen, on the file menu at the top of the screen
1. Click List - Mailmerge
2. Select Option 1....Just link the data...Click OK.
3. Select the document you want to open, then click Open.
You will see the Mail Merge Toolbar at the top of the screen. There will be a drop down menu for Insert Merge Field. To place each field in the document, click your mouse where you want the merge field to be shown, then click the Insert Merge Field drop down, and select the field you wish to insert into the document.
Example:
Click your mouse where you would like the First Name to appear in the document.
Click the Insert Merge Field button ...top left.....and select the Firstname field from the list
The name will appear as <<Firstname>>