Mailing List Merge (CM12)

The Mailing List Merge folder in the Mailing List Merge (CM12) program allows you to create a mail merge document (such as a form letter or label sheet) that includes the contact information from the Mailing List entered in the header section.

  • Microsoft Word's Mail Merge functionality allows you to produce form letters, labels, envelopes, catalogues and other merged documents. For detailed information on Mail Merge, search Microsoft Word Help for 'Mail Merge' and review the help related to using Mail Merge to create and print letters and other documents.

The following list defines every field on the Mailing List Merge folder:

  • Data Source File - the Data Source File holds customer contact information related to the current mailing list.

    • Every time you click Start to invoke the merge program, the Data Source File currently displayed in this field is recreated and populated with the contact information set up in Contact References (CM10).

    • This information is merged into the mail merge document when the document is opened in Microsoft Word.

    • Note: You can use any name and location you like for your Data Source File. Remember that the file specified in the Data Source File is recreated with fresh contact data each time you run the merge. If you want to keep the old contact data, you should use a different file name each time you run the merge (you can include a date or number in the file name).

  • Run Microsoft Word - select this check box to open the Mail Merge Document in Microsoft Word after the Data Source File is created. You can also leave the check box de-selected and open the Mail Merge Document in Word at a later time.

  • Mail Merge Document - the Mail Merge Document is the document to which you want to apply contact information from the Data Source File. "Merge Fields" are used in the Mail Merge Document as place holders for the contact information.

    • Microsoft Word's Mail Merge functionality allows you to produce form letters, labels, envelopes, catalogues and other merged documents. For detailed information, search Microsoft Word Help for 'Mail Merge' and review the help related to using Mail Merge to create and print letters and other documents.

CM12 Mail List
Mailing List Merge (CM12/Mail List Merge)