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How to do a Mail Merge

A mail merge is where you create a Form Document using Word or an alike system, then use Excel or an alike system to populate fields within the Form to create individual documents for each row within your Excel File.

This is helpful in creating personalized documents to Membership so that you don’t need to create and duplicate documents over and over again.

We suggest you create your form letters, save those as such, then use the IMSe Member Search to generate your Excel Files that the form letters will review.

Click here to view Microsofts Support Page on how to create a Mail Merge Document.

Updated on September 14, 2017

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