This general information will work in most
versions of Word - check your built-in help for minor differences:
Word 2007
1. Create a mail merge data file using the
ChurchWatch Mail Manager. Follow the instructions in
the ChurchWatch User's Manual.
2. In Word, click the Mailings tab on the
toolbar.
3. Click the Start Mail Merge button on the
toolbar, and then choose letters or whatever you are
creating.
4. Click the Select Recipients button, and
then choose Use Existing List.
5. In the window that opens, change the data
source to either Text Files or Excel Files depending
on what type of file you created in step 1.
6. Locate your merge file from step 1, select
it and then click the Open button.
7. If using a text file, in the ‘Header Record
Delimiters’ window that opens, change the field
delimiter to comma and the record delimiter to
(enter). Then click OK.
8. If you want to see the recipient list that
was imported, click the Edit Recipient List on the
toolbar. In this window you can also include or
exclude recipients by clicking the checkbox beside
each name.
9. If you have not already created the merge
document you may do so now using the Address Block,
Greeting Line and Insert Merge File buttons on the
Word toolbar.
10. To perform the merge, click the Finish and
Merge button on the Word toolbar.
Word 2002 and Word 2003
1. Create a mail merge data
file using the ChurchWatch Mail Manager. You need software version
1.0007 or later. Follow the instructions in the ChurchWatch User's
Guide.
2. In Word, launch the
mail merge wizard by selecting Tools->Letters and Mailings->Mail Merge
Wizard. The Wizard will appear in a pane on the right.
3. Follow the Wizard instructions,
clicking NEXT at each step.
4. On the "Select Recipients"
page, select "use an existing list" and then click the BROWSE button.
Locate the file that was exported from ChurchWatch in step 1 and select
it.
5. In the dialog box that
appears, you can choose the records you want to keep or just click OK to
use all records in the file.
6. Compose your letter or
fax. To insert merge fields into your document, click the "more items"
selection in the merge wizard (it will be showing in the pane at the right).
Then in the dialog box that appears, select "Database Fields" and then
select the field from the ChurchWatch export in the list and then click
the INSERT button. Finish your letter and then click NEXT to preview
your merge.
Word 97
1. Create a mail merge data file
using the ChurchWatch Mail Manager. You need software version 1.0007
or later. Follow the instructions in the ChurchWatch User's Guide.
2. In Word, click on TOOLS-MAIL
MERGE
3. Under "Main Document" click CREATE
and then choose what you wish to
create (form letter, labels etc)
4. Click Active Window to use existing
document or New Main Document to
create a new document
5. Under "Data Source" click GET
DATA. Choose OPEN DATA SOURCE.
6. Choose the merge output data
file you created in step 1.
7. You may get a message at this
point and if so click on Edit Main Document
8. Near the top left corner of the
screen click on Insert Merge Field to
insert a field from the merge data
file. Continue this process to create
your merge document template.
9. When done, Click on TOOLS-MAIL
MERGE again. Under item #3 click the
merge button to perform the merge.
10. Follow the Word instructions
to complete the merge to a new document. |
