MAIL MERGE PROCESS
Obtain all content required for Mail Merge -- Letter Template, Merge Farm file, Letter head and envelopes. Saved these files in a folder on your Desktop.
2. Craft the letter. See sample image above. The yellow areas are dynamic data from the Farm Genie system that you can input in the body of the letter.
3. From the exported Cleaned Mail file, the Headers are the field names that you're going to craft the letter with like date, name, sale value, etc.
4. Open the the WORD doc or the letter template, go to Mailings then Start Mail Merge.
5. Beside Mail Merge is Select Recipients. Click it then select Use an existing list and select the merge farm file you saved on your desktop.
6. Click Insert Merge Field then select desired fields that you want to appear in the highlighted yellow areas on the letter template.
7. Once done, click Preview Results and review to ensure details are correct. You can use the left and right arrows beside Preview Results button to check per recipient.
8. Click File > Print > Put the letterhead in the printer or Save as PDF.
9. Click Envelope and customize to your preference and Print. You can personalize by adding paper clips and family photo, business card. etc.