These keys are created the first time you attempt to access a data source for a merge. HKEY_CURRENT_USER\SOFTWARE\Microsoft\Office\16.0\Common\DataServices HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Common\DataServices HKEY_CURRENT_USER\Software\Microsoft\Office\14.0\Common\DataServices HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\Common\DataServices Same drive as the My Documents folder by means of a registry hack. To a different location however, you can set the data source folder to a path on the There is no mechanism included by which the My Data Sources folder can be set Illustration if from Word 2007, but the process is virtually Which the process is pretty much the same as it was when using the wizard in From that same function, you can select the Mail Merge Wizard from On the Mailings tab of the ribbon select the Start Mail Merge icon to choose the document Normal Word Document - removes any attached data file. You could instead use a form letter merge with a document created fromĪn envelope template (samples available from theĭirectory(Catalog) - a new line is created for each record Letters - a new page is created for each recordĮnvelope - a form letter type of merge, that additionally allows envelope document (called catalog in some earlier versions), e-mail and envelope merges. Word also provides form letter, directory Simply because they are the most complex. Create the merge layout documentĪlthough this page is primarily concerned with label merges, there is no essential differenceīetween the different types of merge available from Word. Methods of working and move on to the merge process.
So while you can still use old and familiar tools, you may as well get used to learning the new In fairness to Microsoft, the new ribbon commands do tend to make the merge process simpler, However the old Word 2000 Mail Merge Helper is still buried in the applicationĬode and can be added to the QAT (Quick Access Toolbar) to provide the old familiar dialogįor those Luddites not yet ready to move on. To the apparent complexity of Word 2002/3 now have an all new set of dialogs to achieve If you’re using a different version of Word, we suggest browsing to the [[KB:_Emailing_your_customers_using_Mail_MergeSee Also section of this page, so that you can reference specific tutorials for your version of Word.Those who struggled to adapt from the relatively straightforward merge process in Word 2000 The Mail Merge Wizard will give you all the steps needed, so all that you need to do is follow the merge flow as detailed in Word. From this point, the data to be merged has been saved in an excel table, and just needs to be mapped into your document, and sent out to your customers.
The screenshots below detail how to perform a basic mail merge in MS Word 2003. In addition, you can have other account, asset, charge, history, etc. The details needed for each type of mass email are different from message to message however, some fields such as Contact Name, Company Name, Email Address, Mailing Address, etc. In this tutorial, we detail the main steps to produce a mass email for warranty expiration.įirst, the data from RangerMSP needs to be exported into an Excel list before we can start the merge. For now, the screenshots detail the steps to be taken using MSWord 2003 the following steps are detailed as an example, and can be revised as needed.
This topic is mildly different from version to version of MS Office, and may be subject to change in the future. a simple task that only needs to be done once for your whole customer base.
This method makes tasks like Warranty notices, License notices, Holiday Greetings, Special Promotions, Holiday Greetings, etc. Mail Merge will create a unique message for each customer in the table, based on the configurations you’ve used in Mail Merge. Using MSWord’s Mail Merge tools, you can export a list of data from RangerMSP, which Word will take and map different table cells to different parts of the message. When managing your customers, sometimes you need to send out mass emails to a group of customers or all of them.