How do I create a mail merge for my guests?
If you want to create a form letter or email to send to multiple guests, you may perform the following steps to create a mail merge for your guests:
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Click on the “Guests” link in the menu on the left-hand side of any GuestView page. This will display the list of all of your church’s guests.
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If you want to select only a certain set of guests (e.g., all guests for a particular caller, or all guests having the “Interests:ESL ministry” tag), use the buttons at the top of the list of guests to limit the list of guests to what you are interested in.
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Click the link “Export this list as CSV” above the list of guests. This will generate a spreadsheet containing the list of guests you have selected. Save this spreadsheet to your computer.
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Import this CSV file into your mail merge tool. For example, in the Microsoft Word mail merge wizard, when selecting recipients, you should choose to use names and addresses from a file or database, and choose the CSV file you saved as the file. Some mail merge programs will recognize the name and address information in the CSV spreadsheet, but other programs may require you to identify some columns in the file as being first name, last name, address, etc.
