Selected Envelope #'s for Mail Merge

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vtz
Posts: 13
Joined: Fri Nov 18, 2005 11:22 am

Selected Envelope #'s for Mail Merge

Post by vtz »

Hello Everyone,


I am currently in the process of creating mailing labels for our Credit Card and PAR donators. There are 80 or so of these people. The problem is however, the recipients envelope numbers are scattered (ex. 1, 4, 8, 200, 643, 900 ….) I found the option in PC+ 8.5 to create mail merges but I can only do a range of envelope numbers, not choose which ones I want. I have the individual numbers in a document. How can I accomplish this?






Thank You,
vtz


Merry Christmas

NeilZ
Posts: 10427
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
Contact:

Re: Selected Envelope #'s for Mail Merge

Post by NeilZ »

vtz wrote:Hello Everyone,


I am currently in the process of creating mailing labels for our Credit Card and PAR donators. There are 80 or so of these people. The problem is however, the recipients envelope numbers are scattered (ex. 1, 4, 8, 200, 643, 900 ….) I found the option in PC+ 8.5 to create mail merges but I can only do a range of envelope numbers, not choose which ones I want. I have the individual numbers in a document. How can I accomplish this?

Thank You,
vtz


Merry Christmas
You may need to do something outside of the contributions module. If you group contiributions by member households, that is, both adult members have one envelope number, you could probably use one of the user-defined codes on the Family Mailing List's [i[Other Information[/i] tab to setup something to identify these families.

If you allow members of the same household to have different envelope numbers, then you may have to use one of the user-defined codes on the Personal Profiles Dates & Codes tab fo identify these contributors.

Lastly, you can setup a special activity code to identify these contributors, in reality, this may be the easiest way, as many of the user-defined codes are probably being used for other purposes.

In all cases, you can then print the mailing labels from the module you used to setup the special codes.

Hope this helps.
Neil Zampella

Using PC+ since 1999.

vtz
Posts: 13
Joined: Fri Nov 18, 2005 11:22 am

Post by vtz »

Hello,

I Sort of found a solution to my problem; alittle work but it does the trick for me.

Heres what I did incase anyone else has the same problem.

-I first went to membership-->family mailing list-->export data
and I set up the options to how I wanted it, and created an excel sheet.
-Then I went into microsoft word and created a mail merge for labels document and imported the data from the excel sheet.

Well this might be the difficult solution to this problem, it might help others.

thanks,
vtzz

NeilZ
Posts: 10427
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
Contact:

Post by NeilZ »

It does sound difficult, especially if you need to do this on a monthly basis, if new names are added. Again, my original suggestion would allow you to automate the entire process, and you wouldn't have to massage the data.
Neil Zampella

Using PC+ since 1999.

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