Mail Merge - Inserting a database field within communication : To create and print individual letters that include the member login name and password

To create and print individual letters that include the member login name and password
1.
Click Communication in the left-hand menu.
2.
Click Form Letters. (or select New Email to Multiple Members if desiring to send an email.)
3.
Click Add Members by membership status in the Add Members area or click Add representatives by type/status in the Add Representatives area. Optional: You may select other members at this time if desired using other methods if needed.
Click Add members by name to select only specific members. If you have created a group that contains your new members, you could also click Add representatives by group to select only these new members.
Figure 6-4 – Selecting members
4.
Click to select the desired members by status (Active is selected already by default).
Figure 6-5 – Selecting Active members
5.
Click Continue.
6.
Click Continue. (Mail Only is already selected. You may wish to send passwords via mail which is more secure for sending passwords since most email is unencrypted.) See Figure 6-4 above.
7.
8.
Click the plus sign () in front of Web-Page Information to expand and display the available database field selections.
Figure 6-6 Inserting database field
9.
Click Login Name or Login Password.
Figure 6-7 – Selecting Login Name or Login Password
Note: When sending [Login Name] and [Login Password] to a member or rep, it will send the Rep login name and password (primary rep info when sending to a member) when available. If no rep login name is available, it will send the Member login name and password.
[Rep Login Name] and [Rep Login Password] will always send rep login info. [Member Login Name] and [Member Login Password] will always send member login info.
10.
Figure 6-8 Sample letter
You may wish to save this document for future use. Click the Save icon in the menu bar.
11.
Click Print Letter. (or click Send Email to finish the process if sending emails)
12.
Complete the Print Options fields.
Figure 6-9 Print Options
13.
Click Continue.
Before printing, you may want to check Page Setup selections to ensure that an unwanted header and footer will not be printing on your letters.
14.
View the output on the screen to ensure satisfactory output. If satisfactory, click Print from your internet browser window menu. If unsatisfactory, click Close and make desired changes.
15.
Click Close.
16.
Click Close. .
17.
Click Print Labels.
18.
Complete the Mailing Label Options fields.
Figure 6-10 Mailing Label Options
19.
Click Continue.
Before selecting the final Print selection, make sure that Page Scaling is set to None in the Print dialog box. Refer to “Settings for label output”.
20.
View the output on the screen to ensure satisfactory output. If satisfactory, click Print from your internet browser window menus. If unsatisfactory, click Close and make desired changes.
21.
Click Close.
22.
Click Close. .
23.
If desired, click the Save () icon in the menu bar and follow prompts to save this letter for future use.
24.
Click Close to end this task.