Sample Mail Merge

Scenario: Your agency is giving a two-for-one promotion on a tour. You want to create a letter to send to interested customers.

1. Create a letter in your word processing program and save it as an .RTF file. Enter GlobalWare and click the Tools menu, then click Word Processor to open the word processor. Open your document in the word processor by clicking the File menu, clicking Open, and then entering the path and file name. Click the Insert option, place the Date, Name, Address, City/State/Zip, and Salutation fields in the appropriate places in the letter.

2. Click on the Invoice icon to display the Invoice Selection screen. Enter T for travel type, 06-01-10 through 07-31-10 for the Travel Dates, Trip Cost between $500 and $8,000. You can also enter a specific tour company if necessary. Click OK and then click Yes to clear all tags. Click the Tag Acct IDs button to mark all the Account ID records associated with the invoices selected. Then exit.

3. Click on the Account ID icon and select the Tagged Records field in order to display all the records that were just tagged. Click Find, and then select No when asked to clear all tags. Click on the Add Interest button and add 10TUR (or a name of your choice) so that you can recall these specific records later.

4. While still in the display screen, type in a salutation for each record. You can then go to the top record and click Edit to open the Account ID screen.

5. Click Mail Merge to display the word processor. Open your file and click OK to print all the letters.

6. Click Labels to create labels for the mailing. For more information, see Creating Mailing Labels.

7. Click on the Account ID icon and enter 10TUR in the Interest Field. Click Find and then click Print to print a control list of the people included in the mail merge.