Gopher Training Class, Using Mail Merge

Discussion in 'Starting a Lawn Care Business' started by Team Gopher, Nov 19, 2004.

  1. Team Gopher

    Team Gopher LawnSite Platinum Member
    from -
    Posts: 4,041

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    Welcome everyone to the Gopher training class. Our topic is using Gopher along with the mail merge feature in Microsoft Word. Although this shows how to use Gopher with mail merge, you could easily use this knowledge with other programs as well. You can review other previous Gopher Classes here.

    You can use Mail Merge to create customized letters, flyers or create envelopes. Please note that your Gopher invoices are designed to be used with cleared windowed envelopes, so this procedure would not be needed for invoices.

    In this example we will create envelopes to send out flyers or newsletters.

    All are welcomed to ask questions or post answers. Please share with us how you use mail merge.

    Step 1. At the top left of your screen in Gopher, click on File then Export Customer List.
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    Step 2. Choose where you want to save your customer list exported txt file. Save it somewhere you can easily find it.
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    Step 3. In Microsoft Word, click File at the top left of the screen then New.
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    Step 4. Choose Envelope Wizard.
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    Step 5. Choose create envelopes for a mailing list.
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    Step 6. Choose Get Data.
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    Step 7. Choose open data source.
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    Step 8. Choose to open the txt file you had created from Gopher.
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    Step 9. Click on Set Up Main Document.
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    Step 10. Choose appropriate settings and click ok. For our example, we didn't need to change any settings.
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    Step 11. Click on the button Insert Merge Field.
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    Step 12. Add the fields you want displayed in your address. The first will be Display Name.
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    Step 13. You will then see the display name tag appear.
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    Step 14. Continue to add fields, use the enter key to create a new line for Street 1. Use the comma key to insert a comma after the city tag. When you are completed, your's should look like this example.
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    Step 15. When you are completed, your envelope will look like this.
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    Step 16. Click on the View Merged Data button to see your envelopes with actual data.
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    Step 17. You will see your data appear.
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    Step 18. You can use the arrow buttons to view the data before and after the current record shown.
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    Step 19. When you are satisfied with your results, print your envelopes.
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