thankQ Help
The Merge to Word option will create a standard mail merge in Word using the contacts loaded in the mailing.
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Please ensure all other Word documents are closed before creating a mailing using thankQ. |
1.Click on Merge to Word
2.If there are different mailing methods for contacts in the mailing, you will then be prompted to select which contacts to include in the mailing.
3.Click the check boxes to include those contacts with a preferred mailing method of Email, Fax or Letter and contacts with No Preferred Method.
4.Click Select
5.Select a suitable Word Template and click Open. Your thankQ administrator will be able to create suitable templates for you.
6.The Word Template will be minimised on the taskbar, click to open
Note: If the Lookup Value Auto Merge Word Template under Mailing is set to Yes thankQ will automatically merge the contacts to the template.
7.Edit the Template as necessary. Use the Insert Merge field button to add any additional merge fields to the template.
8.If you wish, you can preview the Merge Letters by clicking the Preview Results button.
9.Click the Finish & Merge button and select Edit Individual Documents to merge the data and template into a new document.
10.At this stage we recommend you check the document is accurate and ready for printing.
11.When the following dialog box appears, click OK.
12.Your finished document will then appear in word with the merge fields completed
13.You can then print and send off your letters.
14.Don’t forget to log when closing or by using the thankQ Ribbon.
15.You will be prompted to enter a subject for the merge letters. This will default to the name of the mailing as entered in Mail Manager. This can be changed if you wish. Click OK.
16.Return to the Mail Manager form. On the Mail Manager tab
A green tick will appear next to those entries which have been successfully completed.
