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Need help with Excel and Word - Mass Mailings

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Marcie
Complete Happiness :)

Member since 5/05

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LOVE being a Mommy!

Need help with Excel and Word - Mass Mailings

Has anyone ever sent out a mass mailing?
I am trying to set up an excel spreadsheet so it can be given to a marketing company to create the labels.
I have about 150 pages to download into excel. any advice on how to make it easier? Or what exactly I need to do - I have never done this before.

Thanks

Message edited 8/7/2006 6:42:07 AM.

Posted 8/4/06 5:11 PM
 
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CathyB

Member since 5/05

19403 total posts

Name:

Re: Mass Mailings

You need to pretty much put everything into it's own column. Generally, my excel files had the following columns, and then the labels would be created:

Title (Mr, Mrs, etc)
First Name
Last Name
Street Address Line 1
Street Address Line 2 (apt or suite, etc)
City
State
Zip
+4 (if you have it)
keycode (if using one)

HTH!

Posted 8/4/06 5:27 PM
 

Marcie
Complete Happiness :)

Member since 5/05

27789 total posts

Name:
LOVE being a Mommy!

Re: Mass Mailings

Posted by sarahsmommy

You need to pretty much put everything into it's own column. Generally, my excel files had the following columns, and then the labels would be created:

Title (Mr, Mrs, etc)
First Name
Last Name
Street Address Line 1
Street Address Line 2 (apt or suite, etc)
City
State
Zip
+4 (if you have it)
keycode (if using one)

HTH!



I don't know why, but I can't get this to work Chat Icon

If anyone can help me - PLEASE let me know. Thanks Chat Icon

Posted 8/7/06 6:19 AM
 

BabyBoy
is Skylar Elizabeth

Member since 5/05

4189 total posts

Name:
Tom

Re: Need help with Excel and Word - Mass Mailings

when excel is set up, in Word, all you have to choose is mail merge and it will ask you where you all the questions, (where is your source data -> point to excel, how is it sepreated -> point to columns, etc..., its a wirzard and will ask you.)

So with all the contacts in excel,
Row 1 will be your labels
a - first name
b- last name
etc...

row 2 though row 151 will be all the contacts going across is the same name

once you have that, save the file and go to word where your document is.

prepare the letter (or load it)

Choose Tools, Letters and evoples, mail merge...then it will do as i told you above.....

And then there is always the "HELP" button, look up mail merge and then google it

Posted 8/7/06 7:13 AM
 

Marcie
Complete Happiness :)

Member since 5/05

27789 total posts

Name:
LOVE being a Mommy!

Re: Need help with Excel and Word - Mass Mailings

Posted by BabyBoy

when excel is set up, in Word, all you have to choose is mail merge and it will ask you where you all the questions, (where is your source data -> point to excel, how is it sepreated -> point to columns, etc..., its a wirzard and will ask you.)

So with all the contacts in excel,
Row 1 will be your labels
a - first name
b- last name
etc...

row 2 though row 151 will be all the contacts going across is the same name

once you have that, save the file and go to word where your document is.

prepare the letter (or load it)

Choose Tools, Letters and evoples, mail merge...then it will do as i told you above.....

And then there is always the "HELP" button, look up mail merge and then google it



This is exactly what I have been doing and for some reason it isn't working.
After I do it - all the labels read 'Next Record' Chat Icon

Posted 8/7/06 7:18 AM
 

BabyBoy
is Skylar Elizabeth

Member since 5/05

4189 total posts

Name:
Tom

Re: Need help with Excel and Word - Mass Mailings

do you see the mail merge recepicts after you choose your excel doucment..

i just tested mail merge and it works without anyproblems...

what step in the mail merge does it appear you are getting wrong?


After excel document is made..

go to Word

Open Document that you want to send a letter to.

Then Tools -> Letter/Envoples -> Mail Merge

Step 1 depending if you making letters or envoples, choose what applys

Step 2 choose use current docuent

step 3 choose current list should already be checked, then click browse on the bottom and choose excel document (make sure its closed)
it will ask you what sheet if there are more then 1 After that, it will show you a preview of excel sheet with checkmarks to the names you want to send this to

Step 4 write the address letter. I find it easier to choose either defult (if everything can match up or choose More Items and you can format the letter your self)

Step 5 once here, you will see a preview of what the letter will look like.

Step 6 complete mail merge by printing or just editing (Choose edit will make each contact on a letter into 1 docuemnt. (you will see the names on top)

Message edited 8/7/2006 7:36:16 AM.

Posted 8/7/06 7:31 AM
 

Marcie
Complete Happiness :)

Member since 5/05

27789 total posts

Name:
LOVE being a Mommy!

Re: Need help with Excel and Word - Mass Mailings

It seems that when I am selecting recipients and I select use an existing list. I select the Excel spreadsheet that I have it saved in and Next Record appears on the Word Sheet.

Posted 8/7/06 7:36 AM
 

BabyBoy
is Skylar Elizabeth

Member since 5/05

4189 total posts

Name:
Tom

Re: Need help with Excel and Word - Mass Mailings

are your documents sentive data? if not, you can fm them (if small enough) and i will set it up for you and you can go back to adjust it later or just FM me

Message edited 8/7/2006 7:37:28 AM.

Posted 8/7/06 7:37 AM
 

DRMom
Two in Blue

Member since 5/05

20223 total posts

Name:
Melissa

Re: Need help with Excel and Word - Mass Mailings

Try printing one page-I have had to use next record in the past so that they would print correctly

Posted 8/7/06 12:54 PM
 

nrthshgrl
It goes fast. Pay attention.

Member since 7/05

57538 total posts

Name:

Re: Need help with Excel and Word - Mass Mailings

If you're still having problems with this, you can FM me for help or FM the files & I can set it up.

Posted 8/7/06 1:03 PM
 
 
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