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Follow these instructions to send a unique SigmaXL serial number to each individual clientcomplete a mail merge.


Info
titleRequired Files for this Guide

You will need to download the following files to your computer to complete this activity:

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Step-by-step guide

1. Open Consultant Spreadsheet – Mailmerge, fill in the serial number, email address and client name. Serial Number, Email and First Name columns. Hit save:

2. Open MailMerge Doc in Microsoft Word. Select the (1) Mailings tab > (2) click Select Recipients > (3) Use Existing List:

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3. In the "Select Data Source" window, browse to the saved file Consultant Spreadsheet – Mailmerge, select it and click Open:

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