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Follow these instructions to send a unique SigmaXL serial number to each individual client.


Required Files for this Guide

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


Step-by-step guide

1. Open Consultant Spreadsheet – Mailmerge, fill in the serial number, email address and client name. Hit save:

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

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

4. In the "Select Table" window, ensure the checkbox beside First row of data contains column headers is checked and click OK:

4. Click (1) Finish & Merge > (2) Send Email Messages...:

5. Enter a subject in the Subject line field and click OK:

 




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