Mail Merge to Word
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Membership Menu:
There are two ways to select a group of members as the basis of a mail merge file. You can use the membership category to select a group of members or use the selection field as found on the Membership Details window.

Create a Merge File:
Creating a merge file can be done by using the Search button from the Membership Details window or the Members Mailing List/Labels/Letters from the Reports Menu.

Once you have made your selection choose the Merge File button and save the file as "your filename.prn" in the directory of your choice.

You must then close the Club Manger software to release the merge file to Word.


Linking the Merge File to Word:
Once the merge file is created, you can use it in Word as a mail merge data source. The format is tab delimited and the fields are; Surname, First Names, Mail Prefix, Address1, Address2, Address3, Address4, Attention, Position, Home Phone, Fax, Business Phone, Membership Number.

Open or create a new Word letter.
From the Tools menu, select Mail Merge and click on Create, Form Letter and Active Window.
Under Data Source, Click on Get Data and Open Data Source.
Go to the directory where you saved the Merge File and change the files of type to All Files (*.*)
Select your Merge File and click on Open, Ignore the edit message and close both windows.


Inserting Fields From the Merge File:
You will now be in your letter and if you look to the Bottom Left of the Toolbar you will see a button called "Insert Merge Field" Using this will allow you to setup your letter.

Once your letter is complete mail merge as usual.


Email Setup:

You will find buttons called Email in the Membership, Debtors and Creditors Details Windows. Before using these you must have a few things setup.

1.You must use Microsoft Outlook (Version 5 or higher) as your Default Email program.  
2.Clicking Send in the Club Manager will send your email directly to the Outbox in Microsoft Outlook. If you have your options in Outlook set to send immediately then the message will be sent. Otherwise you will have to open Outlook and click on Send and Receive.  
3.You must have entered the Members, Debtors or Creditors email address in the email address field in the Club Manager.  


Export Email Address' from the Club Manager to Outlook

1.Open the Golf Manager, Main, Other, Email Export.  
2.This creates the export file email.csv which will be saved in the Omnis7 directory.  
3.Open Microsoft Outlook, File, Import, Other Address Book  
4.Select "Text File CSV" and Import.  
5.Click on Browse, go to the Omnis7 directory and link to the file email.csv  
6.Map the members name to the Nickname field in Outlook and the email address to email address.  
7.Click on finish and all the email address' in the Club Manager will be imported into Outlook.  
8.  
Bulk Email:
Email export now sorts by member, debtor or creditor.

We have now set up a bulk email facility. This will send many individual emails to members who have email addresses entered in More Details in Membership Details.

To Use – Set up a new letter in Letter Writing – Main Others, Letter Writing.
Then select Membership, Reports, Members Mailing List/Labels/Letters/Email
Make your selection as usual.
Note that you can select only those members with email addresses.
From the window that pops up, select Bulk Email
Then select the letter you wish to send. (The name of the letter is the Subject of the Email)

This will send the emails to your outbox in Microsoft Outlook. You can them send them at your leisure.