Things You'll Need:
- Microsoft Word 2007
- Contact list with full postal addresses
- PostalMethods Prepaid Account (or a free trial one for testing)
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Step 1
Download and execute the PostalMethods Word 2007 Mail Merge Add-inPostalMethods allows users to send letters from any workstation on the office network, directly from Microsoft® Office Word 2007 using the convenient Word Mail Merge.
First step requires installing the PostalMethods Word 2007 Mail Merge Add-in, so close all instances of Word 2007 on your computer, download and execute the PostalMethods Add-in: http://www.postalmethods.com/files/clients/word2007_mailmerge/PostalMethods_Word2007_Add-In.exe -
Step 2
Click on 'Next' to continue with the installation.
Enter your PostalMethods username and password. If you are not yet registered, please create a PostalMethods account: http://www.postalmethods.com/pricing -
Step 3
The installation process starts. If asked to, close all open instances of Microsoft Word and click Retry. When completed, Word is launched and displays a verification message. Click on Install. The PostalMethods Add-in definitions are downloaded from the PostalMethods servers and the add-in is installed.
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Step 4
Now, to actually send your letters, download the PostalMethods Word 2007 letter template and use it to design your letters. This way you would know that the recipient and return addresses are positioned correctly. The template can be downloaded here: http://www.postalmethods.com/files/PostalMethods_DOTX_Template.zip
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Step 5
Open the template and start the mail merge process as you usually do. Place the recipient postal address merge fields in the lower address text box.
To learn more about mail merge, view the Online Course provided by Microsoft: http://office.microsoft.com/training/Training.aspx?AssetID=RC102778121033&CTT=6&Origin=RC102778121033
Once your merged documents and ready to be sent, click on the Finish & Merge button and select the Send Letters Via PostalMethods option. -
Step 6
In the Send Letters tab, choose which records to send, write a description to help you identify this batch in the PostalMethods Control Panel website and choose either Simulate Letters to simulate the batch - but not send it to the actual recipients (free of charge) or Send Live Letters to send the postal letters to their recipients.
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Step 7
Your document and needed fields from your source list are uploaded to the PostalMethods servers where they are processed and deposited into the system. This process may take a few minutes.
You should be able to see your letters in the PostalMethods Control Panel Activity table: https://cp.postalmethods.com/Users/Activity.aspx
