NB - This is for Scheme Administrators and Activity Administrators only

The mail merge function can be found in the top right of the referral or in the top right of the dashboard underneath the icons. The mail merge feature is useful for sending out individual letters or groups.

To add an individual to the mail merge list

  1. Before you start your mail merge list, you must click Clear. This will remove anyone who was on the previous mail merge list. You can check if there is anyone on the mail merge list by hovering over the data set. If there is no one on the list the pop up will state Empty. If there is anyone on the list the pop up will display those names.
  2. Click Add in the individual’s record that you want to add to the mail merge list. Repeat for each individual you wish to add. Once a person has been added, a tick appears next to the Referral Dataset and that person's name will appear in the dataset.
  3. Click Download to download the mail merge list in .csv format. Open the correspondence you plan on sending and load the .csv file to add the names and addresses to the letters.

To add a group to the mail merge list

  1. On the dashboard, click Show (To hide the tick boxes that appear next to individuals. Click Hide).
  2. Select the individuals you wish to add to the list by clicking the box that appears next to their name.
  3. Click Add. The individuals that had been selected will now be on the list.
  4. Click Download to download the mail merge list in .csv format. Open the correspondence you plan on sending and load the .csv file to add the names and addresses to the letters.