Mail Merging

Mail merging is the process of automating software to read addresses off of a spreadsheet to generate letters. You can take a spreadsheet of addresses and configure your word processing software to print letters, inserting those addresses into them at the top.

Different programs have different steps to complete a mail merge, so below are links to documentation for some popular programs capable of performing a mail merge:

In order to mail merge you will need the data you wish to merge on, and this can be exported from Salestracker in various ways (see Relationships, List Builder, Savedlists etc.), which will provide you with a CSV that can be used for merging when following the steps outlined in the documentations above.