Using Word Mail Merge

To use Word Mail Merge in conjunction with iMIS, you must have your own version of Microsoft Word installed.

Note: For ASI-hosted clients, ASI does not install Microsoft Word on your ASI-hosted server.

If you do not have your own installation of Microsoft Word, you can send communications to contacts using iMIS communications. iMIS communications replace the need for Microsoft Word Mail Merge, and enable you to send emails to contacts without ever needing to export files or navigate away from iMIS. See Sending communications to contacts for more information.

Perform the following steps in iMIS before beginning the Mail Merge process:

  1. Create the recipient query of contacts that the communication is being sent to. Be sure the include all desired display columns in the query. For example, if you want to include the recipient's prefix in the communication, select that display column in the query.

    2. The Display tab of an IQA query highlighting the ID property

    Note: For examples on how to build queries in iMIS, see Building IQA queries: Tutorials.

  2. Once the recipient query is built, export the query into Microsoft Excel. This is the source for the merge.

    3. Choosing Excel from the Export drop-down for an IQA query

To continue performing to Microsoft Mail Merge, refer to the Microsoft support site.