Learn how to Mail Merge to create envelopes using Microsoft Word and Excel.
Quickly take a spreadsheet with contacts and create bulk envelopes with ease. No need to paste individual names and addresses into an envelope. Mail Merge allows you to send customized envelopes, letters, and emails.
Attached is a template that can help you organize the information you need to prepare for your merge.
You can also find instructions on how to perform a basic mail merge here.
Once you have completed the merge for your letters and envelopes, please submit a support request here and select Traditional Mailers (be sure to attach the letters and envelopes in the request) to request assistance from the support staff to finish coordinating your transaction letters.