Generate Mail Merge

This article describes how to use the Generate Mail Merge tool to export bulk user mailing addresses for the Microsoft Word Mail Merge feature. This guide is intended for OPS-COM administrators responsible for user communications.

Using this Feature

This tool is meant to be used in conjunction with Microsoft Word's Mail Merge feature and does not require any specific setup other than the appropriate Microsoft software. At this time, there is no way to filter data, so the Generate Mail Merge tool will pull all records from your database.

Warning: This tool may not work if your database contains too many records. Contact OPS-COM Support if this is the case.

Generating the CSV File for Export

1. Go to User Management, and click Generate Mail Merge.
   

2. This action generates the mailing list based on your total user records.

3. Click CSV for the file export.

Composing and Initiating the Mail Merge

After downloading the file, open Microsoft Word for the next steps.

Note: Depending on your version of Microsoft Word, the instructions below may differ.

Please refer to the official Microsoft Mail Merge documentation for more details.

---

Best Practices & Considerations

•