Mail Merge Marketing – Point 103

BJ Bounds

Today we are going to talk about what to do after you’ve had all the fun you can stand by creating and customizing your marketing materials.  Since your documents are stored within Point, anytime you need to distribute your materials, you can do so through Point.  It’s a piece of cake!

If you are going to print and mail your marketing material, the easiest way to generate mailing labels is to go through Cardex within Point. You can also customize your documents so that your Cardex contact information prints directly onto the pieces.  This is helpful for things like postcards or letters.  Otherwise, you can use the mail merge capability to email your documents directly to your contacts from within Point, but we’ll discuss that in my next post.

For complete step by step illustrated instructions for using Word 2002, you’ll want to go our Collateral page under Download Tip Sheets for Point here or Article #0108 of our Knowledge Base. And don’t worry; even though there are a lot of steps, they’re very straightforward.

If you need assistance, please call our technical support team at 800-342-2599.

Check back soon to catch my post on Emailing.

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