Merge

Email Merge

Title:

Email Merge

Submitted by:

Rapattoni Software Support

Issue:

I know how to perform a merge and pull data from Magic, but how exactly does an e-mail merge work?


The following steps are intended to help you perform an e-mail merge using a Rapattoni Magic data file. For detailed information on creating a merge data file, please refer to Chapter 6 Introduction to Magic Merge in the "Getting Started Manual" that is located in the Help menu under Documentation.

This procedure is designed to be a guideline only, since you may be using a different version of Microsoft Outlook or Microsoft Word than the versions demonstrated below.

Perform a merge in Rapattoni Magic. Be sure to select E-Mail Merge in the Merge Options Form.

Open your Microsoft Outlook. You must have the full version of Microsoft Outlook, because this procedure will not work with Microsoft Outlook Express.

Next, open up Microsoft Word. Click on the File pull-down menu and select Open. You will need to locate the folder that contains your merge data. Since you are familiar with merging date from Magic, you will know where to locate this folder, but quite often it is in your c:\my documents\ folder.

Locate and open the file ^email.doc. This is an e-mail merge template. Open the template as a read-only file.

The e-mail template should look like our example below. We have added a customized message to our e-mail template example.

After you have added your customized message, you are ready to merge your data into the template. The easiest merge method is using the Merge toolbar. To open the Mail Merge toolbar, right-click anywhere in the empty space to the right of your current active toolbars and left-click on Mail Merge.

The following toolbar will become visible. Versions of Microsoft Word vary, but all versions have a Mail Merge toolbar.

Click the Open Data Source button which we have circled in red. The Select Data Source window will open, and you will need to locate your _email.doc merge data file. Double-click on the _email.doc file and you will see a slight flashing, then the Select Data Source window will close.

To merge the data that you have just selected, click the Merge to E-mail button which we have circled in green. Make sure your Microsoft Outlook is open before clicking this button. A Merge to E-mail window will open allowing you to enter a subject line for your e-mails.

Click OK and the software will now merge your e-mail template with the data file. Newer versions of Microsoft Outlook will display the following security message that will require you to click the "Allow access for" check box and select the time increment of 10 minutes.

After you click Yes the software will automatically send the resulting e-mail messages to your Outbox in Microsoft Outlook. This process is usually very quick. When Microsoft Word finishes the merge, look in your Microsoft Outlook Sent Items folder to verify that the e-mail messages have been sent. Once the messages have been added to your Sent Items folder, the merge is complete.

TIP: In the Rapattoni Magic 8 Multimedia CD-ROM Tutorial, lessons 10 and 11 under
"Rapattoni Magic Basics" walk you through the e-mail merge procedure step-by-step.

Exporting Rapattoni Magic Data Into Microsoft Excel

Title: Exporting Rapattoni Magic Data Into Microsoft Excel
Submitted by: Rapattoni Software Support
Issue: How can I export data from Rapattoni Magic into Microsoft Excel?

Do you ever have the need to export data from Rapattoni Magic? Our software allows you to export any merge data into Microsoft Excel. You can take advantage of this feature from any merge form and once merged, the data can be formatted any way you like.

To Export Data:

  1. The first step is to select and run the merge in Rapattoni Magic. Once you complete the merge, a file will be saved in your Magic users directory (e.g. C:/my documents). The data file will be stored in the appropriate merge file (_email.doc, _mail.doc, _fax.doc, etc.), depending on the type of merge you choose.
  2. Next, open up Microsoft Excel.
  3. Click on File and then Open. When the Open box appears on your screen, you will need to change the "Files of Type" to "All Files" in the drop down menu.

  1. Select the merge file that was saved in your Magic users directory (e.g. _mail.doc ) and click Open.

  1. When the Text Import Wizard box appears, select Delimited and click Next.

  1. In the next step, you need to select the delimiter. In most cases, the delimiter is the pipe delimiter (|). Check the "Other" box and type in the pipe delimiter (usually located above the Enter key on your keyboard)
  2. Click Finish to complete the process.

The merge file that you created is now in Microsoft Excel, and you now have the ability to sort the information, delete unwanted columns, modify data, etc. This feature gives you more flexibility and can be used as a very powerful tool.

How To Merge Duplicate Member Records and Transfer History

Title: How To Merge Duplicate Member Records and Transfer History
Submitted by: Rapattoni Software Support
Issue: If I have duplicate member records in Rapattoni Magic, how can I merge the two records together and transfer history?

Do you ever have duplicate member records in your Rapattoni Magic database and not know what to do with them? Well, you probably don’t need to keep two records on file for the member, so you can eliminate one record. Rapattoni Magic allows you to merge two duplicate member records together, and transfer the member information over to the record you are going to keep. All associated member information, including accounting invoices and receipts can also be transferred. You may also delete the "old" record after transferring the history. The process is very simple and only takes a few seconds using the Transfer Member History Utility.

To Transfer Member History:

Once you open the Transfer Member History Utility, simply zoom (Press F5) to select the From Member (the record you wish to eliminate). Then zoom to select the member record to which you will be transferring all of the history (the record you wish to keep). If you want to delete the "old" record after the transfer is completed, check the box labeled "Delete From Member after transferring history." If you do not check this box, then the "old" record will remain in the database but with a terminated status. You have the option to select which information you would like to transfer and you can select as many different options as you want. After filling in the information, click OK begin the process. You will then be asked to confirm the deletion the "old" record. Click OK to complete the process. Running this utility when necessary is important for keeping your database "clean" from duplicate records.

Identifying and Correcting "Undeliverable" or Non-Existent E-mail Addresses

Title: Identifying and Correcting "Undeliverable" or Non-Existent E-mail Addresses
Submitted by: Rapattoni Software Support
Issue: How do I correct "undeliverable" or outdated e-mail addresses in my Rapattoni Magic database?

Have you ever sent an e-mail to your members and received a message back telling you that certain messages could not be delivered because of an invalid address? This is usually caused by an e-mail address that is outdated or does not exist anymore. In many cases, you have no way of identifying which member’s e-mail address this is referring to, so you can update it. This problem is most evident when doing an e-mail merge consisting of several e-mails being sent out at once. You can receive several of these "undeliverable" e-mail error messages, and it can be frustrating trying to correct them. As you probably already know, keeping e-mail addresses up-to-date is necessary to avoid communication problems between you and your members. This is especially important if your office uses e-mail billing.

There is a solution that will help you correct this problem. Rapattoni Magic allows you to look up the "undeliverable" e-mail address and associate it to a corresponding member in your database. Then, you can contact the member and obtain his/her correct e-mail address to update the database. This process of correcting and updating e-mail addresses can be done using the Internet Query Form.

Internet Query Form:

Select either Member or Office, depending on the type of e-mail address you are trying to update.

Make a note of the "undeliverable" e-mail address you are trying to locate. After opening the Internet Query Form, you can do a Range Search using that e-mail address.

In our example, we received an "undeliverable" error message for This email address is being protected from spambots. You need JavaScript enabled to view it.. There is no way of identifying which member this e-mail address belongs to by looking at the e-mail message. By doing a search for this address in Rapattoni Magic, you will be able to find any matching records (notice that the member’s information displays at the bottom of the form). Now, you are able to associate this e-mail address with a member, making it possible to contact the member and update any Internet information. The Modify button will allow you to modify the E-mail Address field or Web Page Address field in the Internet Information Form. You can repeat this process for each e-mail message that is returned to you to help ensure that your Rapattoni Magic database is current.

Importing member records from Rapattoni Magic to your Microsoft Outlook Contacts

Title: Importing member records from Rapattoni Magic to your Microsoft Outlook Contacts Folder
Submitted by: Rapattoni Software Support
Issue: Can I import member records from Rapattoni Magic into my Microsoft Outlook Contacts Folder?

Rapattoni Magic gives you the ability to import your member records to your Microsoft Outlook Contacts Folder. This feature allows you to have easy access to all of your contacts, including email addresses in Microsoft Outlook. All of this can be done in Rapattoni Magic with one extra click of the mouse while you are running your merge.

Importing records into Microsoft Outlook:

You simply need to check the box labeled “Import into MS Contacts?” Then, continue to run your merge just like you are accustomed to doing. When you open up Microsoft Outlook after completing the Rapattoni Magic part of the merge, there will be a new folder called “Magic” in the contacts folder.

NOTE: If you choose to import any new records, any existing items in this folder will be deleted. If you want to save the folder and it’s contents, you should rename the existing folder under a different file name.