The SchoolLeader Mail-Merge Wizard is a powerful tool that allows you to generate Mailing Labels and Form Letters.
To access the Mail-Merge Wizard, click on Reporting, then Mail Merge Wizard.
There are three different "Mailer" types that can be created with this Wizard:
1) Form Letters that you have predefined with the Form
Letter Composer window
2) Mailing Labels sent directly to your printer. The printout uses
Avery
3) Mail-Merge Extract Files for use with external word processors
such as Microsoft
To create a Mailer:
select the entity type (Guardians, Students, or Employees) and then choose one of the main categories from the drop down list.
When you select one of these options, other options (depending on your selection) will light up for further choices. For example, if you select Guardians, then the "With A/R Balance Greater than" option will activate while all others will remain grayed out. Simply check the options you wish to use for further restricting the final list, or leave them all unchecked to use everyone from the main category selected.
select the Mailer Type: Form Letter, Mailing Label, MS Word Mail Merge File, or Group Email.
If you choose the Mail Merge Extract File, SchoolLeader will create the Mail Merge Extract in the SchoolLeader Extracts Folder located on your main server.
If you choose Group Email, the email composer window will open pre-populated with the email addresses on file for the selected individuals . If you built the list using students, the email addresses of their Primary Guardian will be used.
select how you want the 'Address To' to appear on your mailer. The choices are:
first name, middle initial, last name or
the XXXXXXXX Family, where XXXXXXXX will be substituted with the Primary Guardian's last name
based on your selection criteria, the right hand side of the window will display a list of who will receive the mailing. You can selectively click on names to add or remove the names from your mailing. You can also click on the INCLUDE ALL or EXCLUDE ALL to reset the displayed list.
click on the CREATE button to create your mailer.