Mail merge

Merging is now using Word instead of custom PHP templates.

Exporting data

The first step is to pick an existing report or create a new one. Then, on the report screen, click Export Data. Choose "CSV / Microsoft Excel (raw data)", leave all other options at defaults, and click Export Data. A window will pop up with a small Excel icon in it; click that icon to download the data.

You can open and tweak this data now if you need to refine it further.

Creating your document

Start Word, and either create a blank document, or start from an existing one.

Go to the Mailings section on the ribbon. Select Envelopes or Labels if you need to print on those, otherwise stick to the default page size for letters.

Click "Select Recipients" on the Mailings ribbon, and choose "Use an Existing List". Navigate to your downloads folder and find the data you exported earlier. At the File Conversion window, click OK leaving all the defaults.

To insert names and addresses from your exported data at specific points in the document, use Insert Merge Field. For example, you might include name_full for the person's full name. 

You can preview what the document will look like by clicking Preview Results.

Whenever you are done, click Finish and Merge. Here, you have the choice to either produce individual documents or send them all to the printer.

Reusing templates

To reuse an existing template with new data, you just need to redo the "Select Recipients" step, pick "Use an Existing List" and select the new data.