Using Mail Merge

A tutorial to personalize your advertising

Updated over a week ago

With the PropertyRadar Mail Merge feature, you can create a message to send to your potential customers by merging data from your List into a Microsoft™ Word document, to create personalized letters, tri-folds, and brochures. The Mail Merge video provides an overview:

Using Mail Merge in PropertyRadar

Templates make creating personalized copy easy to send to your List of potential customers. Use the following steps:

  1. From the Main Menu, select My Lists to use mail merge with an existing List. Then, using the List card you want for the mail merge, click the Connect menu, and select Mail Merge.

    Click the Connect Menu and Select Mail Merge


    Other places in PropertyRadar where you can use mail merge include:
    - Using the Actions menu inside of a List; great for when you only want to send your mailing to certain properties in your List.
    - Using the Actions menu in Discover; a quick way to use mail merge without making a List.

    The Mail Merge window is then displayed.

    Mail Merge window
  2. Select the template you want to use from the options below. When you click the template, it will download to your computer. You can open the template in Microsoft™ Word to make the changes you want, then save this new document.

  3. In the Mail Merge window, click Continue.
    The Select Fields to Export window is displayed.

    Review the Fields Included in Your Mail Merge File Download
  4. If you're satisfied with the Fields Included in your Mail Merge file download, click Continue. Otherwise, if you want to change the Fields Included, first click the Create New Field Set button and make the changes you want. Get more information about Creating Custom Field Sets in Exporting Data from PropertyRadar.
    The next window is displayed, where you'll see three sections specific to your account: Export Summary, Purchase Summary, and the checkmark indicating that you understand the terms identified.
    If you have account questions, please contact our Support team.

  5. Once you are satisfied with the export for your List, click Purchase.
    This Mail Merge file will download to your computer. Although this file looks like jibberish, it provides #hashed data for the template.

  6. Open your Microsoft Word template with the fields are already embedded, then merge your mailing list by doing the following:
    - Open the Mailings toolbar in Microsoft Word.
    - From the Select Recipients menu, select the Use an Existing List... option.
    - Select the List you downloaded.
    - Go through the rest of the Microsoft Word Mailings toolbar steps to complete the process to Finish & Merge your template.

  7. Now you're ready to preview or print the results of your mail merge.

Templates

The following templates are available for you to download and use with your mail merge files. Click any of the following image file links to download the template:

Handwritten Letter Template

Included fields:

  • Primary_Contact_First_Name

  • Street_Address

  • City

Other fields included for potential use:

  • Primary_Contact_Last_Name

  • Secondary_Contact_First_Name

Simple Business Letter Template

Included fields:

  • Primary_Contact_Full_Name

  • Street_Address

  • City

  • State

  • ZIP_Code

  • Primary_Contact_First_Name

Other fields included for potential use:

  • Secondary_Contact_Full_Name

  • Mailing_Address

  • Mailing_City

  • Mailing_State

  • Mailing_ZIP_Code

Business Letter Template 2

Included fields:

  • Primary_Contact_Full_Name

  • Street_Address

  • City

  • State

  • ZIP Code

  • Primary_Contact_First_Name

Other fields included for potential use:

  • Secondary_Contact_Full_Name

  • Mailing_Address

  • Mailing_City

  • Mailing_State

  • Mailing_ZIP_Code

Personal Letter Template

Included fields:

  • Primary_Contact_Full_Name

  • Street_Address

  • City

  • State

  • ZIP Code

  • Primary_Contact_First_Name

Other fields included for potential use:

  • Secondary_Contact_Full_Name

  • Mailing_Address

  • Mailing_City

  • Mailing_State

  • Mailing_ZIP_Code

Yellow Letter Template

Included fields:

  • Primary_Contact_First_Name

  • Street_Address

  • City

Other fields included for potential use:

  • Primary_Contact_Last_Name

  • Secondary_Contact_First_Name

Tri-Fold Template 2

Included fields:

  • Primary_Contact_First_Name

  • Secondary_Contact_First_Name

  • Primary_Contact_Last_Name

  • Street_Address

  • City

  • State

  • ZIP Code

  • Primary_Contact_Full_Name

  • Secondary_Contact_Full_Name

  • Mailing_Address

  • Mailing_City

  • Mailing_State

  • Mailing_ZIP_Code

  • Radar_ID

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