The mailing wizard can be
used to filter out certain information from the PMS, that is needed to
make new select mailings for guests, companies or travel agents.
The Mailing wizard has been designed such that any employee in the hotel
(with the correct authorizations) can in principle put together a mailing.
This mailing wizard guides the user through the various options and selection
criteria using a phased plan.
The Mailing wizard can be accessed
through File > Marketing > Mailing wizard
The following steps are explained:
Step 1 -
Choose relation type
Step
2 - Filter on contact preferences
Step
3 - Set basic conditions for relation
Step
4 - Select mailing group(s)
Step
5 - Advanced selection criteria
Step
6 - Selection on statistical details
Step
7 - Aggregated sort order
Step
8 - Output sort order
Step 9 - Output selection criteria
Using Mail Merge in IDPMS with Mail Merge in Microsoft Word, take the following steps into consideration.
Step 1 – Create your letter in Microsoft word. At this point you won’t be able to enter the merge fields.
Step 2- Open a new .csv file , name it and save it. You don’t need to enter any data (This will be the data source you will merge to)
Step 3 – Open IDPMS, Select- File-> Marketing-> Mailing Wizard.
Step 4- Create your mailing using steps 1 thru 9
Step 5 – At step 9, under Export file name... link to the csv file you named above, click open and then the checkmark.
Step 6 – Open your letter in word. Go to tools, letters and mailings, mail merge. Also turn on the mail merge tool bar.
Step 7- On the mail merge tool bar, select the icon ‘open data source’ Link to your csv file and open. This will then allow you to enter the merge fields.
Step 8 – Insert the merge fields in the letter using the icon on the mail merge tool bar ‘insert merge fields’
Example:
October 18, 2008
«TITLE» «FIRST_NAME» «LAST_NAME»
«NUMBER_1» «STREET_1»
«NUMBER_2» «STREET_2»
«CITY» «STATE» «ZIPCODE»
Dear «TITLE» «LAST_NAME»,
This is a letter testing the mail merge functionality in IDPMS.
Step 9 – Click on the icon ‘merge to new document’ to merge the letters.