How to Create a Mail Merge Mailing

You will need to have a Mail Merge Template created prior to doing the Mail Merge. See 'How to Create a Mail Merge Template' in the Library for assistance with this.

1. Once your template is created in Eleo, go to the Navigation at the top of the page, hover over Mailings, and then click on ‘Create a Mailing’.

2. Follow the steps. First select the Type of Mailing you would like to create. NOTE: Your template will need to fall under the same category in order to use it for this mailing. For example: if you want to create a Thank You Letter, make sure that you created a Thank You Mail Merge Template.

3. Then select the Template Type: Mail Merge.

4. Select the Mail Merge Template you want to use for this mailing. Then press ‘Select’.

5. Choose the contacts to send the mailing to and options, such as which addresses and groups of people you want to include (or exclude). You can also set a filter here to specify the contacts you want to mail to. If you need help creating a filter, please contact the Eleo Support Team at 1-844-676-ELEO (3536) or Support@EleoOnline.com. Once you are done with your selections, select ‘Continue’.

6. Name your mailing and select the date for the mailing. You can also add a Description, Appeal, and Appeal Category if you would like. Then select ‘Save Mailing’.

7. It may take a moment or two to create the mailing and you should see a screen similar to this while it is generating.

8. Once the mailing has been created you can view a list report, download the file, create labels, or mark the mailing as having been sent.

9. Choose ‘Download’ to download the CSV file. You will use that file to complete the merging process in Microsoft Word.