Mail Merge: ed and Printed Report Letters
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- Tobias Greer
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1 Mail Merge Workshop Communicating Your Performance Measure Results Mail Merge: ed and Printed Report Letters I. List of Variables for Reports: Performance Measure 72 Offline Pediatric Medical Direction: 1. Variables inserted manually by EMSC Program Manager (in red font) a. statute #: state statute number for states that require all EMS agencies use statewide protocols Possible values: Optional b. protocol link: URL where state protocols available for download Possible values: Optional c. manager name: first and last name of the state/territory EMSC Program Manager d. phone: telephone number of state/territory EMSC Program Manager e. address of state/territory EMSC Program Manager f. state EMSC website link: URL of state/territory EMSC Program Possible values: Optional g. Facebook address: state/territory EMSC Program Facebook page Possible values: Optional h. Twitter ID: state/territory EMSC Program Twitter account name Possible values: Optional 2. Variables imported from EMS performance measure dataset a. agency: name of the responding agency b. name: name of the person who completed the survey c. address: street/mailing address of the responding agency d. city: city of responding agency e. state: state or territory f. zip: zip code of responding agency
2 II. Workshop Communicating Your Performance Measure Results Steps for Preparing Printed and ed Report Letters: 1. Prepare your EMS dataset; refer to the Preparing the EMS Data section 2. Create two new folders and name them: a. No_Protocols b. Availability_protocols 3. Edit and Save EMS report template letter(s) for content disregard the [ ] areas at this point a. NOprotocolsTemplate (printed letter).doc: template report for agencies that indicated they did not have any protocols b. AvailabilityprotocolsTemplate ( ).doc: template report for agencies that indicated they had protocols but protocols not available 90%+ on vehicles or providers 4. After editing the content of the templates, copy the content into your letterhead or insert your logo into the templates 5. Save the new letters with the following names in the folders you created in step 2 a. NOprotocolsTemplate (printed letter).doc b. AvailabilityprotocolsTemplate ( ).doc III. EMS Printed Report Letter Steps: Note: You cannot have the Excel file open to run this report. 1. Open the new EMS report letter template: NOprotocolsTemplate (printed letter).doc 2. Enter/edit manual Program Manager variables (see I. List of variables for report on previous page) 3. If applicable, change red font to black and remove highlight for the manual Program Manager variables leave the yellow highlight for the other variables 4. Save so you don t lose any work 5. Start mail merge a. Select the Mailings tab b. Click the down arrow for the Start Mail Merge c. Select Letters d. Click the down arrow for the Select Recipients e. Select Use Existing List Note: make sure your Excel file is closed f. Choose your state/territory EMS PM dataset (e.g., AKEMS.xlsx)
3 g. A Select Table dialog box will appear listing all of the available worksheets in the document you chose in the previous step. Select the complete dataset. Note: your variable names should be on the first row of your dataset and therefore the First row of data contains column headers should be checked. h. Select Edit Recipient List located on the Mailings tab i. A Mail Merge Recipients dialog box will appear j. Choose Filter k. A Filter and Sort dialog box will appear l. Choose offlineprotocols in the dropdown for the Field: m. Choose Equal to for the Comparison: n. Enter N for the Compare to: o. Click OK in the Filter and Sort box p. Click OK in the Mail Merge Recipients box
4 q. Select/highlight the first variable in the report letter to be imported e.g., [agency] (see I. List of variables for report on previous page). r. Click the down arrow for the Insert Merge Field s. Select agency; [agency] will then appear as <<agency>> t. Complete steps q. through s. for each variable to be imported Note: use the Clean versions for name, address and city that we created in the Reviewing Respondent Comments I. Preparing the EMS Data: section u. Remove the yellow highlight from the report once you have all fields done
5 v. On the Mailings tab click on Preview Results Conduct a quick review of each individualized report by clicking on the forward and backward arrows. If you need to make any changes to one, or some of the reports, click on the down arrow for Finish and Merge Select Edit Individual Documents A Merge to New Document dialog box will appear. Choose whether you want to edit all, only the copy that's currently visible, or a subset of the set which you specify by record number. Word compiles the copies that you want to edit into a single file with a page break between each copy of the document After you finish editing the new file of report letters, save the document into the No_Protocols folder remember each letter is a separate page IV. EMS ed Report Letter Steps: Note: You cannot have the Excel file open to run this report. 1. MAKE SURE YOUR IS CLOSED, NOT JUST MINIMIZED 2. Open the new EMS report letter template: AvailabilityprotocolsTemplate ( ).doc 3. Enter/edit manual Program Manager variables (see I. List of variables for report)
6 4. If applicable, change red font to black and remove highlight for the manual Program Manager variables leave the yellow highlight on for the other variables 5. Save so you don t lose any work 6. Start mail merge a. Select the Mailings tab b. Click the down arrow for the Start Mail Merge c. Select Messages Note: if your letterhead has headers &/or footers, they will NOT be present in the mail merge d. Click the down arrow for the Select Recipients e. Select Use Existing List f. Choose your state/territory EMS dataset (e.g., AKEMS.xlsx)
7 g. A Select Table dialog box will appear listing all of the available worksheets in the document you chose in the previous step. Select the complete dataset. Note: your variable names should be on the first row of your dataset and therefore the First row of data contains column headers should be checked. h. Select Edit Recipient List located on the Mailings tab i. A Mail Merge Recipients dialog box will appear j. Choose Filter k. A Filter and Sort dialog box will appear l. Choose offlineavailable in the dropdown for the Field: m. Choose Equal to for the Comparison: n. Enter Rarely for the Compare to: o. Change And to Or p. Choose offlineavailable in the dropdown for the next Field: q. Choose Equal to for the Comparison: r. Enter Never for the Compare to: s. Change And to Or t. Choose offlineavailable in the dropdown for the next Field: u. Choose Equal to for the Comparison: v. Enter Occasionally for the Compare to: w. Change And to Or
8 x. Choose offlineavailable in the dropdown for the next Field: y. Choose Equal to for the Comparison: z. Enter Usually for the Compare to: aa. Click OK in the Filter and Sort dialog box bb. Click OK in the Mail Merge Recipients dialog box cc. Select/highlight the first variable in the report letter to be imported via mail merge e.g., [agency] (see I. List of variables for report). dd. Click the down arrow for the Insert Merge Field ee. Select agency; [agency] will then appear as <<agency>> ff. Complete steps y. through aa. for each variable to be imported Note: won t want to complete steps until after all of your address/contact fields are cleaned in Excel file. gg. Remove the yellow highlight from the report once you have all fields done
9 hh. On the Mailings tab click on Preview Results Conduct a quick review of each individualized report by clicking on the forward and backward arrows. If you need to edit one or some of the ed report letters, click on the down arrow for Finish and Merge Select Edit Individual Documents and follow the instructions covered in section III. step v. If you DO NOT need to edit one or some of the ed report letters STOP!!!!!! DO NOT PROCEED WITH THE LAST STEPS UNLESS YOU ARE 100% READY TO SEND THESE S. EVEN IF YOUR IS CLOSED IT WILL STILL SEND THE S ONCE YOU RE-OPEN YOUR ACCOUNT. Click on the down arrow for Finish and Merge Select Send Messages A Merge to dialog box will appear Microsoft is smart enough to pull in the variable related to address for the To: field Enter a subject in the subject line that is related to what you are sending. Note: avoid the word survey as often it will be tagged as SPAM Leave Mail format: as HTML as many of your respondents likely have non text only accounts
10 Decide if you want to send all letters, the current one you are viewing, or a range of the letters If you are ready select OK. If not ready, select Cancel ii. DO NOT save the file. All the s will be in your sent account sent folder V. Four Additional Mail Merge Options: These options will not be covered at the workshop but are provided as an additional resource. 1. Once you have approved each individual report you will want to save/print the reports a. Option 1 is to immediately print each personalized report and/or save a single Word Document containing every agency letter for mailing Follow Section III steps 1 6v., stopping at the Finish & Merge sub-step Click on the down arrow for Finish & Merge Select Print Documents An individual report will print for each EMS agency listed in the worksheet you imported data from Then click on the down arrow for Finish & Merge again Select Edit Individual Documents A Merge to New Document message box will appear Select whether you want all, only the copy that's currently visible, or a subset of the set of the reports as a single Word document Word will create a new document that has each letter as a new page. Go to the File tab and Save the document in either the No Protocols or Protocols not available folder you created. It is suggested you include the year and state name in the name of the document e.g., 2012AKagnencies Note: Remember that merged documents that you save are separate from the main document. It's a good idea to save the main document itself if you plan to use it for another mail merge. When you save the main document, you also save its connection to the data file. The next time that you open the main document, you are prompted to choose whether you want the information from the data file to be merged again into the main document. b. Option 2 is to immediately each personalized report (as body of ) Note: you would NOT want to use this option if you were going to attach/send a copy of the protocols with the report.
11 Sign in to your work account Follow Section III steps 1 6v., stopping at the Finish & Merge sub-step Click on the down arrow for Finish & Merge Select Send Messages A Merge to message box will appear Make sure the To: field has an variable selected such as address Enter something to the Subject line: field The Mail format: field defaults to HTML. Note: some addresses only accept text messages Select whether you want all, only the copy that's currently visible, or a subset of the set of the reports Select the OK button Option 2 Example Options 3 & 4 are only available for those who have Adobe Acrobat Pro 9 or X installed on their computer! c. Option 3 is to create PDFs of each personalized report to be printed and mailed or ed as an attachment later. Follow Section III steps 1 6v., stopping at step before the Finish & Merge sub-step Click on the Merge to Adobe PDF
12 An Acrobat PDFMaker Mail Merge message box will appear. Select whether you want all, only the copy that's currently visible, or a subset of the set of the reports as a PDF Optional: enter a name for Specify PDF file name: Select the OK button A Browse For Folder message box. Select either the No Protocols or Protocols not available folder you created Select the OK button An Acrobat PDFMaker Mail Merge message box will appear Click the OK button. Note: The PDF reports will be saved in the folder you selected in step f of this option d. Option 4 is to immediately a generic message to every agency with the personalized PDF of report attachment. Note: you would NOT want to use this option if you were going to attach/send a copy of the protocols with the report. Sign in to your work account Follow Section III steps 1 6v., stopping at step before the Finish & Merge sub-step In the report you have been editing, click on the Merge to Adobe PDF An Acrobat PDFMaker Mail Merge message box will appear Select whether you want all, only the copy that's currently visible, or a subset of the set of the reports as a PDF Optional: enter a name for Specify PDF file name: Check Automatically send Adobe PDF files by The To: field should be defaulted to address; if not, search the drop down box for the appropriate variable Enter a subject in the Subject line: field Enter a generic message in the Message: field that applies for all of the agencies who will be receiving a report. The appropriate personalized attached PDF report will be sent to the associated EMS agency Select the OK button A Browse For Folder message box. Select either the No Protocols or Protocols not available folder you created Select the OK button An Acrobat PDFMaker Mail Merge message box will appear. Click the OK button
13 Option 4 Example (this option available only to those with Adobe Acrobat Pro 9 or X) 2. Repeat the appropriate option steps for your other EMS report letters if applicable
14
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