Click here to view a demo that shows you how to insert mail merge fields in MOL Pro.

How to Insert Mail Merge Fields Into Documents Documents in MOL Pro

Mail merge is a powerful tool for creating personalized documents quickly and efficiently. This guide walks you through the process of using mail merge fields in MOL Pro to customize your documents, from setting up your mailing list to finalizing your proof.

Prerequisites

Before you begin:

1. Ensure you have access to MOL Pro and a Click2Mail account.

2. Have your mailing list prepared and formatted for upload.

Step-by-Step Instructions

Step 1: Start a New Job

1. Log in to MOL Pro and access the dashboard.

2. Click on Start Job to begin the document creation process.

3. Select the type of document you want to create (e.g., a letter with an 8.5"x11" page size).

4. Choose your layout preferences:

   • Specify where the address block should appear (e.g., back page).

   • Select options like full color or black-and-white printing and the number of pages.

Step 2: Upload or Select a Mailing List

1. Choose an existing mailing list or upload a new one:

   • To upload a new list, click Upload and select your file.

   • To use an existing list, select it from the available options and click Done.

2. Once your mailing list is approved, a green check mark will appear, indicating it’s ready for use.

Step 3: Create Your Document

1. Click Create and give your document a meaningful name.

2. Use the Click2Mail editor to customize your document:

   • Add Mail Merge Fields: Drag and drop a text box onto your document. Insert fields such as:

     • First Name

     • Last Name

     • Organization

     • Address and State

     • Any other columns from your mailing list.

   • Add Images: Click the image icon to upload pictures. Resize and position the image as needed.

   • Customize Layout: Use text boxes, shapes, and visual elements to create a professional and balanced design.

Step 4: Save and Proof Your Document

1. When your document is complete, click Save and Close.

2. View your proof to ensure all elements, including mail merge fields, are correctly placed.

3. If the proof is accurate, return to Click2Mail, confirm that you’ve viewed the proof, and add your initials.

Step 5: Finalize and Submit

1. Approve the proof and proceed to the checkout screen.

2. Submit the document for processing.

Benefits of Mail Merge in MOL Pro

• Efficiency: Quickly create multiple personalized documents.

• Personalization: Tailor content to individual recipients for improved engagement.

• Accuracy: Proofing ensures error-free documents.

Additional Resources

• Video Tutorial: Mail Merge Fields to MOL Pro Documents

• Guide: Formatting Mailing Lists for MOL Pro

• Support: For additional assistance, contact support@click2mail.com or call 866-665-2787.

FAQs

1. Can I edit my mailing list after uploading it?
   Yes. You can update your mailing list before finalizing the document.

2. What file formats are accepted for mailing lists?
   MOL Pro accepts .xls, .xlsx, and .csv formats.

3. Can I use saved templates for future mailings?
   Yes, templates can be saved and reused for future jobs.