Details Version:. File Name:. Date Published:. File Size:. System Requirements Supported Operating System. Install Instructions To start the download, click the Download button and then do one of the following, or select another language from Change Language and then click Change. After you set up your list of tracking numbers in the data source and design your publication, you are ready to merge your list of tracking numbers with your publication to create a batch of gift certificates or coupons that each displays a unique tracking number.
Connect your gift certificate or coupon publication to the data source. Insert a data field into your publication as a placeholder for the tracking number information. Preview the merge to refine the layout. Print the merged publication to create or print a batch of gift certificates or coupons that display the tracking numbers from the data source. In the Mail Merge task pane, under Create recipient list , select Use an existing list , and then click Next: Create or connect to a recipient list.
In the Select Data Source dialog box, locate the data source that contains your tracking numbers, select the file, and then click Open. If your data source is an Excel worksheet, select the worksheet that you want from the list in the Select Table dialog box. In the Mail Merge Recipients dialog box, you can select the tracking codes that you want to include in the merge. Select the check boxes next to the records that you want to include, and clear the check boxes next to the records that you want to exclude.
If you want to use only certain entries in your list, you can filter your list by a specific field or criterion. After you filter the list, you can use the check boxes to include and exclude records.
Blanks displays all the records in which the corresponding field is blank. Nonblanks displays all the records in which the corresponding field contains information. Advanced opens the Filter and Sort dialog box, which you can use to filter using multiple criteria. Tip: If your data source contains records that share the same information, and there are ten or fewer unique values in the column, you can filter by specific information.
The Mail Merge Recipients dialog box displays only the designated records. To display all the records again, click All. In the Mail Merge Recipients dialog box, click the column heading of the item you want to sort by. To sort using multiple criteria, click Sort under Refine recipient list in the Mail Merge Recipients dialog box. In the Filter and Sort dialog box, select the criteria you want to sort by.
In the Mail Merge task pane, under Create a recipient list , click Use an existing list , and then click Next: Create or connect to a recipient list. If you saved your data source in a location other than the My Data Sources folder, browse to the location where you saved your data source. At the bottom of the Mail Merge task pane, click Next: Create merged publications.
After you connect your publication to the data source that you want to use, you can insert a data field into your publication in the location where you want the tracking number to appear. In the Mail Merge task pane, under Prepare your publication , click the tracking number data field, and then drag it into your preferred location on the gift certificate. If you want to insert data fields for additional information in your data source, such as customer names or addresses, drag those field names into your publication.
If you want to apply formatting to a data field to change the appearance of the merged data, select the field, click the Format tab and select the options that you want. In your mail merge publication, click where you want to insert the tracking number data field. You may first need to create a text box for the data field location if one does not already exist.
In the Mail Merge task pane, in the list under Prepare your publication , locate the field name that corresponds to the column heading for the list of tracking numbers in your data source.
For example, if you used Tracking Numb er as the column heading for the list of tracking numbers in your spreadsheet, locate Tracking Number. Drag the tracking number field into the text box that you created for it. If you want to apply formatting to a data field to change the appearance of the merged data, select the field, click Font on the Format menu, and then select the options that you want.
Before you complete the merge, preview the merge results to make sure that the tracking numbers will display as you want them to in your publications. You can preview the merge in two ways: While you are refining the layout to review the layout of the individual coupon or gift certificate, or when you are getting ready to print, to preview the arrangement of coupons or gift certificates on the printed sheet.
Click the navigation buttons to see how the other entries from your data source look in your publication. The information from the first record of your data source populates the data fields. You can use the navigation buttons to preview the information from the remaining data source records.
At times, important add-on details are shrunk just to fit the small coupon. More often than not, people miss opportunities brought about by these coupons because of the conditions that are not readable to them. Sticking as close to the standard size of a coupon is ideal for the creation. Colors: If there is no need to use loud colors, pastel and monochromatic usually do the trick. Colors that are vivid tend to absorb a lot of attention.
These are great for common holidays and events. But if not used carefully, it will be distracting and the info contained inside the coupon could become unclear. Fonts: Using a traditional type of font is a smart approach.
A good balance within the size of the coupon and the size of the font would do well in helping in relaying important info. Graphics: Graphics can be helpful in catching attention and in giving emphasis on brands, events or promos.
But too much will distract the eyes from the main point of interest on the coupon. Consider which paper material is appropriate: Use certain types that are not easily torn, smudged, or crumpled. Choose the size of the coupon that is easy to carry: Using the standard size of a coupon is the best go-to choice.
Anywhere near the standard is also a good option. Coupons of these sizes can easily be stored in pockets and wallets. Plus, these are handy. Refrain from using vivid colors too often. Use monochromatic or themed sets of hues.
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