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Instructions for Mail-Merge with Wordperfect 7.0

(the procedure might be different if you have a different version)

  • 1) Create a merge file using mailing label feature [6,1 from the Main Menu]. Choose any combination of criteria such as Zip Code, Customer Type, etc. At the very least it is useful to restrict the Zip Code range to 01000->99999 to ignore those customers with no zip code. Choose Start and be sure to select the option to create the "\MERGE1.JS" file instead of choosing 1,3 or 4-across labels.

    2) Open Wordperfect.

    3) Choose Insert, Spreadsheet/Database, Import

    In the pop-up window, make sure the following selections are made:

    Data Type: ASCII Delimited Text

    Import As: Merge Data File

    File Name: \merge1.js (note that the backslash is required)

    Delimiters

    Field: ,

    Record: [CR][LF]

    Characters

    Encapsulated: "

    Strip:

    Choose Ok. The message "Conversion in Progress" should follow.

    4) When the conversion is complete, choose File, Save As. Name the file "wpmerge1.dat". By doing this, a Wordperfect 7.0 merge data file is created.

    5) Next, click the button "Go to Form" and type a form letter. Anywhere on the form that you want to insert data such as the customer’s name or address, click the button "Insert Field" and select from the list of "Field Names".

    6) Click the button "Merge" to begin the mail merge.

    You should repeat these steps each time you want to do a mailing. The "wpmerge1.dat" file should be re-created in order to include new names or when you select different criteria for which customers to include.

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