• Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
Contact Us Try for FREE
  • Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
return to Support Centre

Using The Mail Merge Wizard

The mail merge wizard allows you to create multiple letters quickly and efficiently. You can use the mail merge to send letters to all customers or filter them by region, contract or equipment expiry date.

To access the mail merge wizard, go to Tools > Mail Merge Wizard.

clik service tools menu drop-down

The first screen on the mail merge allows you to filter down who you want to include within the merge.

You can choose different options to search by, from the company name, postcode, customer, supplier or any custom classifications you may have set up.

Once you’ve chosen your filter criteria, click ‘Search‘ to apply the filter and reveal your results.

mail merge wizard setup screen, search button

Click ‘Next‘ to progress to the next stage.

On the second screen, you have some options on the left side.

mail merge wizard setup menu options

‘Mail Merge Into Existing Document’ – this allows you to use a template you have already created previously. Browse to where the file is stored, click ‘OK’ and the merge will begin.

‘Create New Mail Merge Document’ – this allows you to create a new mail merge template. This option will give you two choices – ‘Do Mail Merge Using Default Clik 4 Template‘ or ‘Edit Default Clik 4 Template‘.

mail merge options

If you choose ‘Do Mail Merge Using Default Clik 4 Template’, it will ask you if you want to make any customisations. If you answer ‘Yes’, then it will open an additional window for you to edit the standard template.

mail merge greeting, date and sign off

Once you’ve made your changes, click ‘OK‘ to save them and you will be returned to the mail merge wizard setup window.

Click ‘Next‘ to start the merge.

If you choose the ‘Edit Default Clik 4 Template‘ option, it will open a new Microsoft Word document.

From here you can customise the look and content of the mail merge.

You can add in additional fields, such as equipment or contract details by clicking on ‘Insert Merge Field’.

word document, mailings, insert merge field

When you are happy, save it as a Word document.

Back in the mail merge wizard window, click on ‘Mail Merge Into Existing Document‘ then ‘Select an Existing Template’ and browse to the saved Word document.

Here is what else you can do in the mail merge wizard:

Click on ‘Print Mail Merge List’ and select your template to print a simple list of the addresses you have included in the mail merge.

mail merge wizard setup, print mail merge list

You can log the communication history for the customers you have sent a mail merge by clicking on ‘Communication’. This also gives you the ability to set a call back in the future.

mail merge wizard setup, communication

You can export the addresses by clicking on ‘Export CSV’, this will create a CSV file that can be viewed in Excel.

You also have the option to change any CRM classifications that you have set up, against the selected mail merge addresses.

To apply any changes, you must click on the ‘Reset‘ button for changes to take effect.

mail merge wizard setup, export csv

When clicking ‘Next‘ to activate the mail merge, you’ll see a summary of the actions carried out.

To complete the mail merge, click on ‘Next‘ then ‘Finish‘.

Clik Service

Clik Service

Email, Text Messages & Communication

Setting Up Email
Clik Service

Clik Service

Email, Text Messages & Communication

Sending Emails Through Gmail

Email, Text Messages & Communication

  • Setting Up Email
  • Linking With Outlook
  • Sending Emails Through Gmail
  • Creating and Using Email Templates
  • Attaching Emails to Documents [Video]
Show more

Ask Tech a Question

Did you find what you were looking for? Don’t worry if not, you can get in touch with our tech support team.

Contact Tech Support
PERSONALISED LEARNING

A Training Masterclass From Our Experts

You’ve got the software. Now get the expert knowledge straight from the experts. If you want to know more about Clik Service or the NICEIC Cert Software, maybe you want to drill down into a specific module, or a run-through for a new engineer, we’ll walk and talk you through it in the way that suits you.

Learn More

4.5

  • Products
    • Clik Service
    • Clik Jobs
    • Clik Remote
    • NICEIC Cert Software
    • Clik Cert
    • View All Products
  • Features
    • CRM
    • Invoicing
    • Job Management
    • Job Scheduling
    • Quoting
    • View All Features
  • Industries
    • Air Conditioning
    • Electrical
    • Facilities Management
    • Fire and Security
    • Plumbing
    • View All Industries
  • Support
    • Training
    • Service Status
    • Contact Tech Support
    • Product Roadmap
  • About
    • Blog
    • News
    • Privacy
    • Terms

Copyright Clik Limited © 2000-2023 – All Rights Reserved