Adding "Or Current Resident" to your mailing labels
1. Go to Reports, double-click on Mail Merge Reports, select whichever label format you want to use (usually "Avery 5160 Labels"), and click Copy at the bottom of the Reports screen, and name your new copy, for example "Avery 5160 Labels - Current Resident". 2. Highlight this new report you've ...
- Adding a PostNet Barcode to your Mailing Labels
1. Go to Reports, double-click on Mail Merge Reports, select whichever label format you want to use (usually "Avery 5160 Labels"), and click Copy at the bottom of the Reports screen, and name your new copy, for example "Avery 5160 Labels With Barcode".2. Highlight this new report you've created ...
- Can Camelot perform a Mail Merge with Publisher?
Camelot is designed to perform mail merging either within the software using a Mail Merge Report, or with Microsoft Word 97 or higher only. There is no automated mail merge connection with any other program.However, using the Reports in the program, you can create a client list that you can expo ...
- Correspondence Definition Setup
From the Misc/Setup pull-down menu, choose Correspondence Definitions. This screen allows you to set up the descriptions for correspondence or mailouts that you wish to send on a regular basis. Correspondence is simply any written communication you have with your customers or prospects, like pos ...
- Customizing Label Layouts
Follow these steps to setup a layout for your labels other than the ones that come with the program:1. Know the specs on the label you want to setup (i.e. the exact size of the label, the exact size of the page, and how many rows and columns of the label are on 1 page, the spacing between each l ...
- Emailing a Thank You Letter
Setting up an Email Thank You LetterOnly in Camelot 3.2 and up - call our sales department about upgrading if you are on an older version.1. from the Misc/Setup pull-down menu at the top, choose Marketing Funnels2. click the Add New Piece button at the bottom left and choose Email3. Name your e ...
- Having problems merging with MS Word
In order to perform the MS Word Mail Merge, you must have MS Word 97 or higher installed properly on your system. Cannot find Word If you get an error message when you attempt to perform a mail merge that says something like "Cannot find application. MS Word 97 or higher must be installed...", ...
- How do I customize a Mail Merge Report?
As with customizing any report, we recommend that you make a copy of one of the existing letters by selecting the report/letter in the Mail Merge Reports folder that you want to use, and click the Copy button at the bottom of the Reports screen, and enter a new name for your report. To customize ...
- How do I export data from a report?
Exporting Results from a Report to a File For any of the reports created in the program, you can export the dataset resulting from the criteria on the report to a tab-delimited text file by selecting the report in the report list and clicking the Send to File button on the right of the Reports ...
- How do I redo a mailout that has already been marked as sent?
1. On the Calls and Mailouts screen, Mailouts tab, choose the Other option at the bottom left, and change the date range option to be After. 2. Set the date there to be the day before whatever date the mailout was sent on 3. On the far right, choose Done instead of To Do. 4. You will now see an ...
- How do I send a mailout to a client?
Entering Mailouts To Send To add a mailout to send for one of your clients (contacts), go to the Mailouts tab Contact Information screen and click on the “Add…” button near the top of that tab. Then choose the Mailout Description that you want to send to the contact, and a dat ...
- How do I send emails instead of printing letters or labels?
Since you can enter an email address for a client on the Contact Information screen, you can also send an email to a list of clients directly from the program. It is a good idea to first setup your email as a Mailout on the Correspondence Definitions screen. The description for the mailout mu ...
- How do I setup email correspondence to send?
You can define a correspondence as an email just like any other mailout on the Correspondence Definitions screen. From the Misc/Setup pull-down menu, choose the Correspondence Definitions option, and click the Add New Source/Mailout button at the bottom left corner. To define a correspondence ...
- Mail Merging with MS Word
Customizing and Creating Your Own MS Word Mail Merge Documents The easiest way, even if you are creating your own letter, is to start with one of the letters that is included with the software. IMPORTANT: All of the MS Word letters are in the folder where the software is installed on your c ...
- Sending Emails
Remember that an email is just another type of mailout, so when you define an email on the Correspondence Definitions screen, it can be marked to send to a client just like any other mailout on the Mailouts tab of the Contact Information screen, or by it being used as one of the Funnel Detail S ...
- Setting up a reminder postcard using the Marketing Funnel
Here are specific steps for creating a 6 month reminder postcard: 1. First you need to define the individual postcard you want to use - the Correspondence Definition. Go to Misc/Setup > Correspondence Definitions, click the "Add New Source/Mailout" button at the bottom left, and enter a desc ...
- Setting Up Confirmation Emails to Send
ONLY IN CAMELOT 3.3 - call our sales department about upgrading if you are still on an older version. First, go to Reports from the main menu navigator screen, then double-click on the Mail Merge Reports folder, and be sure you see one listed there named "OrderListMailMergeFields". If you do n ...
- Troubleshooting - When I select a mailout and click Create Now, nothing happens
If you cannot get a mailout to create for you, the problem could be caused by a number of different things, so it will take some trial and error possibly to find the exact problem.As always, first close out of the program on all machines and compact your data (windows Start > Programs > Ca ...
- Using HTML in your Email correspondence
NOTE: This is an advanced feature, so if you don't already know what HTML means, then please refer to other computer books and online resources for more information on that, or otherwise just stick to plain text messages for your emails. When defining an email correspondence, you have the opt ...
- Using Mail Merge Reports
On the Reports screen (from the main menu Navigator, click Reports, or choose Reports > Show Reports from the pull-down menu at the top), there is a category folder named Mail Merge Reports. This report category folder should never be removed. It contains label, envelope, postcard, and letter ...
