📝 Overview
Mail Merge allows you to combine event report data exported from Dash with Microsoft Office to automatically populate event documents (such as door signs, checkout sheets, and schedules) using information collected through Custom Forms.
✅ Prerequisites
Before you begin, confirm the following:
You have created or assigned a Custom Form to your Event Type.
Event data has already been collected for the events you want to export.
🔔 New to Custom Forms?
Learn how to set them up using this help center article blow:
🗂️ Step 1: Assign Your Custom Form
Click the arrow to learn how to assign a Custom Form to an Event Type
Click the arrow to learn how to assign a Custom Form to an Event Type
Open the Event Types edit page.
Assign the relevant Custom Form to the Event Type you will report on.
The questions from the form will appear on all events of that type.
📤 Step 2: Export Event Data
Click the arrow to learn how to export your event data as a CSV
Click the arrow to learn how to export your event data as a CSV
From your Dash admin, navigate to Calendar and select Event Search and Bulk Edit.
🔔 New to Event Search and Bulk Edit?
Learn how to use it with this help center article below:
Use the available filters to search for events under your chosen Event Type.
Toggle on Show Custom Form Data if you want form answers included.
Click Search.
Add a checkbox next to the event.
Click Export All to download the data.
Each response from your Custom Form will appear as its own column in the exported file.
🖨️ Step 3: Use Mail Merge
Click the arrow to learn how to run a Mail Merge in Microsoft Office
Click the arrow to learn how to run a Mail Merge in Microsoft Office
Open Microsoft Office (such as Word).
Start a Mail Merge using the exported CSV as your data source.
Insert the merge fields into your document template.
Generate your customized documents (such as door signs, checkout sheets, and schedules) from your event data.
🎥 Need help with Mail Merge?
Watch this tutorial for a step-by-step walkthrough: