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Using Mail Merge for Event Reports
Using Mail Merge for Event Reports
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

Here's how:

  • Create your Custom Form

  • From the Event Types edit page, assign the Custom Form to the Event Type. The form questions will then appear on all events of that type.

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  • Once you've collected the information for an event you can run the Event Search for that Event Type (with or without "Show event notes" option).

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  • Click the Export CSV button. Each form answer will have it's own column.

  • From Microsoft Office you can Mail Merge all of the event documents (i.e. door sign, check out sheet, schedule, etc..)

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