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Personalize Your Documents with Mail Merge

Most basic merging platforms are not designed to handle the demands of producing standardized documents with error-free formatting for bulk mailing capabilities. Using a basic template like a Word processing program to fill in variables is a clunky and inefficient process that takes up valuable time and increases errors. Windward Document Generation software offers a unique solution to a complex problem that other software fails to address. Windward improves your mail merge process by enabling you to send out personalized and unique bulk letters or emails in just a few clicks.

What Actually Happens in a Mail Merge?

With the Mail Merge feature in Microsoft Office, an organization can send a combination of standard information and personalized content to their contacts. For example, every recipient can be addressed by their first name at the beginning of a general message and individual information like personalized identification codes can be added in at the end. These are the three documents generally involved in the process of merging documents:

Main Document: This is comprised of universal content which will appear in every merged document. For example, the organization logo, return mailing address or general communication. The main document can be text, image or graphics.

Mailing List: This is made up of data that is added to the main document. The mailing list will have addresses of the recipients which will be printed on the envelopes or entered in the email address section.

Merged Document: This is the Main Document and the Mailing List combined to make up a merged document with all the content needed to send out personalized emails, print envelopes, etc. Windward makes this process error-free and efficient. With the simple click of a button, you can send emails out to different recipients with a personalized touch.

Why Personalize Mail?

Marketing research has shown that sales persons who personalize their bulk messages receive more favorable responses than those who do not. Personalized promotional mailings have 29% higher unique open rates and 41% higher unique click rate, per a Salesforce study. Emails with personalized subject lines tend to have better open rates than those without. Personalized communication is a good way to begin discussions, increase interest and ultimately increase conversions. And the good news is that Windward makes it easy to capitalize on this research.

Mail Merge in Action

In most cases, mail merge is used to send out a number of emails with similar content and a few unique fields in need of personalization.

For example:

  • An educational institution send students curriculum
  • Bank officials sending out monthly account details
  • An organization inviting guests to a corporate event
  • Sending annual performance reports to a shareholder

Why You Need Windward for Mail Merge

Mail merge is the answer to creating a more effective sales communication flow—and Windward makes it a simple process. With Windward, you have the ability to decide which audience receives what information and when they receive it. The software allows you to choose particular data which will be displayed to multiple audiences from specific information sources. The days when template development was a painstaking procedure lasting a number of days of back and forth communication are in the past. You can achieve perfection in a matter of minutes and save valuable hours that can be used actually making sales and not mail merge templates.

It is time to move your organization forward with a more efficient mail merge process by integrating Windward into your existing platforms. Learn more about Windward here.

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For over 10 years, Windward has lead the industry with our world-class document generation platform that creates visually stunning, data-powered documents designed exactly the way users want and are created in a fraction of the time and cost compared to existing solutions. Proudly located in Boulder, Colorado, Windward Studios is the premier solution for developers and business users adding reporting and document generation capabilities to their applications in over 70 countries around the world.

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