PP Helpful Hint 11 – Creating activation letters in Microsoft
Word
You can use Payer information from ParentPay as the data source for a mail merge enabling
you to import the appropriate details into your Word document to provide everyone with
their unique activation codes.
Here’s how:
Step 1:
Go to People > Payers to access payer details including Usernames and Passwords.
Choose Group 1 as Pupil, staff or Preadmission depending on who your activation letters
are for.
Choose Group 2 as All.
Step 2:
Scroll to the bottom of the list and click to Open in excel. Save this file so that you can
use it as your Data Source for your Microsoft Word Mail Merge letter.
Step 3:
In Microsoft Word, compose your own activation letter, then go to Mailings > Start Mail
Merge. Select your recipients from an existing file and choose the excel file with the
payer information from ParentPay. You can then Insert the relevant merge fields for your
letter
©ParentPay Ltd.