Mail merge to a 4 postcard pages document from numbers mailing list docume

I am trying to enter mail merge fields into my 4 postcard document 2nd page. I am in the inspector drop down menu and have selected the "merge" tab. It shows the Numbers document that I've chosen properly. I have to insert a text box into one of the quarter panels of the pages document in order for the "+" button to become available. When I click on the + it shows me 2 choices: add merge field or add sender field. When I select the option for a merge field absolutely nothing happens---it's as if I selected nothing. When I select the sender field option it works perfectly. The only problem is that's not what I want to do!! When I go to the Insert drop down menu, as long as I have an open text box in the document, mail merge is an option with a side menu indicator. When I go to Mail Merge no side menu appears and once again it's as if I've not chosen any options from the menu. When I go to the Sender option the side menu appears and when a choice is made there, the next side menu appears. Can anyone please tell me what I'm doing wrong and how to correct the problem???? It's kind of an emergency as I'm trying to mail out postcard announcement to over 500 people of an event only one month away! Please help!!!User uploaded file

MacBook, Mac OS X (10.6.7)

Posted on Apr 3, 2011 6:42 PM

Reply
16 replies

Apr 3, 2011 8:07 PM in response to busylady

Hi,

You can do it as a mail merge, but you'll need to rethink your post cards as one-page documents on a page the size of your four card page.

For example, if you merge is placing addresses onto (pre-printed) cards which come four to a US Letter size page, lay out the merge fields to correctly place the address on a card enlarged to fill the page.

Merge to a New Document. For your full list, you'll get a 500 page document with one address per page.

When you Print the New Document, press command-P, then use the Pop-up menu in the print dialogue to choose Layout. From the pop-up on that page of the dialogue, choose 4 (to a page).

Before doing an actual Print, though, I would suggest you do two types of test runs:

Go back to Copies and Pages in the pop-up where you found Layout, click the From: button and enter 1 to 4 in the boxes. Then click Preview to see the result in Preview. If it doesn't look right, close the Preview window, Close the multi page merg ed document—NOT the one page Merge document—(without saving), and adjust the position and size of the address on the original Merge document.

When the Preview looks right, print it to a sheet of plain paper (first page of four cards only) and check the alignment with the actual post card sheet. If necessary, adjust as before. When it's correct, load the post cards and print the job. (I'd take a cautious approach and do this in 10 sheet batches to ensure that any errors affected only a few of the cards.)

Regards,
Barry

Apr 3, 2011 7:02 PM in response to busylady

Hi bl,

Welcome to Apple Discussions and the Pages '09 forum.

This won't directly address your specific question, but does address the topic of mail merge, and an issue you will run into if I'm reading your description accurately.

From your description and subject line, I gather that you have your document set up to include four postcards on a single page, and want to address each of the cards to a separate recipient.

Pages does not support merges from multiple records on a single document.

All of the Merge Fields in one document are filled from a single record. Pages produces a separate document for each record. So if you placed four "Name" merge fields, one into each postcard space in your document, all four would contain the same name.

Regards,
Barry

Gone to investigate the issue you describe. More later.

Apr 3, 2011 7:24 PM in response to Barry

Okay, thank you for that very important information. I wish I knew that before I spent hours and hours creating the numbers document as a mailing list. It sounds like my only option is to print the numbers document as mailing labels. Can you tell me how to do that? You don't know how much I appreciate your quick response and any assistance you can give me re: printing labels from numbers. Thank YouUser uploaded file

Apr 3, 2011 7:52 PM in response to busylady

Hi again,

I'm not having much luck recreating the situation you describe.

The only circumstances I've seen under which the + is greyed in the Inspector is if I do not have the insertion point placed where it is possible to insert a merge field. When that is true, the Merge Field > item in the Insert menu is also greyed.

I also noted that Pages would not let me insert the same field (First Name) more than once on the same page/section of a Page Layout document.

Regards,
Barry

EDIT: Posted beFore reading your second message. Reply on that to come.
B

Apr 3, 2011 8:59 PM in response to busylady

BusyL,

I suggest that you create a new Numbers document and a new Pages document. Keep everything to a minimum, put just a few fields of data in your Numbers doc and one or two rows. Then try again to create a merge field. If that works it rules out something wrong with your system and isolates it to your big Numbers merge table/doc that you worked so hard on or your Pages doc, but in any case we'll make some progress on isolating the problem.

Give us some idea of the nature of the Numbers document. How many sheets? How many Tables on the Sheet with the merge Table.

Jerry

Apr 3, 2011 10:25 PM in response to Jerrold Green1

The Numbers document has the column headers of "First Name" "Last Name" "Street Address" "City" "State" and "Zip". I've also included "County" and "Title" which will not be included in the mail merge, however are needed for organizing the list for future mailings. There are 502 lines of data entered in the above mentioned format (all text) and when I pulled it up for a print preview, the document showed it had 38 pages when printing simply as the mailing list. I believe I will create a new single page Pages document and try using it as a "template" for the merged information to print in the correct locations to match up to the proper location on the preprinted postcard. Boy, I never dreamed that what should be a basic printing operation would turn out to be such a problem!! I appreciate your time spent on my behalf and will let you know tomorrow how my "template" idea worked. Thanks, again.

Apr 3, 2011 10:35 PM in response to Barry

Barry,
This sounds like a fix that I can actually do!! Thank you very much for the detailed steps to follow--I am new to using Numbers and anything more than basic word processing in Pages. I have to call it a day as it's 1:30 am here in Florida, however will let you know tomorrow evening how it worked out. Once again, thank you very much for your assistance. It is GREATLY appreciated!!

BusyLady

Apr 4, 2011 9:49 AM in response to busylady

It's quite easy to achieve your goal.

User uploaded file

Here, I assume that you use a database with 3 fields by record.
It would be easy to adjust to your true database.

Don't merge from this table but from the table to_merge.

In A2, the formula is :
=OFFSET(database :: $A$1,1+(ROW()-2)*4,0)
in B2, it is:
=OFFSET(database :: $A$1,1+(ROW()-2)*4,1)
In C2, the formula is :
=OFFSET(database :: $A$1,1+(ROW()-2)*4,2)
in D2, it is:
=OFFSET(database :: $A$1,1+(ROW()-2)*4,3)

In E2, the formula is :
=OFFSET(database :: $A$1,2+(ROW()-2)*4,0)
in F2, it is:
=OFFSET(database :: $A$1,2+(ROW()-2)*4,1)
In G2, the formula is :
=OFFSET(database :: $A$1,2+(ROW()-2)*4,2)
in H2, it is:
=OFFSET(database :: $A$1,2+(ROW()-2)*4,3)

In I2, the formula is :
=OFFSET(database :: $A$1,3+(ROW()-2)*4,0)
in J2, it is:
=OFFSET(database :: $A$1,3+(ROW()-2)*4,1)
In K2, the formula is :
=OFFSET(database :: $A$1,3+(ROW()-2)*4,2)
in L2, it is:
=OFFSET(database :: $A$1,3+(ROW()-2)*4,3)

In M2, the formula is :
=OFFSET(database :: $A$1,4+(ROW()-2)*4,0)
in N2, it is:
=OFFSET(database :: $A$1,4+(ROW()-2)*4,1)
In O2, the formula is :
=OFFSET(database :: $A$1,4+(ROW()-2)*4,2)
in P2, it is:
=OFFSET(database :: $A$1,4+(ROW()-2)*4,3)

Select A2…P2 then Fill Down.

In the Pages document, insert the fields
firstName#1 lastName#1 address#1 in the card #1
firstName#2 lastName#2 address#2 in the card #2
firstName#3 lastName#3 address#3 in the card #3
firstName#4 lastName#4 address#4 in the card #4

Then apply the merge feature.

Yvan KOENIG (VALLAURIS, France) lundi 4 avril 2011 18:46:27

Apr 5, 2011 5:09 PM in response to Barry

Sorry to say but this did not work either. I opened a blank page document and attempted to set up mail merge fields in the space where it would print in the proper location on the pre-printed post cards that I created on a blank page document as well. The people on the phone with Apple Support say Mail Merge won't work on a blank pages document in a text box. They are saying it is only designed to work with address book files. I reminded them that one of the options was to select a numbers document to bring data in from and they put me on hold to investigate. They were able to to open an invitation template in pages and the mail merge fields were then available to them with the option of numbers document. Unfortunately I don't want to mail an invitation from a template. I have exhausted much more time than ever should have been spent on this task that should not be this difficult. I have printed my 502 names and addresses and will now retire to my recliner with my feet up and proceed to acquire a wopping case of writer's cramp. I am making an appointment at the Apple Store's Genius Bar and will spend 2 hours round trip to physically take my computer to them so they can see tell me how to do properly input the mailing list data so I can mail merge the info in the future---or at least print mailing labels from the table. I never would have dreamed this could be such a problem as Mac is pretty user friendly in most other ways. Thank you Barry for all your time spent on my behalf. It was greatly appreciated. I really thought your response was going to work.

Apr 6, 2011 3:07 AM in response to busylady

busylady wrote:
Sorry to say but this did not work either. I opened a blank page document and attempted to set up mail merge fields in the space where it would print in the proper location on the pre-printed post cards that I created on a blank page document as well.


Hi bl,

This sounds like you are trying to place all four cards onto the (single) blank page document.

That isn't going to work with mail merge (unless you want to send four copies of the post card to each person). Pages merges from ONE record onto each document. You can have only ONE post card on your single page, and it must be twice as wide and twice as long as the physical post card you will be printing on, so that when you eventually print using a 4 to a page layout, the reduced post cards from Pages will fit the actual size postcards on paper.

Here's a sample page layout for the merge doc. The green rectangle would be removed, as the doc is intended only to label the post cards. This is a full size page, reduced to fit the screen, The rulers are in inches.
User uploaded file
Merged with four records to a New document, then printed using a 4 to a page layout, the result is this. Again this is one full (letter size page).
User uploaded file

The people on the phone with Apple Support say Mail Merge won't work on a blank pages document in a text box. They are saying it is only designed to work with address book files. I reminded them that one of the options was to select a numbers document to bring data in from and they put me on hold to investigate. They were able to to open an invitation template in pages and the mail merge fields were then available to them with the option of numbers document. Unfortunately I don't want to mail an invitation from a template.


In the sample above, the merge fields were inserted into a text box on a single page Pages page layout document. The text box's outline and handles can be seen in the first image. The fields must be inserted using the standard Address Book field names. These are changed (by clicking the field name, then the column name in lists in the Merge dialogue) to match the column headers of the Numbers document when the merge is begun.

I really thought your response was going to work.


I still think it will.

Regards,
Barry

Apr 6, 2011 4:35 PM in response to KOENIG Yvan

KOENIG Yvan wrote:
Hello Barry
Using what I posted we may create four different cards per page !


Yes, it will. It's a significantly different direction from what I've been suggesting, and I'm not sure the OP is ready to go in that direction.

Reflecting further on the problem this morning, I'm thinking a solution producing four cards on the actual merge page (yours, for example) could provide better control of placement of the addresses on each card.

Regards,
Barry

Apr 6, 2011 11:25 PM in response to Barry

Barry wrote:
KOENIG Yvan wrote:
Hello Barry
Using what I posted we may create four different cards per page !


Yes, it will. It's a significantly different direction from what I've been suggesting, and I'm not sure the OP is ready to go in that direction.

Reflecting further on the problem this morning, I'm thinking a solution producing four cards on the actual merge page (yours, for example) could provide better control of placement of the addresses on each card.


In fact, what I described is what is doing the script which I posted several times for labels.
Here we are just trying to print sheet of four labels.

An alternate scheme is to build a template with four pictures, print nbCards/4 sheets
then apply a tip described some days ago (sheet with two columns, text box, replacement of section breaks by paragraph breaks) then print the text labels on the already printed pictures.

Yvan KOENIG (VALLAURIS, France) jeudi 7 avril 2011 08:25:27

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Mail merge to a 4 postcard pages document from numbers mailing list docume

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