Notes
Slide Show
Outline
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Easy MultiValue Mail Merging
2005 Int’l Spectrum Conference
c/o Hyatt Regency Islandia Hotel
1441 Quivira Road
San Diego, CA 92109
  • Thomas Goble
  • Profit Hound, LLC
  • 2089 5th Ave
  • West Linn, OR 97068
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Easy MultiValue Mail Merging
2005 Int’l Spectrum Conference
c/o Hyatt Regency Islandia Hotel
1441 Quivira Road
San Diego, CA 92109
  • Thomas Goble
  • Profit Hound, LLC
  • 2089 5th Ave
  • West Linn, OR 97068
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Overview
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The Program
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The Program
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The Program
  • Demo
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The Program
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The Program
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The Program
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The Program
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The Program
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The Program
    • Option 1
    • *----------------------------------------------------------------------
    • *    CUSTOMER LABEL EXPORT (SHAREWARE)
    • *    Author: Thomas Goble, Profit Hound
    • *    Purpose: builds label info and optionally exports to excel
    • *             tab-delimited format on the user's c:\temp dir
    • *             using Accuterm's file transfer program.
    • *----------------------------------------------------------------------
    • *    CHOOSE THE OUTPUT OPTION BY UNCOMMENTING THE OUTPUT.OPTION YOU WANT
    •      OUTPUT.OPTION = 3
    • *CUSTOMIZE-------------------------------------------------------------
    • *    OUTPUT.OPTION = 1  ;! ACCUTERM FT
    • *    OUTPUT.OPTION = 2  ;! WRITE TO POINTER-FILE
    • *    OUTPUT.OPTION = 3  ;! WRITE TO A FILE OR DIRECTORY NAMED HERE
    •      DESTINATION.FILE='unix:/usr/ftpdata'
    •      POINTER.FILENAME  ='POINTER-FILE'
    •      CUSTOMER.FILENAME ='CUSTOMER'
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The Program
    • Option 2
    • *CUSTOMIZE---------------------------------------------------------------
    • *    PROVIDE THE FOLLOWING INFORMATION IN THE FORMAT FILE;ATTR;VAL
    •      COMPANYNAME.ATTR  ='CUSTOMER;1;1'
    •      CONTACTNAME.ATTR  ='CUSTOMER;141;1'
    •      ADDRESS1.ATTR     ='CUSTOMER;2;1'
    •      ADDRESS2.ATTR     ='CUSTOMER;3;1'
    •      ADDRESS3.ATTR     ='CUSTOMER;4;1'
    •      CITY.ATTR         ='CUSTOMER;5;1'
    •      STATE.ATTR        ='CUSTOMER;5;2'
    •      ZIP.ATTR          ='CUSTOMER;5;3‘
    • Option 3
    • * CUSTOMIZE---------------------------------------------------------------
    • * Insert special formatting here to adjust user input.
    • * This example prefixes '001' and formats r%6 to create leading zeroes
    • * making customer numbers take the format 001nnnnnn.
    •               CKEY='001':INPVAL'R%6'
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The Program
    • Option 4
    • *CUSTOMIZE---------------------------------------------------------------
    • *    This company wanted the commonly-used Customer Number on the labels
    • *    enclosed in brackets.
    • *    Customize as desired here.
    •            COMPANY.ID='[':(KEY[4,6]'R%6'):']'
    • *-----------------------------------------------------------------------
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Overview
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Merging in Word
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Merging in Word
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Merging in Word
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Merging in Word
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Merging in Word
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Merging in Word
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Merging in Word
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Merging in Word
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Merging in Word
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Merging in Word
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Overview
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Special Delimiters
  • TAB
  • 001 S
  • 002 0
  • 003 TAB
  • 004
  • 005
  • 006
  • 007 C’.’
  • 008
  • 009 L
  • 010 1
  • 011
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Special Delimiters
  • CO> SORT CUSTOMER BY NAME NAME TAB ADDRESS1 TAB ADDRESS2 TAB CITY
  •     TAB STATE TAB ZIP ID-SUPP


  • CO> SORT CUSTOMER BY NAME NAME | ADDRESS1 | ADDRESS2 | CITY | STATE | ZIP
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Overview
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Transfer Options
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Add Profit
  • Get lower rates
    • Step 1 - Standardize your addresses.
    • Step 2 - Save money.
  • Use a presort company
    • Step 1 - Standardize your addresses.
    • Step 2 - Pick a company.
    • Step 3 - Save money.
  • Create mailings online
    • Step 1 - Standardize your addresses
    • Step 2 - Design your mailing piece.
    • Step 3 - Upload the piece.
    • Step 4 - Upload addresses derived with the shareware program.
    • Step 5 - Make money.
  • Become an expert at Direct Mail – Go to USPS.com
  • Call me for more ideas on cutting costs.
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About me
  • During over 15 years of managing MultiValue systems I developed a reputation for innovation, solving problems, and maximizing profits.
  • By working strategically with owners and senior managers I became expert in most areas of operations in addition to Information Systems.
  • I currently consults with businesses, to help improve their bottom line through cost savings, process improvements, inventory performance and open-book management.