Introduction to Mail Merge

What is Mail Merge?

You've probably heard it mentioned around the office or at an interview (especially for a temp agency). You may have heard it referred to with an almost mystical quality.

So, what is mail merge exactly? Quite simply, it is a way of placing content from a spreadsheet,database, or table into a Microsoft Word document. Mail merge is ideal for creating personalized form letters or labels instead of editing the original letter several times to input different personalized information. As you can imagine, this can save a lot of time as well as worry about not changing all of the information for the new recipient.

In order to create a mail merge, two documents are needed: a Word document and a file with the data or records. This file can take many forms, such as an Excel spreadsheet, a database, or even another Word document that has a table in it. In this tutorial I will be using an Excel spreadsheet.

Objectives

At the end of this tutorial, you should be able to:

  1. Create a new mail merge from a document and a data source using the PC Mail Merge Sidebar Wizard.

  2. Edit an existing merged document using the Mail Merge Toolbar.

  3. Get a taste for creating and editing mail merge on a Mac.

This tutorial assumes a basic proficiency with Word and Excel.

 

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