Mail Merge

What is Mail-Merge

Have you ever wondered how business and organizations send out thousands of letters that are customized personally to you?

The answer is simple, it is a process called Mail-Merge. This process enables you to compose one document/letter and make thousands of different versions of it using you own database of information for a complete customization.

Benefits of Mail-Merge

Letters and documents can be personalized

Data can be reused (saving time and reducing the risk of errors)

Once a document has been merged, thousands of personalized copies can be created.

Steps for Creating a Mail-Merge Using

the Microsoft Wizard

Navigate to the Mailings Tab on the Ribbon

Go to Start Mail Merge Options

Click Step by Step Mail Merge Wizard

The wizard will appear on the right side of the document.

Select the type of document you want.

In the bottom right corner, select the Next option.

Select the document you would like to use.

If you do not have a letter

prepared, choose “Use the

current document”

If you do have a letter

prepared, choose “Start from existing document”

Choose the “Type a new list” feature unless you already have a recipient list.

Key in your recipients' information.

This includes:• Title• First Name• Last Name• Company Name• Address Line 1• Address Line 2• City• State• ZIP Code• Country or

Region• Home Phone• Work Phone• Email Address

Any information that you deem unnecessary may be left blank.

Save the Recipient List

Continue in the wizard. Now, your letter should be typed and you can insert items

into your document.

Do this by clicking the location you want the item on the document

and then using the wizard to insert.

This will appear as your insert items into your document.

Now, you can preview your letters.

Complete the Mail Merge by printing or editing individual letters.