Mail Merging

 What is Mail Merge; How and Why is it Used?

A mail merge is an automated process of creating personalized mass emails by using data from a spreadsheet or database file.
 
Creating a mail merge is helpful in many ways to increase efficiency and decrease work. When typing a document to many others, it will reduce work time by inserting a customized greeting and inside address from your contact data.
 
It requires two components:
1) A template of a letter or an email with specific placeholders in the body.
2) A spreadsheet with a set of data that should replace placeholders for each individual recipient.

 

STEP 1

Begin by creating your document, leaving the address and greeting fields blank and no placeholders,

 

 

STEP 2-3

Type your recipient list by clicking on the mail merge tab and type a new list (unless you have a saved data table then choose existing list.

 

STEP 4

Save your address list to a file.

 

 

STEP 5-6

Now adjust your greeting to have a placeholder for the address and click MAILINGS; “address block”.

Next, make a placeholder for the greeting and select “greeting line”.

 

 

STEP 7

Preview results by clicking in MAILINGS preview results.

Next click FINISH AND MERGE once everything is correct in the preview.