what are the main steps involved in mail merge

^{Mail Merge in 10 Easy Steps}

1. Prepare the List of Recipients. The list of recipients is simply a table of names and addresses. ...
2. Prepare the Letter Document. You can use almost any document in Mail Merge. I have prepared a simple letter with the file name Mail_Merge_Letter.docx.
3. Start the Mail Merge. In Microsoft Word, if you want to start a Mail Merge, you will of course go to the Mailings tab. ...
4. Choose the Document Type. The Mail Merge Wizard has just six steps, the first of which is the easiest. ...
5. Choose the Document. We already have our document open, so all we need to do is click Next: Select recipients. (I told you it was easy!)
Choose a Recipient List. Now we choose the second ingredient in our Mail Merge recipe, the list of recipients. ...
Write the Letter. Well, our letter is pretty much already written. But we do need to add two things: the inside address, and the salutation or greeting line.
Preview the Letters. Prepare to be amazed: In this step, the merge fields have been replaced with actual data. ...
Perform the Mail Merge. Before we do the actual merge, it’s a good idea to save our work: Press Ctrl + S. ...
Celebrate! Well, it turned out to be even easier than I thought. Really only nine steps! ...

Full Answer

What are the steps in creating a simple mail merge?

What are the steps in creating a simple mail merge? Create main document; create data source; insert place holders; preview. What tells Microsoft Word exactly where to place the information coming from the data file to the main document?

What are the steps in the mail merge process?

What are the main steps involved in mail merge?

• Select the document type.
• Start the document.
• Select recipients.
• Write your letter.
• Preview your letters.
• Complete the merge.

How can I manually perform a mail merge?

• Click Start from a template.
• Click Select template.
• On the Mail Merge tab, select the template that you want in the Select Template dialog box, and then click OK.

How to complete a mail merge?

Step 4: Select the Recipients

• In the Mail Merge Recipients dialog box, select the recipients that you want to include. ...
• Click OK to return to the Mail Merge Wizard. Word uses the recipients that you designated for the merge.
• Click Next: Write your letter.

What is mail merge in Word?

The Mail Merge feature of Microsoft Word is a great way to produce a large number of personalized letters or labels in a short amount of time. The process can seem daunting to a beginner, but if you break it down into a series of steps, is very easy to manage. The Mail Merge process basically involves taking two files and merging them together.

What does it mean when a letter is separated by a page break?

This means that each of the individual letters are actually sections of the document.

How many rows of headers in a list of recipients?

The list of recipients is simply a table of names and addresses. There must be only one row of column headers at the top of the table, and each column headers should be unique. It will save some time later if you use a few standard labels in the column headers, such as, Last Name, Street, City, etc.

How to create an email merge in Outlook?

To create an Outlook mail merge, you’ll need to use Microsoft Word, Excel, and Outlook. Starting in Word, choose the Mailings menu, then Start Email Merge, and then Email Messages. When your message is ready, click Select Recipients to link to the Excel spreadsheet with your data.

How to send a mail merge from a shared mailbox?

If you want to send a mail merge from a shared mailbox (such as from an email address named for a department, company, or event instead of a person), you can arrange it in Outlook. Start by finding the “Other User’s Folder” and open it to navigate to the shared mailbox. Associate that mailbox with the spreadsheet that contains your recipients’ data and prepare the mail merge as usual. Note that the From line will list you as the sender acting for the shared mailbox name – for example, Sarah Bijan on behalf of Cleveland’s Art for Kids Festival.

How to mail merge labels in Word?

If you know how to do a letter or email mail merge in Word, labels are very easy. Under the Mailings tab in Word, click on the Start Mail Merge selection and then the Step-by-Step Mail Merge Wizard. Choose Label as your document type, and under Label Options, select the manufacturer and style number of your label (such as Avery 5160, etc.). From there, follow the wizard’s prompts. You may also want to view Microsoft’s brief and helpful video tutorial.

What is mail merge field?

A mail merge field draws the personalization information from your spreadsheet. To make this work, it’s very important that the name of the mail merge field exactly matches the name of the column header from your spreadsheet. A spreadsheet that has all your contact details will be your data file.

What is bulk email?

When you create a bulk email campaign in Word and Excel, the same spreadsheet (data file) you used for your bulk emailing can be used to set up companion pieces, such as newsletters, envelopes , mailing labels, and other documents that need customization.

Can you include attachments in a mail merge?

When you’re using Word, you do not have the option to include an attachment with a standard mail merge message, but if you use the Mail Merge Toolkit add-in for Microsoft Office, you can. However, if you’re after a better solution, use a purpose-built mail merge platform like GMass that not only lets you include an attachment but even allows you to choose different attachments for each recipient. Read more about How to Send a Mass Email with Personalized Attachments.

Is GMass only for email marketers?

Its advanced mail merge features have made it a popular tool that’s used by employees from LinkedIn, Uber, Google, and Twitter. However, GMass isn’t built only for email marketers. It can also be used by individuals and groups like clubs, schools, churches, and other institutions to send email to a target audience.

What is mail merging?

Mail merging means to plug data from an address table into form letters, e-mail messages, envelopes, address labels, or a directory (a list or catalog, for example).

What is step 5 in a document?

In step 5, you get a chance to see what your form letters, e-mail messages, envelopes, labels, or directory will look like after they are printed or sent . In this step, you find out what the document will look like when real data is plugged into it.

What is a starting document in Word?

What Word calls the “starting document” is the document in which the merging takes place. In other words, the address or other data you retrieve will land in the document you choose or create now.

Can you merge a table with Word?

If you haven’t yet created a table or database table with the information you want to merge, you can create a data source with Word’s help. When you are done, you will have created a Microsoft Access database.