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MS Word Mail Merge Guide for Managers

Mail merge allows creating mass mailings by combining a form letter template with an external data source like an Excel spreadsheet. The data source provides recipient information that is inserted into placeholders in the letter template. The mail merge wizard guides users through selecting a starting document, choosing recipients from a data file, writing the personalized letter, previewing letters, and completing the merge to output finished letters.

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70 views9 pages

MS Word Mail Merge Guide for Managers

Mail merge allows creating mass mailings by combining a form letter template with an external data source like an Excel spreadsheet. The data source provides recipient information that is inserted into placeholders in the letter template. The mail merge wizard guides users through selecting a starting document, choosing recipients from a data file, writing the personalized letter, previewing letters, and completing the merge to output finished letters.

Uploaded by

a Nani
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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INFORMATION TECHNOLOGY FOR

MANAGERS

MS Word
Mail Merge

Dr.B.H.K 1
Mail Merge
Mail merge consists in combining mail and letters and
pre-addressed envelopes or mailing labels for mass
mailings from a form letter(a letter written from a
template)

Mail Merge is a powerful tool for writing a personalized


letter or E-mail to many people at the same time. It
imports data from another source such as Excel and
then uses that to replace placeholders throughout the
message with the relevant information for each
individual that is being messaged.

Dr.B.H.K 2
Performing a Mail Merge to create your Letters
• On the menu bar, click Mailings.
• On the Mailings ribbon, click Start Mail Merge | Step by Step Mail
Merge Wizard

Dr.B.H.K 3
Performing a Mail Merge: Step 1

• Click Next: Starting document at the


bottom of the Wizard (see Figure)

Dr.B.H.K 4
Performing a Mail Merge: Step 2

• Click Next: Select recipients


bottom of the Wizard (see Figure)

Dr.B.H.K 5
Performing a Mail Merge: Step 3

• The Browse link will open a file dialog;


locate the spreadsheet containing your
mailing list info and open it by clicking Open.

At the bottom of the Wizard,


click Next: Write your letter

Dr.B.H.K 6
Performing a Mail Merge: Step 4
click : More Items

At the bottom of the Wizard,


click Next: Priew your letters Dr.B.H.K 7
Performing a Mail Merge: Step 5
When previewing your letters, the Wizard will allow you to scroll through your
entire mailing list, one row at a time, to see how each recipient’s letter will look

Use the double-arrows to


move back and forth
through your list of
recipients

click Next: Complete


the merge

Dr.B.H.K 8
Performing a Mail Merge: Step 6

Dr.B.H.K 9

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