This is where the Excel spreadsheet is used. At this point, you need to choose a data source. When you select this option, Word goes into a mail merge mode with the "Letters" format as the main template. Mail merge can be used with any content type that you can set up in Microsoft Word.Ĭlick the "Letters" option. You aren't limited to just these content types. You can use this feature for emails, envelops, labels and directory content. However, from the dropdown you can see the different content types available for a mail merge action. The only difference between each letter will be the name of the customer that will be changed in the greeting.
The "Letters" option lets you create a document with several versions of a letter. For this example, a simple letter will be used to mail merge content. This menu gives you choices on which merge document type that you want to work with. When you click the "Start Mail Merge" button, a dropdown menu is displayed. The column is a "First Name" field where a list of customer first names are stored, You can have thousands of these records stored in an Excel file, but we only store two rows. We set up an Excel spreadsheet that contains one column. We're using Microsoft Excel for this lesson's example, but it will only have two rows to illustrate the mail merge feature.īefore you perform a mail merge, you need to identify your data source. We used 200 as an example, but you can generate thousands of letters and correspondence based on thousands of data points in an external file. Mail merge is usually used to merge a large set of data. You can combine a Word document with data from Access, Excel or your own comma-delimited file. Microsoft Word has a feature where you place template input within a document and use it to pull data to generate several of the same content for multiple different people.
For instance, suppose that you want to send a marketing email to all 200 customers stored in a database. Mail merge is a great tool for creating the same document for several different recipients.
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