![]() ![]() In this step-by-step guide, I’ll show you how to create a mail merge using a Google Doc template. You can also use the mail merge Google Docs approach. Now usually, you’d use tools like MS Word and Excel to perform a mail merge, but that’s not the only option out there. If you want to learn more about Word, then why not attend one of our Word training courses.A mail merge lets you quickly send a batch of personalized emails to a large email list. Using Mail Merge and Mail Merge Fields will help any user greatly to streamline their workflow, and increase efficiency. This guide has given explanations on mail merge and its tools. Read our guide here on creating columns for a newsletter. Mail Merges are create for customising newsletters. Click the blue Next option again and you can either send the document to Print directly or you can choose edit individual letters which allows you to see all the letters on screen first. It is now time to complete the merge process.If you have excluded someone, to bring them back, click on Edit recipient list in blue (just above the exclude button!) and tick the empty box next to their name.(You may need to click the blue next option again to bring up the Preview section) If you want to exclude someone from the merge there is an exclude button in the right panel.Use the left or right arrows to move through your letters. Click on Preview results on the Mailings ribbon. We can now preview the results so we can see the data appear in our letter.Continue in the same way with the address. Choose ‘Title’ press space then ‘first name’ press space then ‘last name’. Click on Insert merge field in the Mailings ribbon. Click where you want the person’s name to go. Now you can insert the merge fields into the document.Click OK on the next dialog box then click on next at the bottom.įor a couple more tips on word, read our guide on Using the Ruler and Paragraph Marks. Once you have typed in the information into the columns click on OK and save the list with the name ‘letter data’.You could browse for an old list or even select from your contacts in Outlook! We now need to type a list of the people we will be sending this letter to.Click on next shown at the bottom in blue text. In this example we are using the current document. Choose the document you will be working on. ![]() In this example we will say ‘Letters’ click on next shown at the bottom in blue text. This will lead you through the mail merge process. Select the step by step mail merge wizard at the bottom of the list.Click on the Mailings ribbon and Start Mail Merge. We can now start to use the mail merge feature.Create a letter but leave blanks for name and address like this example.This section will help you get started with Mail Merge using a Step-By-Step guide. If you want to learn more about Word and it’s tools, why not view our article on how to convert text into a table. Here’s how it’s simply done: It’s easier to create the document you want to use first but you don’t have to. Only one document is needed and when linked to the data source it creates the required number of documents from the number of records (rows of data) in the data source. Mail Merge is linking together a document with a source of data which could be names and addresses. ![]()
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