How to do a Mail Merge with Office 2016
Using mail merge, you can create:
- Labels or Envelopes : The return address is the same on all the labels or envelopes, but the destination address is unique on each one.
- Letters, e-mail, or faxes (Anyone Still using”em?) : The basic content is the same in all the letters, messages, or faxes, but each contains information that is specific to the individual recipient, such as name, address, or some other piece of personal data.
- Coupons : The coupons are same, exception being a unique number.
In order to start using Mail Merge, Do the following:
- Start word. Open a blank document and keep it open in order to get into the next step.
- Click on the Mailings, (Tools Menu for older versions of Office like 2003) then click onto the “Start Mail Merge” menu. See screenshot below:
- Complete the Document : The document will contain the standard email template meant for all the recipients. — for example, the return address in a form letter or your email signature with your contact information.
- Connect the created document to a data source : Typically a data source is a file that contains the list of information to be used for the merged document. For example, First & Last names and E-Mail addresses of the recipients. You can also optionally use Outlook Contacts
You can Optionally Refine the list of recipients or items:
You can Add placeholders, called mail merge fields, to the document: When you perform the mail merge, the mail merge fields are filled with information from your data file.
Final Step: Preview the merge