Mail Merge

• There are three documents involved in the mail merge process:

  Your main document

  Your data source

  Your merged document
• The most important step in the mail merge process is to set up and prepare your data.
• You will use your Excel spreadsheet as the data source for the recipient list and a word document to complete the process of merging data.
• Column names in your spreadsheet should match the field names you

  want to insert in your mail merge.
• All data to be merged is present in the first sheet of your spreadsheet.
• Mail merge is used to create multiple documents at once.
• Only specific sections of each document varies and personalized.
• The Word document can create with mail merge include bulk labels, letters, envelopes, and emails.
• Step 1: Prepare data to be used for mail merge

  Step 2: Start the Mail Merge

  Step 3. Insert a Merge Field

  Step 4. Preview and Finish the Mail Merge