Mail merge is a function used in office software to create multiple letters/documents using a template (such as a word document) and a mailing list/database. It is typically used to send out large numbers of the same document to multiple recipients with individual tailor made modifications. Place-holder variables in the document are used to represent the individual data. For example: The <First name> variable will be substituted with a person’s name when the merge is complete. If there are 20 people in the spreadsheet then there will be 20 documents created each with their name in respectively.
The letter is typically a word processing document, and the list is typically a spreadsheet or database. The resultant letters are usually then printed or e-mailed to the recipients respectively.
Below is an example of a word processing template:
Dear <first name>
An event is being held on 24th July. Further instructions are to follow.
Below is an example of two letters dynamically created from the template:
Dear Sarah
An event is being held on 24th July. Further instructions are to follow.
Second example:
Dear Bob
An event is being held on 24th July. Further instructions are to follow.
An example of a contacts spreadsheet might look something like:
First name E-mail
Sarah sarah@someaddress.com
Bob bobsemail@hmail.com
How To:
To perform a mail merge in Microsoft Office 2007 using Word, Excel, and Outlook you need to write your letter in Word, then go to the Mailings tab and Click Start Mail Merge, and select Step by Step Mail Merge Wizard…
A pane to the right of the Word document should now appear titled Mail Merge. Assuming you are sending out E-mails en masse you would select E-mail messages, and then click Next: Starting document.
Then select Use the current document and click Next: Select Recipients. Select Use an existing list and then click Browse…
You are then prompted to select a data source, where we would in this example select an Excel spreadsheet, which contains a list of contacts. Open the spreadsheet and select Sheet1$ if your contacts are on the first sheet. Edit the Mail merge recipients if need be (to remove any contacts) or just select OK. Then click Next: Write your e-mail Messages.
Now you can add variables to your letter that will be substituted for each recipient’s details once the merge is complete. You can add an Address block… a Greeting line… an Electronic postage… or More items…
In accordance with the example above we are going to select More items… and select First name and click Insert, then Close. You should now see the variable <First name> appear on the letter. That is where each person’s name will appear.
Now select Next: Preview your e-mail messages. You can now use the two double arrowed forwards and backwards buttons to view all your letters.
The final step is to click Next: Complete the merge. This will send all your e-mails to the correct recipients. The names inserted correspond to their e-mail addresses as structured in the spreadsheet.
