It includes some information about your brand, and a discount code for their first order. Put simply, mail merging allows you to use an existing spreadsheet (or other easily parsed database) to customize individual emails based on a preexisting template.įor example, let’s say you’re designing a welcome email to send to your newest customers. Mail merging in Gmail is a strategy used to make cold emailing and email marketing simpler and more effective. The Pros and Cons of Mail Merging in Gmail.Regardless, both produce the same results.įor more tips and tricks for using Microsoft Office, browse our complete archive of Office articles. Word 2016 for Mac is ironically reminiscent of Word 97 for Windows. Users of Word 2016 for Windows will notice there are slight differences between both versions. You can then review your documents or print them. Save the form letter, select the Mailings tab, then click Finish & Merge button, then click Edit Individual Documents.
Repeat the steps to populate your document with the appropriate merge fields. Select the Mailings tab, then click Insert Merge Field, then choose your merge field. Now comes the easy part, inserting your merge fields. Insert Merge Fields and Finish Merging Document Note, to add or remove a record, click the plus or minus sign in the lower-left corner of the window. Populate the fields with the names and addresses of each recipient when complete, click OK. Give the data source a name, then click Save. You can organize each field using the up and down arrow. After clearing each field, proceed to enter your own. Select each field, then click the minus button to remove it.
To be safe, I would remove all of them and use your own to avoid any confusion. As you can see, the List Fields are already populated with names you could use. The data source window will appear on the screen. Launch Microsoft Word, then select the Mailings tab > Select Recipients > Create a New List. The sample letter below contains a list of fields I will include in each document. Another important part of creating a mail merge document is the Form, which includes information delivered to the recipient. A field name contains information such as the name, address, and salutation. Let’s begin by gathering information for each recipient called the Field Name. Word uses information stored in the data source to combine then generate documents for each. Setting up a document for mail merge is a two-part process, which includes the main document and the data source consisting of the names and addresses of the individuals for each document. Mail merge is not just for documents you can use it for brochures, newsletters, or materials for mass mailings. Using the Mail Merge Feature in Microsoft Word 2016 for Mac
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