In the salutation part you can write “ >”, in the address part you can write “ >” etc. Write your letter: You have to write the main content of your letter here. Then click on “ Next” present in the bottom of the task pane.Īfter clicking on Create, dialog box to Create New Address List will be opened:Īfter clicking “ OK”, save this list at a location on your Computer. Save this list at a location in your system. “Type a new list” and create a list of receivers with their names, address, company name etc. In this example, we choose third option i.e. There are three options for moving forward in this step: Select recipients: The next step is to create the file that contains the recipients’ names and addresses (the Data Source) so that Word can attach it to the letter. “Use the current document” and click on “ Next” present in the bottom of the task pane. Start from existing document: Open an existing document that already contains the pre-typed text.įor example, here we choose the first option i.e.Start from a template: Use this option if you already have a letter template that you want to use.Use the current document: This is the blank document already on screen.Select Starting document: In the second step, you have to select any one option out of three: Then click on “ Next” present in the bottom of the task pane. Select Document type: You have to select the type of document which you want to create like letters, envelopes, labels etc. A task pane will get opened on the right side of the document which contains six steps to complete the mail merge procedure. Select “ Step by Step Mail Merge Wizard” from the drop down menu.Ĥ. Select “ Start Mail Merge” button present in the “ Start Mail Merge” group and a drop down menu will appear.ģ. Select “ Mailings” tab from the ribbon in MS-Word.Ģ. Let us understand the steps of mail merge along with pictures:ġ. So, it saves your time and efforts by simplifying the task of mass mailings. There is no need to prepare individual letters or documents for many people.It helps in automating the process of sending bulk e-mail messages to customers or subscribers.For example, address block and greeting line is changed according to the recipient in the same letter. Mail merge allows you to create a large number of documents (letters, envelopes, labels etc) that are customized for each recipient.For example, the names and addresses of the recipients (receivers) of a letter etc. Data Source – It is a database or spreadsheet file that contains the information to be merged into a document.Mail merge process fetches the recipients’ data from the data source and replaces in the template letter until letters for all recipients have been created. It is actually the template of letter in which the recipients’ information is kept empty. The Main Document – contains the main data (letters, envelopes, labels etc) that is same for each version of the merged document.The mail merge process involves the following components: What are the components included in Mail Merge?