Mail Merge for Beginners: Mail Merge Essentials, #1
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About this ebook
A mail merge is a great time-saver for when you need to print out a series of personalized letters, envelopes, or mailing labels. This introductory guide to mail merge will walk you through how to use Microsoft Word and an Excel-based list to create a customized letter, envelope, or mailing label.
The guide is written using Office 2013 and assumes a basic understanding of Microsoft Word and Microsoft Excel. If you're not familiar with one or the other, you should probably start with Word for Beginners and/or Excel for Beginners first.
M.L. Humphrey
Hi there Sci Fi fans, my name is Maurice Humphrey.I am a Vermont native, husband, father, grandfather, well over 60, Navy veteran, retired IBM engineer, retired printer repairman, Graduated: Goddard Jr. College, VT Technical College, and Trinity College. Over the years I’ve written technical articles, taught technical classes, and presented at technical conventions.I’ve been reading science fiction for over 50 years now. First books were “Journey to the Centre of the Earth” by Jules Verne and “The Stars Are Ours” by Andre Norton. I’ve read and collected many great stories, and a considerable amount of junk ones as well. I’d say by now that I probably have a good idea of what I consider a good story.
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Mail Merge for Beginners - M.L. Humphrey
Also by M.L. HUMPHREY
Word Essentials
Word for Beginners
Intermediate Word
Mail Merge
Mail Merge for Beginners
Excel Essentials
Excel for Beginners
Intermediate Excel
50 Useful Excel Functions
50 More Excel Functions
PowerPoint Essentials
PowerPoint for Beginners
Intermediate PowerPoint
Budgeting for Beginners
Budgeting for Beginners
Excel for Budgeting
Mail Merge for Beginners
M.L. HUMPHREY
Contents
Introduction
Step 1: Create Your Source File
Step 2: Create Your Letter Template
Step 3: Start Your Mail Merge
Step 4: Link to Your Source File
Step 5: Insert Customized Fields Into the Template
Step 6: Preview Your Mail Merge
Step 7: Fixing Errors or Issues
Step 8: Finalize the Mail Merge
Other Thoughts and Comments
Conclusion
Appendix A: Basic Terminology
About the Author
Copyright
Introduction
This guide is for anyone who wants to learn how to perform a basic mail merge in Microsoft Office. The focus will be on how to merge an Excel-based mailing list into a Word-based template, so you should have a basic familiarity with both Word and Excel before using this guide.
We'll cover how to use a mail merge to create customized letters, envelopes, and mailing labels.
For those of you not familiar with what a mail merge is, it essentially takes a list of information and combines that with a template to create customized letters. If you've ever received one of those notices from your doctor's office reminding you of your annual check-up, you've probably received a letter created via a mail merge.
While you can also create customized email messages or use an Outlook contact list to create a mail merge, we will not address that in this guide. This guide is going to focus on a beginner-level mail merge using Excel and Word. (Mostly because I don't have a beginner's guide to Outlook that I could send you to if