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How to Create a Mail Merge

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Added on  2023-03-22

About This Document

This presentation provides a step-by-step guide on how to create a mail merge. It covers the process of preparing data, starting the mail merge, inserting merge fields, previewing and finishing the merge, and saving the mail merge for future use.

How to Create a Mail Merge

   Added on 2023-03-22

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How I created a Mail
merge?
How to Create a Mail Merge_1
Introduction
Mail merge is usually used in making
multiple documents at once. This present report
is based on mail merge and it will explain the
whole process of mail merge.
How to Create a Mail Merge_2
Process of Mail Merge
Step 1: Prepare Data
The first process of making data for that I need to set
up the data, for that I need to use excel-sheet as the data source
for the recipient list. Besides this, there are some tips through
ich I will prepare data for mail merge (Baude and et.al, 2015).
First, I will need to make columns for different names. They
should match with field names.
I need to make all data merged in the first sheet of my
spreadsheet.
I need to do proper formatting of all currencies and postal
codes, so that Word can easily assess their values.
How to Create a Mail Merge_3
To be continued..
Step 2: Start the mail merge
In Word, I need to choose File>New>Blank document.
Then I need to select mailing tab in the start mail group.
Afterwards, choose merge option to run the function
(Heidenreich and et.al, 2015).
Then I need to select Recipients>use an Existing List
How to Create a Mail Merge_4

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