The Mail Merge feature in Microsoft Word and Excel simplify the process of sending the same document, but with personalized changes, to several recipients. The term merge comes from the fact that one document (a letter, for example) is merged with a data source document, such as a spreadsheet. In Microsoft Word for Mac OS X, you can perform a mail merge or data merge with the Data Merge Manager.These instructions assume that you do not have a pre-existing source document where your data are stored. By With Office 2011 for Mac, your guide to mail merging in Word is Mail Merge Manager. You can invoke Mail Merge Manager by choosing Tools→Mail Merge Manager from the menu bar. It’s designed to be used starting at the top in Step 1, and you work your way down to Step 6. The steps in the Mail Merge Manager are as follows: • Select a Document Type. Choose from four types of mail merge: * Form Letters: Customize a letter with personal information or data. * Labels: Make mailing labels, tent cards, book labels, and DVD labels. * Envelopes: Print envelopes of any size. * Catalog: Choose this option to build custom, personalized catalogs, brochures, and price sheets. For example, you could pull pictures from a database to create individualized custom catalogs based on customer purchases, category, or some other criteria. • Select Recipients List. Choose a data source for the mail merge. • Insert Placeholders. Choose the field names (for example, column names, headers, and column headers) and position them in your document. • Filter Recipients. Set rules as to which records will be retrieved from the data source. • Preview Results. See exactly how your document looks with data before running the mail merge. • Complete Merge. Run the merge. You can merge to a printer, a single Word document, personalized Word documents, or e-mail messages. The mail merge feature in Microsoft Word can make tedious, time-consuming tasks—such as creating invitations in bulk—more manageable. You can create multiple documents at once that are largely identical, and save personalized sections. ![]() In this course, discover how to use this popular feature to quickly build customized documents. Gini von Courter takes a deep dive into mail merge, showing how to efficiently create personalized letters, envelopes, labels, and even email messages. She explains how to connect to data sources in Excel, create new data sources, and add attachments to merged email messages. Plus, she covers how to troubleshoot mail merge issues, use rules like IfThenElse for advanced mail merges, and more. Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click. The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc. Instructor •. Gini von Courter has taught computer classes on Microsoft Office for 20+ years and has authored 30+ books. Gini has been providing computer classes and seminars on Microsoft Office and related products for more than 20 years at public and private companies, state and federal agencies, educational institutions, and not-for-profit organizations, and has consulted and trained on the use of Microsoft SharePoint since the first SharePoint product was launched in 2001. A founder and managing partner of TRIAD Consulting, Gini is also the author of 29 books, including Beginning SharePoint with Excel, and a number of lynda.com movies on SharePoint, SharePoint Designer, InfoPath, and other software titles. Gini's passion is helping clients use SharePoint and Microsoft Office applications to create solutions that increase efficiency and collaboration while improving the quality of people's work lives. She is a graduate of the University of Michigan with an M.B.A. From Oakland University. You can find her on Twitter. By: David Rivers course • 5h 7m 36s • 3,663 viewers • Course Transcript - [Instructor] Mail merge requires two files. The first is what is called a primary document, in this case a letter, it will always be created in Word. In this example, we're then going to merge this letter, that contains both static information and placeholders for dynamic information, with a datasource. This could be FileMaker Pro data, data in a text file, data in a table. In this case, it's data that comes to us from a table in Microsoft Excel. And when we combine or merge these two things together, these two different types of files, what we'll get is a document that contains individualized letters for each of the people who's data we use in the mail merge. We start with one letter and we get a series of personalized letters.
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