What are the steps in creating a simple mail merge?

Mail merge is a tool which allows you to create form letters, mailing labels and envelopes by linking a main document to a data source.
1) Open Word and create a new blank document.
1) Click Letters for the document type.
Step 3 – Select Recipients.
Step 4 – Write Your Letter.
Step 5 – Preview Your Letters.

What is step 5 of the Mail Merge process?

Step 5: Preview Your Document: Step 5 is your chance to look over the form letters before you print them or create a file for them. Click the Record buttons to see what your document will look like after the mail- merge is complete.

What do you mean by mail merge explain with steps?

Mail merge is a Microsoft Word feature often used to produce a number of similar documents, including elements from a separate data document (e.g. a database, spreadsheet or Outlook contacts file). The list is combined with standard text, usually to produce a letter or invite to a series of different recipients.

How many steps are in the mail merge Wizard?

The Mail Merge Wizard has just six steps, the first of which is the easiest. It defaults to creating a letter, which is exactly what we want. So, all you need to do is go to the next step. Click the button at the bottom right-hand corner: Next: Starting document.

How do you set up a main document using mail merge?

Start Word and open a new, blank document. Select the “Mailings” tab, point to “Start Mail Merge” and choose the type of document into which you want to merge your list, such as “Letters” or “Envelopes.”. 2. Click on “Select Recipients” in the Mail Merge group and choose the appropriate option.

How do I make a mail merge template?

Creating a Mail Merge Template. To start, go to Settings >> Templates >> Mail Merge Templates and click New. Under Categorization, specify which Associated Entity you want to pull your data from. In our case, we chose Opportunity. Now you must save the template in order to continue. Once you have saved the template,…

How do I perform mail merge?

Using Mail Merge Go to the place in which you want to insert contact information. Click Insert Merge Field. Select a type of information. Add other information where necessary. Click Finish & Merge. Select a merge option. Follow the on-screen instructions.