The starting point for your mailing is the Mailings Ribbon. Now that I have a list, I can get on with creating the document and the merge process. A record is all the information held about each individual person in the list. A field in the merge document is a placeholder for text that changes with each record. In your Excel list, you need Headings at the top of each column. You may also need to do some cleaning up of the structure of the data. Perhaps you have inherited one, or it may have been exported from a database. The first step is to set up your data list in Excel. Once you have the list and the document you can go ahead and create the Merged Document.

Word Document – create a document that can be sent to many different peopleĮmail message – when you need to create a standard email that goes to many recipients and each one needs to be personalised or addressed to each individual, then a mail merge is the way to go. What makes up a Mail Merge?Ī mail merge is made up of three elements. In this post I show you how and at the end there is a free guide to download which has even more information than there is space for here. Instead of painstakingly typing every single one, you can use Mail Merge to speed up the process and personalise each item you are sending.

It could be a Christmas card campaign to their clients, or perhaps a newsletter send in the post. As a busy VA you get asked by clients to send things to a whole bunch of people.

Office 2016 mail merge