WEBVTT
Kind: captions
Language: en

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Mail Merge is a great time-saver if you need
to create multiple documents that are the

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same, but unique in some way - like name tags
for an event, or envelopes printed with each

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person's name and address.

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The document I have here is a letter offering
customers a discount on their next order.

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I want to personalize it by addressing each
copy of the letter to the customer, using

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information I have stored in a spreadsheet.

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To begin, go to Mailings, then Start Mail
Merge.

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The Step by Step Mail Merge Wizard will walk
you through the process one step at a time,

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using this window on the right.

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The type of document I'm working on is indeed
a letter, so I'm going to click Next.

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I also plan to stick with my current document
instead of using something else, like a template.

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Now I need an address list, so Word can create
a copy of the letter for each customer.

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To start from scratch, you can "Type a new
list," then click Create to enter your recipients

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individually.

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Alternatively, if you do have a list (like
an Excel workbook in my case), choose "Use

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an existing list," then Browse to find it.

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Now click Open and select the worksheet that
contains the list - I know mine is in Sheet

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1.

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In this window, you can check or uncheck all
or individual recipients to decide who's included

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in the mailing.

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I would like to include everybody, so I'm
going to go ahead and click OK, and now it

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shows that workbook as my recipient list.

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Now it's time to write my letter.

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You can add something unique for each recipient,
including their address, a personal greeting,

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custom postage (which requires special software),
and more.

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I'd like to add an address block first.

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Just place your cursor where you want it to
go, then click the item.

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Here's a preview of what it's going to look
like, and a couple different formats to choose

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from for the recipient's name.

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Click OK, and a placeholder will appear in
your document, where the address will go later.

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The other thing I'd like to add is a greeting.

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Again, you have a preview here, and the ability
to change some of the formatting.

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Let's move onto the next step: previewing
the finished product.

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I just want to make sure the information from
my list appears the way it should.

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You can take a look at each recipient's copy
by clicking the arrows here.

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Everything looks great, so let's complete
the merge.

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If you click the Print command, Mail Merge
will ask which pages you want to print before

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sending you to the final step.

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I want to print every document in my recipient
list, so I'm going to keep All.

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Now all you have to is adjust the settings
if you need to, then click OK.

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Knowing how to use Mail Merge is a must for
creating multiple letters, labels, envelopes,

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and more.

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The possibilities - and the time and energy
you'll save - are almost limitless.

