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Performing a mail merge

From: Publisher 2010 Essential Training

Video: Performing a mail merge

So you have created your publication, chosen a list of recipients to merge the publication with, added the fields, done the formatting, previewed the results; everything is ready to go, and it's time to actually perform the merge. Now you may have noticed, as we were creating our hello nametags here and inserting fields, that Mail Merge was selected by default over here in the Start group. That's because this is the type of publication where we would actually want to merge the list of recipients with our nametags and probably send them to the printer to issue the labels to be printed on.

Performing a mail merge

So you have created your publication, chosen a list of recipients to merge the publication with, added the fields, done the formatting, previewed the results; everything is ready to go, and it's time to actually perform the merge. Now you may have noticed, as we were creating our hello nametags here and inserting fields, that Mail Merge was selected by default over here in the Start group. That's because this is the type of publication where we would actually want to merge the list of recipients with our nametags and probably send them to the printer to issue the labels to be printed on.

So Mail Merge is selected by default, and all we need to do to finish the mail merge is come over to the Finish group to click Finish & Merge, and there are a number of options to choose from. We can merge to a printer, so this would go directly to the printer, If your labels are set up and ready to be printed, off they go. We can also merge this into a brand- new publication, so instead of seeing one label, we'd see a whole bunch of labels with all of the names on them. Or we could add this to an existing publication. Maybe you have got form letters going out to each of the recipients and you want to add the labels to that file, so you have both, and print the whole thing at once.

We are going to create a brand-new publication, Merge to New Publication, it only takes a moment, and then you're going to see thumbnails for each of the labels with the names on them. And we can go through them, looking at them. You can see some of them don't have company names, so they don't show up, no problem. And once you have got the merge completed, you could also print. You will notice over here on the right- hand side, Mail Merge has appeared in the Mail Merge pane, and we can go back to the original. We can save this up. You will notice it's not a saved publication. And we could also print it right from here, and of course you could also do that from Backstage view, by clicking the File tab. You might want to go to print these out by clicking Print, and this is what it would look like on an 8.5 x 11, so you probably want to set up your paper, and so on, for the labels that you were going to use to print this out on.

We'll click the File tab to exit Backstage view. So that's all there is to merging the two files together: your list of recipients with your publication and those field names.

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This video is part of

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Publisher 2010 Essential Training

60 video lessons · 13915 viewers

David Rivers
Author

 
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  1. 5m 35s
    1. Welcome
      1m 31s
    2. Exploring the possibilities with Publisher
      3m 14s
    3. Using the exercise files
      50s
  2. 41m 12s
    1. Understanding the interface
      6m 54s
    2. Creating a new publication
      3m 30s
    3. Editing your business information
      4m 40s
    4. Considerations when saving publications
      4m 0s
    5. Adjusting page and print setup options
      4m 48s
    6. Zooming and panning a publication
      4m 45s
    7. Inserting pages and navigating them
      8m 25s
    8. Using Undo and Redo
      4m 10s
  3. 41m 2s
    1. Adding and modifying text in a frame
      5m 30s
    2. Creating bulleted and numbered lists
      6m 57s
    3. Setting line spacing
      2m 29s
    4. Using AutoFit and linked text
      3m 46s
    5. Using fine typography options
      4m 40s
    6. Using Find and Replace
      4m 11s
    7. Using AutoCorrect
      4m 48s
    8. Using proofing tools
      6m 32s
    9. Translating text
      2m 9s
  4. 14m 17s
    1. Using the scratch area
      2m 53s
    2. Drawing and inserting shapes
      6m 2s
    3. Manipulating objects
      2m 49s
    4. Deleting objects and frames
      2m 33s
  5. 22m 4s
    1. Inserting pictures
      1m 52s
    2. Using picture frames
      2m 30s
    3. Adjusting picture appearance
      3m 29s
    4. Manipulating pictures
      4m 48s
    5. Adding captions to pictures
      2m 40s
    6. Inserting clip art
      3m 31s
    7. Using WordArt
      3m 14s
  6. 12m 45s
    1. Changing fill and line attributes
      4m 46s
    2. Layering objects
      2m 22s
    3. Selecting and grouping multiple objects
      2m 30s
    4. Aligning and distributing objects
      3m 7s
  7. 15m 34s
    1. Inserting tables and choosing preset formats
      4m 17s
    2. Changing cell formatting and layout
      3m 46s
    3. Adjusting rows and columns
      3m 18s
    4. Working with text in tables
      4m 13s
  8. 27m 41s
    1. Creating and applying master pages
      4m 49s
    2. Changing the page background
      3m 25s
    3. Using templates
      3m 54s
    4. Saving design changes to a template
      3m 19s
    5. Using the Design Checker
      3m 3s
    6. Using building blocks
      4m 19s
    7. Adding headers, footers, and page numbering
      4m 52s
  9. 13m 20s
    1. Creating a publication for the web
      1m 43s
    2. Inserting hyperlinks
      4m 23s
    3. Inserting bookmarks
      3m 48s
    4. Running web site checks
      3m 26s
  10. 12m 5s
    1. Creating a recipient list
      2m 29s
    2. Inserting merge fields
      3m 5s
    3. Performing a mail merge
      2m 13s
    4. Performing an email merge
      4m 18s
  11. 14m 34s
    1. Previewing and printing your publication
      4m 0s
    2. Setting commercial print options
      3m 3s
    3. Saving your publication for a commercial printer
      2m 35s
    4. Saving your publication for another computer
      2m 6s
    5. Saving your publication to other formats
      2m 50s
  12. 22s
    1. Goodbye
      22s

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