New Feature: Playlist Center! Pick a topic and let our playlists guide the way.

Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Understanding Mail Merge

From: Word 2010: Mail Merge in Depth

Video: Understanding Mail Merge

In mail merge, we take a primary document, for example, a letter like this one, then insert structured data, a table or list from a database, an Excel spreadsheet, or Outlook contacts, to create multiple personalized letters, such as individually addressed documents. In Word, mail merge requires two files. The first file is a Word document that contains the information that will be the same in every letter, and the instructions on where to place the variable data. The second file is a data source, which could be, again, an Excel worksheet, a database, an Outlook address book, or a table that was created in another Word document.

Understanding Mail Merge

In mail merge, we take a primary document, for example, a letter like this one, then insert structured data, a table or list from a database, an Excel spreadsheet, or Outlook contacts, to create multiple personalized letters, such as individually addressed documents. In Word, mail merge requires two files. The first file is a Word document that contains the information that will be the same in every letter, and the instructions on where to place the variable data. The second file is a data source, which could be, again, an Excel worksheet, a database, an Outlook address book, or a table that was created in another Word document.

We'll use the commands on the Mailings tab of the Ribbon to merge these two files together to create the personalized documents. Mail merge isn't just for letters; we can also merge labels, including mailing labels and name tags. By combining Word with Outlook, we can also use mail merge to create customized e-mail messages. Each recipient receives a personalized message that's sent only to them. We can use a type of mail merge called the Directory Merge to create a list, directory or catalog from a database.

Then we can format that document using the powerful formatting features in Word 2010. Whenever you find yourself creating multiple documents from a set of data, there's almost always an opportunity to save time by using Word mail merge.

Show transcript

This video is part of

Image for Word 2010: Mail Merge in Depth
Word 2010: Mail Merge in Depth

23 video lessons · 11337 viewers

Gini Courter
Author

 

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold

Are you sure you want to delete this note?

No

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.