Join Gini von Courter for an in-depth discussion in this video Choosing a data source, part of Mail Merge in Depth with Word 2016.
- [Voiceover] Word Mail Merge uses two files.…A primary document like the Merge Brochure Letter…that's open on the screen, and that's created in Word.…The second file is a data source, which is structured,…variable data that will be merged into fields…that we will place in the areas that we had highlighted…in our primary document.…With Word Mail Merge, we can choose data…from a wide range of data sources.…There are three different approaches listed…in the Start Mail Merge section under Select Recipients.…
I tend to think of these in the reverse order of usefulness.…At the top of the list is Type a New List,…followed by Use an Existing List and then…Choose from Outlook Contacts.…Let's take a look at these three different types…of data sources for our Mail Merge.…Before we do so, let me say that in my opinion…it is always better to use some type…of an existing data source.…You're only going to create a new list…if there's nothing like the list that you want…on your network or in your cloud already,…because whenever you need to sit and type a new list,…
AuthorGini von Courter
- Choosing a data source
- Creating a new data source
- Using Mail Merge with Outlook contacts
- Mail merging data from an Excel spreadsheet
- Inserting address blocks, greetings, and other fields
- Matching fields from a data source
- Formatting numeric data and dates
- Creating personalized email messages
- Attaching Word documents to merged emails
- Creating envelopes, labels, and directories
- Using rules for customized merges: FILLIN, ASK, and IF…THEN…ELSE
Skill Level Intermediate
Forms in Depth with Word 2016with Gini von Courter1h 30m Intermediate
Office 365: Word Essential Trainingwith David Rivers5h 41m Beginner
1. Creating Personalized Letters
2. Using Email Merge
3. Creating Envelopes, Labels, and Directories
4. Using Rules and Other Advanced Features
Next steps1m 17s
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