Join Gini von Courter for an in-depth discussion in this video Using Mail Merge with Outlook contacts, part of Mail Merge in Depth with Word 2016.
- [Voiceover] Of the millions of mail merges…completed in Microsoft Word every day,…the vast majority are using name…or name and address information…or name and email information.…Information about people.…The kind of data that Outlook users store…in Microsoft Outlook.…Let's see how easy it to to use Outlook contacts…as a data source for a mail merge.…Here's our letter.…We will be selecting name and address information…to use in the address block…and in body will be the letter and in the greeting…in the areas that we'd previous highlighted because…we're going to replace this text,…Lilah Douglas, 169 Lillian Street,…Villa Grove, Colorado…with an address block and we're going to be…replacing this area with a greeting line.…
We will be replacing this name…with a first name field.…All of this static text that should change…will be replaced with placeholders.…If I wanted to choose Microsoft Outlook contacts…as the data source, I simply go to…Select Recipients, Choose from Outlook contacts.…If Outlook is running, this next process is pretty quick…
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 44m 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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