Join Gini von Courter for an in-depth discussion in this video Creating a new data source for Mail Merge, part of Word 2016: Mail Merge in Depth.
- If the variable data that you want to use…for your mail merge doesn't already exist…in an electronic format, you can create a new data source…for mail merge right here in the Word 2016.…We're going to go to the Mailings tab,…choose Select Recipients and choose Type a New List.…This opens the New Address List dialogue box.…This is set up to be for the kind of information…that we would normally use for mail merge:…names, company names, addresses, phone numbers and so on.…You can use this scrollbar to the right to see…what all we have here.…If you wish, you can customize these columns:…you can delete columns you don't want to use,…you can add columns that you do wish to use.…
I'm going to enter some basic information about people…but I don't have the title,…so I don't need to have this Title's field at all.…But I do want to have another column to enter request dates…because this is going to be for people…who have requested information in 2016.…So click Customize Columns, I'm going to delete Title.…It says: When you delete 'Title',…
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
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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