Using mail merge in Microsoft Word: 5 essential steps [PDF]

Feb 21, 2017 - Eliminate the hassle of organisation by using mail merge in Microsoft Word with just 5 steps. Read on to

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Using mail merge in Microsoft Word: 5 essential steps

(https://mocdstudio.com/wp-content/uploads/2017/01/mail-merge-1024x1024.jpg) Save yourself a lot of time while still endearing your corporation to your customers all in one go! Sounds too good to be true, doesn’t it? But the truth is that this is easily accomplishable- add productivity to your email marketing strategy by making use of Microsoft Word (https://mocdstudio.com/microsoft-word-online/) and this nifty little feature known as Mail Merge to create personalised emails to your customer base. Here’s how you can use Mail merge in Microsoft Word with just 5 steps: Preparation You will need to get ready three types of documents in order to use mail merge with Microsoft Word- your main document (containing the message for your emails, text, and logo graphics), your mailing list ( the names and email addresses of your customers), and your merged document ( a combination of your main document and mailing list). Start with the main document by typing what you want addressed in your email messages that you want sent with Microsoft Word. Once you have finished doing so, you can get started by locating the Mailings tab in your Microsoft Word software program and choose the Start Mail Merge group. You will then be able to select start mail merge and locate the email message option. Ready Mailing list Let it be known that you will require MAPI-compatible email programs installed in order to send these emails. For example, Gmail and Outlook are two good options. If you are using Outlook however, make sure it’s compatible with your Microsoft Word version. Your mailing list should be where your customer list is- it could be an outlook contact directory, Excel spreadsheet lists, office address list and others as long as Microsoft Word can pull information records from the list to build the email messages. Link Mailing list to Main document Check your documents and make sure that your mailing list has a column specifically for email addresses- no customer should be without an email address. Locate your Mailings tab and choose the start mail merge group. You will be able to choose the Select recipients choice and select options that are available there. Choose Use existing list and look for your Mailing list so you can open them. Choose the file option and save as- type in a file name to save. If you need to remove some email recipients, you can choose the names of the people you want to send the email message to by selecting the checkboxes next to the rows. Personalised content You can now take the time to personalise your content to your customer base. Under the Mailings tab, locate the Write and Insert Fields category. Choose the Address block and select insert Address block merge fields so that you will open up a dialog box where you can choose formats and further options. Once done, choose ok so that the merge field will be inserted. You can also choose greeting lines and insert other fields, save when you are done. When you no longer have any changes, choose the match fields option. You will then have to verify your record fields that will appear on your list match. Finish After you have finished adding the merge fields with your main messages, preview the merge results. Choose the preview results option and select next. Make sure everything looks fine. If you are satisfied, choose to finish and merge so that they will be done. You can now choose to send the email messages.

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