From the Mailings tab select Preview Results.Make sure you do not accidentally delete any spaces between words when inserting the merge fields.Repeat this process for any other pieces of personalised information you wish to include.Use the mouse to click on any of the field codes and you will see they are highlighted in grey indicating they are a special field code, not just plain text. It is important to note you cannot simply type in >. The field code is inserted into the email message.Select the first field you wish to include e.g.You will see a list of the fields available from your recipient list.From the Mailings tab click the lower part of the Insert Merge Field button, a drop-down menu will appear:.Place your cursor in the email message in the location you wish to include some personalised information, in my example, I want to insert the individuals first name at the start of the email message.Now that you have your email message and recipient list organised, you are left with the final steps of completing your email mail merge. You will now see that many of the remaining buttons on the Mailings ribbon area have now activated allowing you to use the features.If you wish to save it in a different location, navigate to the new location and then give the file a name.By default, the Address List is saved as a Microsoft Office Address List (*.mdb) and is saved to your computers My Data Sources folder.You will now see the Save Address List dialog box appear:.Now we need to save the recipient list, click OK.Begin entering the data, use the TAB key on the keyboard to move through each column and enter in 3 or 4 sample records for this exercise.You will now only see the columns for the fields you have specified.I have now customised my field list to include only the information I wish to work with.If you wish to rename any existing fields, use the Rename button.Any fields you wish to add, click the Add button.Any fields you do not wish to include, select the field and click the Delete button.The Customize Address List window will appear:.You can customise the information you wish to include in your mail merge You will be provided with a default set of columns with options for Title, First Name, Last Name, Company Name etc available. The New Address List window will appear:.From the Mailings tab, click the Select Recipients button.If you do not have a recipient list then you can create one from scratch during the Mail Merge wizard, or, create one in a basic Excel workbook.įor this exercise, I will show you how to create a simple recipient list using the Mail Merge feature. Microsoft Word can use any of these recipient list file types. The recipient list may be in your Outlook contacts, in a database file, or saved in an Excel workbook. If you need to send bulk email messages to a list of recipients, you would usually have that list stored or saved somewhere. From the example below, you can see I have included two unique pieces of information: Name and CompanyName.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |