Since this tool is so useful, there is no reason that small and medium-sized businesses alike should not be utilizing it.
#MAIL MERGE MICROSOFT WORD 2016 FREE#
However, it is free and simpler to use for emails and letters that only need to be sent one time. Mail merging can do some of the same functions as paid services such as Infusionsoft and MailChimp. The bigger the recipient list, the more mail merging can be helpful. If you are sending the same thing to less than ten people, it would be faster to simply copy and paste the content you want to be repeated in different word documents. It is best utilized for recipient lists of ten or more. If you need to send similar content to more than one person, mail merge can be a useful tool. This gives you three options: you can edit documents individually, print all documents, or email all documents. After you are confident in your work, you can hit “Finish and Merge”. This will have Microsoft Word scan each document in the mail merge to make sure everything is in order. You can also check your document for errors by selecting “Check for Errors” button. After this, all you need to do is double check your work by selecting “Preview Results”. Next, select “Insert Merge Field” and decide which fields you want to show on your document such as first name, last name, address, etc. You can create a custom greeting per client by selecting the “Greeting Line” button.
Then you can create your content like you normally would. If you click “envelopes”, then a screen will pop up asking how you want the envelopes formatted and the size of the envelope.Īfter this hit “add recipients” and select the document containing all the contact information you need. If you click “label”, then a screen will appear allowing you to select the type and size of labels. Next, you may select what type of document you would like to create, whether it be an email, letter, label, envelope, or directory. You can also select Outlook contacts as recipients.Īfter adding your recipients, click “Start a Mail Merge”. In some cases, a word document with a table may work as well, depending on what version of Microsoft Word you are using. However, if you are sending it to multiple people it is helpful to have either an Excel sheet or an Access database file. If you only have a few people to send your letter to you can enter them manually. To start the mail merging process, you must first click the “Mailings” tab.
Your third document will be a Word document with each new letter on a separate page. The file type for the first type of document is usually a word document, while the second file can be a word document with a table for the contact list, an Excel sheet, or a Microsoft Outlook contact list. This is the final product, and one merged document will be created for each client on your mailing list. The last document is the “merged” document, meaning that it is a combination of your first and second documents. This document should contain every client’s name, address, and any other customized content you wish to add such as membership numbers.
#MAIL MERGE MICROSOFT WORD 2016 PROFESSIONAL#
The second document is your professional mailing list. The first document contains all standard content that will appear in every letter such as logos, return addresses, or anything else that you want to appear in every letter. Mail merging is a three-document process. This is a great low-cost tool that comes in handy for personal use or for small businesses that want to kick their professionalism up a notch, appearing more put together as a company. The best part about mail merge is that it is already enabled for any Microsoft Word document, it is not an extra “paid for” service such as Infusionsoft or MailChimp. Mail merging is a way to make customized letters, envelopes, “thank you” letters, newsletters, catalogs, inventory, invoices, and other forms of formal written communication in a word document. Taking Your Small Business Up A Notch Using Mail Merging on Microsoft Word
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