MAIL MERGE – QUICK NOTES

🌟 What is Mail Merge?

👉 Mail Merge = Data + Document = Many Letters

👉 It is a method of taking data from a spreadsheet
and merging it into a document.

✨ Used to create:

• Personalised letters
• Greeting cards
• Invitations

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🧠 MEMORY TRICK

👉 “ONE LETTER → MANY PEOPLE”

Instead of typing again & again ❌
Mail Merge does it automatically ✅

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📄 Two Main Parts

1️⃣ Master Document

👉 Main letter (same for everyone)

2️⃣ Data Source

👉 List of people (like Excel)

Contains:

• Name
• Address
• Mobile Number
• City
• Pin Code

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⚡ Steps of Mail Merge (FLOW)

👉 C → D → M → P

1. Create Main Document
2. Create Data Source
3. Merge Data
4. Print / Send

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🟢 Creating Data Source

1. Go to the Mail Merge pane
2. Click Use an existing list
3. Click Browse
4. Select file → Click Open
5. Choose worksheet → Click OK

💡 Shortcut:
👉 You can also choose “Type a new list.”

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🔵 Merging Data with Document

1. Place the cursor where the details should come
2. Click Insert Merge Field
   (Name, Address, etc.)
3. Add:
   👉 Address Block
   👉 Greeting Line
4. Click Preview Results 👀
   👉 Check letters using arrows ⬅➡
5. Click Finish & Merge ✅

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🖨️ Printing Letters

1. Click Print
2. Choose All
3. Click OK

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🎯 Features (WHY USE IT?)

✔ Saves time ⏳
✔ No repeated typing ✍️
✔ Same document reusable ♻️
✔ Create 100+ letters quickly 🚀

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🧩 KEYWORDS (VERY IMPORTANT)

• Mail Merge → Combine data + document
• Master Document → Main letter
• Data Source → List of people
• Recipient → Person receiving letter
• Merge → Join together

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💡

👉 Mail Merge = Master Document + Data Source → Merged Letters