Here I can select between the different contact folders I have in Outlook and I’m going to select my main contacts folder which is associated with my business email account. To select my Outlook contacts I’ll click “Select from Outlook Contacts”. I’m also going to use the first name field, so I’ll check to see that I have the names of all the people in my contacts. Since I’m going to filter on the company name, I need to make sure that all the contacts have the company field entered correctly. I want to personalize letters to the employees of the company BPG Group that I have in my Outlook Contacts. You can select recipients from a number of different sources, you can use an existing list, like an Excel spreadsheet or an Access database, you can select recipients from your Outlook contacts or you can type them into a new list by hand. The second step is to select starting document, and I’ll leave the default option which is “Use the current document”. In this case, I want to create personalized letters to print out, so I’ll select the first option which is “Letters”. To start using Mail Merge, go to the “MAILINGS” tab and click “Start Mail Merge”, here you can select what type of document you want to create or if you want step by step guidance you can select the “Step-by-Step Mail Merge Wizard”.įirst, you need to decide what the outcome should be of your Mail Merge, letters, e-mail messages, envelopes and so on. I’ve highlighted the fields that will vary in yellow.
LETTERS AND MAILINGS IN WORD 2013 HOW TO
How to Mail Merge to personalize letters in Word So I’m going to add some logic to the letter to assign each participant to the right team. I could just write in the date, hotel and conference room into the letter, but since I want to make this into a reusable template that we can use multiple times, I’ll add some flexibility here so that we can easily change this information next time we use the template.įinally, each of the participants will be assigned to a team, Team number 1 or Team number 2, depending on which department they belong to. The name of the hotel and the conference room where the workshop will be held should also be added to the letter. The date of the letter should be the date before the event. The letter will greet each participant by the first name.
When they arrive, each of the 14 participants will be given this welcoming letter printed out on a piece of paper.
The attendees will be arriving at the hotel the night before the workshop. On Nov 4 th, we’re having a Business Productivity workshop for one of our customers.
You’ll also learn how to add some flexibility to your letter so that you can use the template multiple times. In this video, you will learn how to use “Mail Merge” in Word 2013 to automate the process of personalizing multiple letters.
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