#Mail merge word mac software
#Mail merge word mac mac

Microsoft Word has a feature where you place template input within a document and use it to pull data to generate several of the same content for multiple different people.ДЇor instance, suppose that you want to send a marketing email to all 200 customers stored in a database. You can combine a Word document with data from Access, Excel or your own comma-delimited file. Mail merge is usually used to merge a large set of data. We used 200 as an example, but you can generate thousands of letters and correspondence based on thousands of data points in an external file. We're using Microsoft Excel for this lesson's example, but it will only have two rows to illustrate the mail merge feature.Д«efore you perform a mail merge, you need to identify your data source. We set up an Excel spreadsheet that contains one column. The column is a 'First Name' field where a list of customer first names are stored, You can have thousands of these records stored in an Excel file, but we only store two rows. When you click the 'Start Mail Merge' button, a dropdown menu is displayed. This menu gives you choices on which merge document type that you want to work with. For this example, a simple letter will be used to mail merge content. The 'Letters' option lets you create a document with several versions of a letter. The only difference between each letter will be the name of the customer that will be changed in the greeting. However, from the dropdown you can see the different content types available for a mail merge action. You can use this feature for emails, envelops, labels and directory content.

You aren't limited to just these content types. Mail merge can be used with any content type that you can set up in Microsoft Word.Д¬lick the 'Letters' option. When you select this option, Word goes into a mail merge mode with the 'Letters' format as the main template. At this point, you need to choose a data source. This is where the Excel spreadsheet is used. The next step is to select the recipients for your mail merge action. The next step in a mail merge operation is the select recipients. These recipients are exactly what was saved in the Microsoft Excel spreadsheet created earlier. Remember that you can use several data sources for a mail merge.

#Mail merge word mac software

Using Microsoft software is the best solution, but if you need to use a data source from another application, it's usually best to export data to a comma-delimited file (CSV).

#Mail merge word mac mac

#CREATE A MAIL MERGE IN WORD MAC SOFTWARE# For instance, if you have a list of recipients in a MySQL database, you could export this data to a CSV file and then use it to import recipients in Microsoft Word.Д¬lick the 'Select Recipients' button to see a list of dropdown options: These files are a universal way to transfer data across different platforms. When you select the Microsoft Excel spreadsheet that we created early, a configuration window opens after detecting that the data source is a spreadsheet. Because spreadsheets have a 'sheet' as the main table within the document, Microsoft Word asks the main table. We only created a simple spreadsheet with one sheet, so choosing the first worksheet named 'Sheet1$' is the only option. If you have several sheets that contain your data, you need to choose the sheet within the Excel spreadsheet that you want to use as your data source.

The next step is to edit the recipient list.

#CREATE A MAIL MERGE IN WORD MAC SOFTWARE#.