Mail Merge and Label Generation

Purpose of Mail Merge

• Combines a template document with a data source to generate personalized communication.
• Commonly used for producing letters, labels, and envelopes addressed to multiple recipients.

Main Body of the Message

• The main body of the message is contained in the form document.
• This document includes the standard content that remains the same across the different recipients.

Purpose of the List or Data File

• The List or Data File serves as the source of personalized information, such as names and addresses.
• It enables the automatic insertion of variable data into the form document for individual recipients.

Steps After Opening Microsoft Word

• Navigate to the "Mailings" tab to initiate the Mail Merge process.
• Start the Mail Merge Wizard for guided instructions on setting up the merge.

Steps After Selecting Recipients

• Choose to create a new List or use an existing List or Data File.
• Confirm recipient selection to ensure accuracy before proceeding.

Completing the Table of Recipients

• This step involves editing the data source to include necessary details such as names and contact information.
• Users should ensure all fields are correctly filled out for personalization.

Purpose of Highlighting a Unique Field

• Highlighting a unique field, like "First Name," allows for focused personalization throughout the document.
• It ensures that the Mail Merge can accurately replace placeholders with specific data for each recipient.

Next Steps After Creating a Form Document

• Preview the merged documents to check for accuracy before finalizing.
• After verifying, proceed to complete the merge process to generate individualized documents.