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Prepared by: learnloophq@gmail.com
Last edited 10 days ago by Learn LoopHQ.

Chapter: 04. Word Processor Mail Merge

The three main components of Mail Merge are the Main Document, Data Source, and Merged Document. The Main Document holds the standard text and graphics that are common to all recipients, acting as the template. The Data Source is a separate file containing all the variable, unique information about each recipient, such as their names and addresses. Finally, the Merged Document is the resulting file created by combining the Main Document with the Data Source, producing individualized copies of the letter or document for each person.
Mail Merge is a feature in word processors that allows users to create personalized documents, such as letters or labels, for multiple recipients. It works by combining a single main document with a separate data source containing unique information for each person. This feature is highly useful because it saves significant time and effort by eliminating the need to manually type individual details for each document, while also ensuring consistency in format across all generated materials.
After setting up the merge fields, you can verify how the personalized documents will look by clicking the “Preview Results” command found in the Mailings tab, which replaces the field tags with actual data. To finalize the process, you then click the “Finish & Merge” command. From the drop-down list, you can either select “Print Documents” to directly send all the personalized letters to a printer, or choose “Edit Individual Documents” to create a new Word file containing all the merged letters, allowing for last-minute, specific edits before printing.
The initial steps involve first typing the common content of the letter or invitation in Word, making sure not to include any personalized recipient details at this stage. Next, you navigate to the Mailings tab on the Word ribbon, click the “Start Mail Merge” command, and then select the “Letters” option to indicate the document type. Following this, you proceed to the “Select Recipients” command and choose “Type a New List” to create and enter all the necessary contact details for each recipient, before saving this newly created data source.
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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
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