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![]() In some cases, a word document with a table may work as well, depending on what version of Microsoft Word you are using. However, if you are sending it to multiple people it is helpful to have either an Excel sheet or an Access database file. ![]() If you only have a few people to send your letter to you can enter them manually. To start the mail merging process, you must first click the “Mailings” tab. Your third document will be a Word document with each new letter on a separate page. The file type for the first type of document is usually a word document, while the second file can be a word document with a table for the contact list, an Excel sheet, or a Microsoft Outlook contact list. This is the final product, and one merged document will be created for each client on your mailing list. The last document is the “merged” document, meaning that it is a combination of your first and second documents. This document should contain every client’s name, address, and any other customized content you wish to add such as membership numbers. The second document is your professional mailing list. The first document contains all standard content that will appear in every letter such as logos, return addresses, or anything else that you want to appear in every letter. Mail merging is a three-document process. This is a great low-cost tool that comes in handy for personal use or for small businesses that want to kick their professionalism up a notch, appearing more put together as a company. ![]() The best part about mail merge is that it is already enabled for any Microsoft Word document, it is not an extra “paid for” service such as Infusionsoft or MailChimp. Mail merging is a way to make customized letters, envelopes, “thank you” letters, newsletters, catalogs, inventory, invoices, and other forms of formal written communication in a word document. Taking Your Small Business Up A Notch Using Mail Merging on Microsoft Word
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