Mail merge is a software function which allows a word processing program to input personalized or unique information in a templated document. The word processing program is commanded to take information and data from a separate document (usually a database or a spreadsheet).

There are six steps in the mail merge wizard:

1. Select the document type.
2. Start the document.
3. Select recipients.
4. Write your letter.
5. Preview your letters.
6. Complete the merge.

Merge Different Versions of a Single Document

1. Go to the Review tab.
2. Select Compare.
3. In the drop-down menu, select Combine or Combine Documents.
4. In the Combine Documents dialog box, select the main document.
5. Choose the document to merge with the main document.
6. Select the More button in Windows or the down arrow in macOS.

The mail merging process generally requires the following steps:

1. Creating a Main Document and the Template.
2. Creating a Data Source.
3. Defining the Merge Fields in the main document.
4. Merging the Data with the main document.
5. Saving/Exporting.

Steps to Create a Mail Merge: 1. Open a Word document (A letter or Memo you want to merge) 2. Select the Mailing Tab on the ribbon. and click the Start Mail Merge button. 3. Click Step by Step Mail Merge Wizard from the drop-down menu. This action will display The Mail Merge Task Pane on the right.

Mail merge using an Excel spreadsheet Prepare data in Excel for mail merge. The most important step in the mail merge process is to set up and prepare your data. Start the mail merge. In Word, choose File > New > Blank document. Insert a merge field. Preview and finish the mail merge. Save your mail merge.

To start a Mail Merge: 1. Click the green “Mail Merge” icon in your Outlook ribbon. 2. Select the “Start New Mail Merge” option. 3. Upload your recipients or import recipient list from Salesforce. 4. Add/Create the content of your stages. 5. Once you are all set, finalize the mail merge by clicking “Send”.