Mail merge example
Here is an example of a mail merge:
Scenario: You are a marketing manager for a company that sells gardening tools. You want to send a personalized letter to a list of customers who have purchased from you in the past year, thanking them for their business and offering a special discount on their next purchase.
Data Source: You have a spreadsheet with the following columns:
- Customer Name
- Address
- Purchase Date
- Total Purchase Amount
Mail Merge Document: You create a Word document with the following text:
Dear [Customer Name],
Thank you for choosing [Company Name] for your gardening needs. We appreciate your business and hope you've been enjoying your new tools.
As a valued customer, we'd like to offer you a special discount of 10% off your next purchase. Simply use the code GARDEN10 at checkout to receive your discount.
We're grateful for your loyalty and look forward to serving you again soon.
Best regards, [Your Name]
Mail Merge Process:
- Open the Word document and go to the "Mailings" tab.
- Click on "Select Recipients" and choose "Use an existing list" from the dropdown menu.
- Browse to the location of your spreadsheet and select it.
- Click "OK" to import the data into the mail merge document.
- In the "Write & Insert Fields" pane, click on the "Insert Merge Field" button and select "Customer Name" from the dropdown menu.
- Click on the "Insert" button to insert the field into the document.
- Repeat steps 5-6 for the other fields you want to include (e.g. Address, Email, Purchase Date, Total Purchase Amount).
- Click on the "Preview Results" button to see how the mail merge will look with the data inserted.
- Click on the "Finish & Merge" button to send the merged documents to the printer or save them as a PDF.
Output: The mail merge will produce a document for each customer in the list, with the customer's name, address, and other information inserted into the document. The document will look something like this:
Dear John Smith,
Thank you for choosing [Company Name] for your gardening needs. We appreciate your business and hope you've been enjoying your new tools.
As a valued customer, we'd like to offer you a special discount of 10% off your next purchase. Simply use the code GARDEN10 at checkout to receive your discount.
We're grateful for your loyalty and look forward to serving you again soon.
Best regards, [Your Name]
This is just one example of how mail merge can be used. The possibilities are endless, and mail merge can be used for a wide range of applications, from sending personalized letters and emails to creating custom reports and labels.