Personalizing a Form Letter

Mail merge lets you use fields in your letter so that you can place specialized information by pulling the information from your data source. You can also use a conditional field that places the information only if certain criteria are met.

Include Personal Information

  1. Create your form letter, and step through the mail merge procedures to specify your data source and add such items as the address and a greeting.

  2. Click where you want to add the personal information.

  3. Click the down arrow on the Insert Merge Field button, and ...

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