You do this in step five by clicking on the View Merged Data icon and clicking the right or left arrow buttons to move through the forms. If you like, you can preview your form letter to make sure it’s constructed properly. Once you’ve selected the groups you want to include, click OK. In this specific case you choose groups of Address Book recipients. Click Options and a Query Options window appears. In step four you determine which of your recipients are merged into the letter. Drag the appropriate data types to their proper place in your form letter. Here you’ll find common data types including first name, last name, address, phone number, and e-mail address. Return to the Mail Merge Manager window and click the third step. Now start constructing your form letter, leaving spaces where you want to merge your data. For our purposes, choose Apple Address Book. Your options include New Data Source, Open Data Source, Office Address Book (the one found in Outlook), Apple Address Book (Apple’s Address Book application), and FileMaker Pro. In the second step click on Get List and choose the source for the data that will be inserted into your form letter-names, addresses, and phone numbers, for example. For our purposes we’ll choose Form Letters.
Click Create New in the first step and you’ll see that you have the option to create a form letter, label, envelope, or catalog. This window contains six steps, all of which you march through in order to create your document. A small Mail Merge Manager window will appear. And you do it this way in Word 2011.Ĭhoose Tools -> Mail Merge Manager. Rather, you create mail merge documents within Microsoft Word. The first step to creating a successful form-letter is understanding that Outlook has nothing to do with designing the thing.
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It is extremely easy to do this through the Windows version of Outlook, but I can’t seem to make heads or tails of how to do it (easily) through Outlook 2011 on the Mac. I am looking for a way to do an e-mail merge using Outlook 2011 (or even Entourage 2008) on the Mac. Drag the appropriate data types to their proper place in your form letter.A reader who wishes to remain anonymous seeks a way to create form letters with Office 2011. Here you’ll find common data types including first name, last name, address, phone number, and email address. For our purposes, choose Apple Address Book.Īnswer to Question 1: If you want to pull information from Outlook’s contacts, choose Office Address Book instead. Your options include New Data Source, Open Data Source, Office Address Book (the one found in Outlook), Apple Address Book (Apple’s Contacts application), and FileMaker Pro. And you do it this way in Word 2011.Ĭhoose Tools > Mail Merge Manager.
For the sake of convenience I’ll pull portions of that column (in italics) into this one and answer as I go. Thanks for allowing me the chance to revisit this topic, particularly as it lets me answer some outstanding questions that followed it.
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