Typist how-to

How to Run a Mail Merge

Mail merge personalizes bulk letters.

Updated By the Career Education Institute Curriculum Team
Quick answer

Mail merge personalizes bulk letters. In short: prepare; write; insert, then complete the remaining steps below.

Step by step

  1. Prepare the data list.

  2. Write the letter.

  3. Insert merge fields.

  4. Preview.

  5. Fix errors.

  6. Merge and print.

Safety reminders for typists

  • Prevent repetitive strain
  • Protect confidential documents
  • Take breaks
  • Use ergonomic setups

Word processing · Formatting · Styles · Template · Mail merge · Track changes: see the full typist glossary.

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