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Data source: The file, often a spreadsheet or database, that holds the variable
information like names and addresses.

Merge fields: The placeholders in the main document that are linked to specific
columns in the data source and are replaced with unique information for each
recipient.

The process essentially combines the Main document with the Data source using

the Merge fields to create multiple personalised documents.

CREATING THE MAIN DOCUMENT

Assume you are hosting a webinar on AI in Daily Life and need to create an invitation
letter. To create the main document, follow the given steps:

2 Click on the Mailings tab.

3 Click on the Start Mail
Merge drop-down arrow.

4 Select the Letters
option.

1 Type the invitation
letter.

The main document is created.

CREATING A DATA SOURCE

The next step is to create a recipient list for your invitation. To create a data source,
follow the given steps:

2 Click on the Select Recipients drop-down arrow.

1 Click on the Mailings tab.

3 Select Type a New List.

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