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Use Excel to Create Mass Letters

Summary:

This article describes how to create mass letters from Excel, using a Microsoft Word Document as the letter template and a Map between Excel Defined Names and Word Document Bookmarks.

Thoughts…

Starting from the example described in this article, there are numerous things that can be done: if we setup the same bookmarks in Multiple Word Documents, and if we use a multi-select dialog box to open and fill all those selected documents, we can create A SET of different documents for each recipient! Of course, all letters can be attached to an email and sent to that recipient email.

Most of the times,

It should be obvious you first need to create an Excel Table containing the name, physical address, email address, and other pertinent information that is to be inserted into the letter/email of all your intended recipients.

To create a letter for all recipients from your table, a Mail Merge will be all you need. But there are many scenarios where you need flexibility:

  • ¬†you may want to create a letter for only 1 recipient, without going through all Mail Merge steps;
  • or you need to select a range of rows and create letters for all selected rows,
  • or, you may want to filter the table for different criteria, and create letters just for visible rows,
  • Create Letter for each row in table.

The following will cover all these scenarios, the letters will be saved as PDF files. Read More