Recipients can be selected from an existing list, a newly created list, or from Microsoft Outlook.
An Existing List is a list that has already been created prior to the mail merge. Select the existing list option from the data source area; then locate and select the list you want to use. When you have located the list, select Open; this will open the Mail Merge Recipients dialog box for you to select the recipients or make any changes. Next, select OK and begin creating the publication if you haven’t already done so.
Outlook Contacts can also be used as your mail merge list; from the task pane select the Outlook Contacts option from the data source area. Next select the Choose Contact Folder link in the Outlook Contacts area (as shown below). This will generate the mail merge recipients dialog box for you to select recipients or make any changes. Select Next at the bottom of the task pane when you are ready to create the publication.
Create a New List; if you do not have a contact list already created or choose to not use an Outlook folder, Publisher’s Mail Merge makes it easy to create a new list. From the data source area select Type a New List, then select Create (as shown below). The Create link will generate the New Address List dialog box for you to enter recipient names. When you have entered you first address, select New Entry. When the list is complete select Close; select the location to save the list to and enter the List name to Save. Once you have saved the list the Mail Merge Recipient dialog box will open for you to select recipients and make any changes.
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