Mail merge

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Mail merge consists of combining mail and letters and pre-addressed envelopes or mailing labels for mass mailings from a form letter. [1]

Contents

This feature is usually employed in a word processing document which contains fixed text (which is the same in each output document) and variables (which act as placeholders that are replaced by text from the data source word to word).

Some word processors can insert content from a database, spreadsheet, or table into text documents. [2] [3]

It is a powerful tool for writing a personalized letter or e-mail to many people at the same time. It imports data from another source such as a spreadsheet and then uses that to replace placeholders throughout the message with the relevant information for each individual that is being messaged.

History

Mail merge dates back to early word processors on personal computers, circa 1980. [4] WordStar [4] [5] was perhaps [6] the earliest to provide this, [7] originally via an ancillary program called Mail merge. WordPerfect also offered this capacity for CP/M and MS-DOS systems; [8] Microsoft Word added it later on, [9] as did Multimate. [10] [11] [12] [13] [14]

Advanced features

Money can be saved by pre-sorting on zip code and grouping by postal-discount requirements (same ZIP code, same SCF). [ citation needed ]

A paperless approach is to use mail merge to format email. [15]

Going beyond words, in 2018 The New York Times detailed a further instance of "mass customization" - personalized videos. [16] [ relevant? ]

Overview

The data source is typically a spreadsheet or a database which has a field or column for each variable in the template. When the mail merge process is run, the word processing system creates an output document for each row in the database, using the fixed text exactly as it appears.

The mail merging process generally requires the following steps:

  1. Creating a main document and the template.
  2. Creating a data source. [17]
  3. Defining the merge fields in the main document.
  4. Merging the data with the main document.
  5. Saving/exporting.

A common usage is for creating "personalized" letters, where a template is created, with a field for "Given Name", for example. The templated letter says "Dear <Given Name>", and when executed, the mail merge creates a letter for each record in the database, so it appears the letter is more personal. It is often used for variable data printing. It can also be used to create address labels from a customer relationship management database, or for mass emails with pertinent information in them, perhaps a username and password.

See also

Related Research Articles

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<span class="mw-page-title-main">WordPerfect</span> Word processing application

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Lotus Symphony was an integrated software package for creating and editing text, spreadsheets, charts and other documents on the MS-DOS operating systems. It was released by Lotus Development as a follow-on to its popular spreadsheet program, Lotus 1-2-3, and was produced from 1984 to 1992. Lotus Jazz on the Apple Macintosh was a sibling product.

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The term template, when used in the context of word processing software, refers to a sample document that has already some details in place; those can either by hand or through an automated iterative process, such as with a software assistant. Once the template is completed, the user can edit, save and manage the result as an ordinary word processing document. Word processing templates enable the ability to bypass the initial setup and configuration time necessary to create standardized documents such as a resume. They also enable the automatic configuration of the user interface of the word processing software, with features such as autocompletion, toolbars, thesaurus, and spelling options.

<span class="mw-page-title-main">Template processor</span> Software designed to combine templates with a data model to produce result documents

A template processor is software designed to combine templates with a data model to produce result documents. The language that the templates are written in is known as a template language or templating language. For purposes of this article, a result document is any kind of formatted output, including documents, web pages, or source code, either in whole or in fragments. A template engine is ordinarily included as a part of a web template system or application framework, and may be used also as a preprocessor or filter.

<span class="mw-page-title-main">MicroPro International</span> American software company (1978–1993)

MicroPro International Corporation was an American software company founded in 1978 in San Rafael, California. They are best known as the publisher of WordStar, a popular early word processor for personal computers.

Template may refer to:

Productivity software is application software used for producing information. Its names arose from it increasing productivity, especially of individual office workers, from typists to knowledge workers, although its scope is now wider than that. Office suites, which brought word processing, spreadsheet, and relational database programs to the desktop in the 1980s, are the core example of productivity software. They revolutionized the office with the magnitude of the productivity increase they brought as compared with the pre-1980s office environments of typewriters, paper filing, and handwritten lists and ledgers. In the United States, some 78% of "middle-skill" occupations now require the use of productivity software. In the 2010s, productivity software has become even more consumerized than it already was, as computing becomes ever more integrated into daily personal life.

References

  1. "Cambridge Dictionary Online" . Retrieved 14 May 2016.
  2. "Frequently asked questions about the mail merge feature in Word". the result is that each row (or record) in the data source ... listed in a spreadsheet ...
  3. "Mail Merge". iSchool.uTexas.edu (Tutorials). Archived from the original on 2013-01-27. Retrieved 2018-11-02.
  4. 1 2 see p. 2-2; MailMerge not a new feature, and this is 2nd Ed, (C) 1982 "WordStar Training Guide (2ed Feb83) (C) 1982" (PDF). TRADEMARKS ... MailMerge
  5. "M Run Mail Merge. S Run SpellStar"
  6. WinWorldPC citation says "the first"
  7. "Software Spotlight: WordStar". WinWorld PC. WordStar was the first microcomputer word processor to offer mail merge
  8. "I Love WordPerfect Contest". I was introduced to Wordperfect DOS when I bought my first computer in college. ... I have watched WordPerfect evolve from the ancient MS-DOS ...
  9. "WordStar MailMerge". 29 April 1986. Retrieved 20 May 2016.
  10. "Early" magazine articles about Multimate's Mail Merge were largely 1988-1990"
  11. "dBase, MultiMate: Mailmerge". PC Magazine. February 29, 1988. p. 222. ... a must for dBASE users who need to mailmerge ... MultiMate Advantage II's mail-merge capabilities work nicely with dBASE.
  12. "Multimate Mail Merge". InfoWorld. January 23, 1989.
  13. "MultiMate V4.0". InfoWorld. January 29, 1990. p. 112. Multimate, Version 4.0 This significant upgrade ... a strong performer when producing office correspondence and mail merge
  14. "Variable Data Processor" . Retrieved 8 November 2020.
  15. "How To Use Yesware's Mail Merge for Gmail". Yesware's Mail Merge for Gmail allows users to send hundreds of personalized ...
  16. "Moovly fully integrates into Google's GSuite". The New York Times . September 25, 2018. Moovly has experienced strong growth ... into the Moovly Studio Editor, making the publishing of their video content ...
  17. "Word 2007: Creating a Data Source". KeyStoneLearning.com.