Mail Merge

Easily Mail Merge Microsoft Excel, Word, Google Docs and Google Sheets online is the fastest and easiest way to mail merge documents.

What is Mail Merge?

Mail merge is a process that you can use to create multiple, personalized documents at once. The layout, text, graphics and formatting of each document must be the same, and specific parts of the core document are set up as variables (such as a name, title, address, and so on). The mail merge process utilizes software to substitute the value of each variable, into the right place in each document.

What is Mail Merge used for?

Mail Merge is primarily used to create personalized, form letters for multiple recipients. Some examples include

  • Settlement Letters: if you're sending a settlement letter to hundreds, thousands, or millions of consumers, you can use mail merge to personalize each letter with each consumer's name, address, and other personal information.  is most often used to print or email form letters to multiple recipients. These can be class action lawsuits, judgements, notices, or oether things.
  • Abutter's Notices & Neigbhor Notifications: Individuals and companies involved in construction, demolition, surveying, lake spraying often are required to notify neighbors and owners of abutting properties before doing work. Mail merge is a perfect way to customize and personalize these notices.
  • Personalized Direct Mail Marketing: Direct mail is typically more effective when personalized. Mail merge can help ensure that all your direct mail is customized and feels personal to the recipient.

Here's how it works:

  1. Select the Google spreadsheet you'd like to use.
  2. Once uploaded, select the specific sheet you want to use to fill the template. You should see a list of fields pulled from the header column of the spreadsheet
  3.  Hit "Template", and on the next page, select the template document you'd like to personalize (this is the document that all the recipients will receive a customized version of. Ensure that the template has a corresponding variable in the following format: {{variable}}. For example, if you wanted to substitute first names into the template, you would have "First Name" as the column name in the spreadsheet, and {{first name}} as the variable in the template document (variables are not case sensitive)
  4. Once the template document is selected, hit "Confirm"
  5. On the confirmation view, choose the output file format (.pdf is selected by default) and choose a filename format
  6. Hit "Merge" and pay!

And that's it! 

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