7/14/2023 0 Comments Using data merge in indesign cc![]() ![]() After you filter the list, you can use the check boxes to include and exclude records.Ĭlick the arrow next to the column heading of the item you want to filter by. If you want to use only certain entries in your list, you can filter your list by a specific field or criterion. Select the check boxes next to the recipients that you want to include, and clear the check boxes next to the recipients that you want to exclude. In the Mail Merge Recipients dialog box, you can select the recipients that you want to include in the merge. It's best to keep the address list here because this is also the default folder where Publisher looks for data sources.Īll of the contacts in your new list appear in the Mail Merge Recipients dialog box, where you can filter and sort the list of recipients to include in the merge. Note: By default, Publisher saves address lists in the My Data Sources folder. In the New Address List dialog box, type the info for the first entry in the fields relevant for your mailing. If you don't have an existing list to connect to, you can create a new list.Ĭlick Mailings > Select Recipients > Type New List. In the Select Contacts dialog box, click the contact list that you want, and then click OK.Īll of the contacts in the folder appear in the Mail Merge Recipients dialog box, where you can filter and sort the list of recipients to include in the merge. ![]() If you're prompted to choose a mail profile, click the profile that you want, and then click OK. For example, if your data source is an Excel workbook with info on multiple worksheets, you'll need to select the worksheet containing the info you want.Ĭlick Mailings > Select Recipients > Select from Outlook Contacts. ![]() In the Select Data Source dialog box, click the data source that you want, and click Open.ĭepending on the type of data source that you select, other dialog boxes may appear requesting specific information. You may need to browse to locate your data source. Use an existing listĬlick Mailings > Select Recipients > Use Existing List.īy default, Publisher stores data sources in the My Data Sources folder. Don't include the actual pictures or images in your data source. Note: If you want to merge pictures into your publication pages, your data source must include either file names or paths for the picture files that you want to merge. You can also sort the items in alphabetical order. If you want to use only certain entries in your list, you can filter your list by a specific criterion. You can connect to an existing list or data source, or you can create a new recipient list. Text files in which tabs or commas separate the columns, and paragraph returns separate the rows The data file can be in a variety of formats, including: A data file may contain a list of names and addresses, product data, or pictures. To perform a mail merge, you'll need to open a new or existing publication and then connect to a data source (a file containing the unique information that you want to include). The first thing to do is choose if you are creating a mail merge for printing or an email merge for online distribution.Ĭlick the Mailings tab and choose either Mail Merge or E-Mail Merge. The text of the publication is always the same, but the name and address are different for each recipient. You also can use mail merge to create a product announcement that you want to customize before sending to specific people. For example, you can use mail merge to create individually customized publications with personalized notes or unique addresses and salutations. You can use mail or email merge when you want to create a large number of documents that are mostly identical but include some unique information. ![]()
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