What is the first step in setting up a mail merge?

Answer 1

If you were really doing it properly, the first step would be to plan it all out before going near your computer. Once at the computer, you could start it different ways. You could start by typing the letter. When you start the Mail Merge process itself, which you can do through the menu or ribbons, you have the choice of what type of mail merge you want to do. Normally it is a letter, so you would pick that, but you could be doing something else, like printing labels. In simple terms, you can then go through the steps of choosing your data and inserting where the data has to go and then running the actual Mail Merge to create your letters or labels.