mail-merge
Automated letter customization
Mail-merge is a process that combines a template document with a data source to generate personalized copies—typically letters, labels, or emails.
The template contains placeholders that get filled with individual names, addresses, or other variable information: She used mail-merge to send thank-you notes to three hundred donors.
The term functions as both noun and verb: I'll mail-merge the invitations tonight.
Preset pattern for reproduction
- placeholderTemporary position marker
- fieldArea of specialty
- variableProne to fluctuation
- data sourceInformation origin point
personalization · automation · batch · recipient · insertion · formatting · preview · conditional
Organized effort toward goal
- outreachProactive community assistance
- newsletterPeriodic organizational publication
- promotionalRelated to marketing efforts
- subscriberOne who enrolls regularly
contact list · segmentation · targeting · response rate · personalized marketing · customer engagement · lead generation · email blast
Microsoft's data-crunching application
- spreadsheetTabular data organizer
- wizardPractitioner of sorcery
- add-inSupplemental software module
- pluginModular software extension
Google Docs · LibreOffice · Outlook · CRM · HubSpot · Salesforce · software · application
Written symbol or message
- envelopeFolded paper enclosure
- labelIdentifying attachment or marker
- certificateFormal written attestation
- invoiceItemized billing statement
form letter · name badge · directory · catalog · postcard · address label · greeting card · invitation
template
Preset pattern for reproduction
- placeholderTemporary position marker
- fieldArea of specialty
- variableProne to fluctuation
data source · personalization · automation · batch · recipient · insertion · formatting · preview · conditional · workflow
campaign
Organized effort toward goal
- outreachProactive community assistance
- newsletterPeriodic organizational publication
- promotionalRelated to marketing efforts
subscriber · contact list · segmentation · targeting · response rate · personalized marketing · customer engagement · lead generation · email blast · distribution
Excel
Microsoft's data-crunching application
- spreadsheetTabular data organizer
- wizardPractitioner of sorcery
- add-inSupplemental software module
plugin · Google Docs · LibreOffice · Outlook · CRM · HubSpot · Salesforce · software · application · toolbar
letter
Written symbol or message
- envelopeFolded paper enclosure
- labelIdentifying attachment or marker
- certificateFormal written attestation
invoice · form letter · name badge · directory · catalog · postcard · address label · greeting card · invitation · announcement