Challenge 1: A Basic Three-Field Letter Merge — Solution Walkthrough

Setup:
  1. Mailings > Start Mail Merge > Letters.
  2. Mailings > Select Recipients > Use an Existing List > browse to
     the workbook, select the Table with Name, Amount, DueDate.
  3. In the template letter body, place the cursor and use Insert
     Merge Field to insert «Name», «Amount», and «DueDate» at the
     appropriate points — e.g. "Dear «Name», you owe «Amount», due
     «DueDate»."
  4. Mailings > Preview Results.

Raw template (before Preview Results is toggled on):
  "Dear «Name», you owe «Amount», due «DueDate»."
  — the literal placeholder text, field names visible in the
  double-angle-bracket markers, identical no matter which recipient
  will eventually fill it.

Preview (with Preview Results toggled on, showing the first row):
  "Dear Priya Shah, you owe 245.00, due 8/15/2026."
  — the placeholders are replaced with that specific row's actual
  values, showing exactly what recipient 1's real letter will read.

WHY THIS WORKS AS AN ANSWER
------------------------------
The raw template view exists so you can confirm the FIELD PLACEMENT
and STRUCTURE is correct — are the right fields in the right places,
with sensible surrounding text — without needing real data yet.
Preview Results swaps in one actual row purely for visual
confirmation; it doesn't change the template itself, and clicking the
arrows next to Preview Results cycles through different rows'
previews without altering anything permanently, letting you check
several different recipients' output before committing to the final
merge.