If the Address Block does not show the correct information (names, address, city, state, and zip) you can use Match Fields from the Insert Address Block dialog box or you can click Insert Merge Field and putting in the address fields. Make any additional changes needed, and press 'Finish and merge,' and then print if you need to. Press Enter several times, and insert an Address Block to show the recipient’s name. Then select recipients and either make a list, or find a file if you already made one by choosing 'Use existing list.' Type your letter, and press 'Add merge field' whenever you need to use something from your list. Type the date and any other information you want at the top of the letter. Pick Open and pick the correct worksheet. This Wizard will take you through the process step-by-step, ensuring that you complete each step before you can move onto the next step. 1 The easiest way to perform a mail merge in Word is to use the Mail Merge Wizard. On the Mailings tab, in the Start Mail Merge group, choose Start Mail Merge > Letters.Ĭhoose Select Recipients then Use an Existing List. document from one of the installed mail merge templates. In Word, choose File > New > Blank Document. To perform a Letter mail merge in Microsoft Word
Make sure the 1st row in Microsoft Excel is your header row when doing a mail merge in Word.
If you were sending your customers a letter, the Excel file would include Company Name, First Name, Last Name, Address, etc. One of the easiest data sources to use is Microsoft Excel. Note: Using these steps the main document and data source can be created and modified in more than one editing. Use the Mail Merge Helper to open, modify and merge the main document and data source. Now choose the ‘Select Recipients’ button and choose ‘Use. choose the kind of merge you want to run. On the Mailings tab, choose the ‘Start Mail Merge’ button, a list of different types of documents will drop down (i.e. Create the data source (using a MS Word table or a MS Excel spreadsheet). In Word, open the existing file and press the ‘Mailings’ tab in the main menu. It contains the records Word pulls information from to build the addresses for the labels, letters, or envelopes. The most efficient way of performing a mail merge is: 1. The mailing list can be an Excel spreadsheet, a directory of Outlook contacts, an Access database, or an Office address list. To perform a mail merge with Microsoft Word, you need a data source or a mailing list.
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