Introduction
Mail Merge is a useful tool that allows
you to produce multiple letters, labels, envelopes, name tags, and more using
information stored in a list, database, or spreadsheet. When performing a Mail
Merge, you will need a Word document (you can start with
an existing one or create a new one) and a recipient list, which is
typically an Excel workbook.
Optional: If you'd like to work along
with the lesson, you can download the examples below:
- Practice
document (Word document)
- Address list (Excel workbook)
To use Mail Merge:
- Open an existing Word
document, or create a new one.
- From the Mailings tab, click the Start Mail Merge command and select Step by Step Mail Merge Wizard from the drop-down menu.
The Mail Merge pane appears and will guide you
through the six main steps to complete a merge. The following
example demonstrates how to create a form letter and merge the letter with
a recipient list.
Step 1:
- Choose the type of document you want to
create. In our example, we'll select Letters. Then click Next:
Starting document to move to Step 2.
Step 2:
- Select Use the current document, then click Next:
Select recipients to move to Step 3.
Step 3:
Now you'll need an address list so Word can
automatically place each address into the document. The list can be in an
existing file, such as an Excel workbook, or you can type a
new address list from within the Mail Merge Wizard.
- From the Mail Merge task pane, select Use
an existing list, then click Browse... to select the
file.
- Locate your file and click Open.
- If the address list is in an Excel workbook, select the worksheet that
contains the list and click OK.
- In the Mail Merge Recipients dialog box, you can check or uncheck each box to control which recipients are included in the merge. By default, all recipients should be selected. When you're done, click OK.
- From the Mail Merge task pane, click Next:
Write your letter to move to Step 4.
If you don't have an existing address list, you can click the Type a new list button and click Create. You can then type your address list.- From the Mail Merge task pane, select Use
an existing list, then click Browse... to select the
file.
Step 4:
Now you're ready to write your letter. When
it's printed, each copy of the letter will basically be the same; only
the recipient data (such as the name and address)
will be different. You'll need to add placeholders for the
recipient data so Mail Merge knows exactly where to add the data.
To insert recipient data:
- Place the insertion point in the document where you want the
information to appear.
- Choose one of the four placeholder options: Address
block, Greeting line, Electronic postage,
or More items.
- Depending on your selection, a dialog box may appear with
various options. Select the desired options and click OK.
- A placeholder will appear in your document (for example, «AddressBlock»).
- Repeat these steps each time you need to enter information
from your data record. In our example, we'll add a Greeting line.
- When you're done, click Next: Preview your letters to
move to Step 5.
For some letters, you'll only need to add
an Address block and Greeting line. Sometimes,
however, you may want to place recipient data within the body
of the letter to personalize it even further.
Step 5:
- Preview the letters to make sure the information from the
recipient list appears correctly in the letter. You can use the left and
right scroll arrows to view each document.
- Click Next: Complete the merge to move to Step 6.
Step 6:
- Click Print... to print the letters.
- A dialog box will appear. Click All, then
click OK.
- The Print dialog box will appear. Adjust the
print settings if needed, then click OK. The letters will be
printed.
Challenge!
- Open an existing Word document. If you want, you
can use our Practice
document (Word document) and Address list (Excel workbook).
- Use the Mail Merge Wizard to merge the letter with
the recipient list.
- Place an Address Block at the top of the page
and a Greeting line above the body of the letter.
- Print the
document.
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