What is Mail Merge?
Mail merge is used to create multiple documents at once. These documents have identical layout, formatting, text, and graphics. Only specific sections of each document varies and is personalized. The documents Word can create with mail merge include bulk labels, letters, envelopes, and emails. You will need to have your excel spreadsheet prepared to use before using the following instructions.
Step 1: Start the mail merge
1. In Word, choose File > New > Blank document.
2. On the Mailings tab, in the Start Mail merge group, choose Start Mail Merge, and then choose the kind of merge you want to run.
3. Choose Select Recipients > Use an Existing List.
4. Browse to your Excel spreadsheet, and then choose Open.
5. If Word prompts you, choose Sheet1$ > OK.
Note: Now the Excel spreadsheet is connected to the mail merge document you’re creating in Word.
Edit your mailing list
You can limit who receives your mail.
1. Choose Edit Recipient List.
2. In the Mail Merge Recipients dialog box, clear the check box next to the name of any person who you don't want to receive your mailing.
Step 2: Insert a merge field
You can insert one or more mail merge fields that pull the information from your spreadsheet into your document.
To insert an address block for an envelope, a label, an email message, or a letter
1. On the Mailings tab, in the Write & Insert Fields group, choose Address Block.
2. In the Insert Address Block dialog box, choose a format for the recipient's name as it will appear on the envelope.
3. Choose OK.
4. Choose File > Save.
To insert a greeting line in an email message or a letter
1. On the Mailings tab, in the Write & Insert Fields group, choose Greeting Line.
2. In the Insert Greeting Line dialog box, do the following:
o Under Greeting line format, change the salutation if necessary by choosing the greeting (Dear is the default), the format for the recipient name, and the ending punctuation (a comma is the default).
o Under Greeting line for invalid recipient names, choose an option in the salutation list.
3. Choose OK.
4. Choose File > Save.
To insert data from your spreadsheet in an email message or a letter
1. On the Mailings tab, in the Write & Insert Fields group, choose Insert Merge Field.
2. In the Insert Merge Field dialog box, under Fields, choose a field name (column name in your spreadsheet), and then choose Insert.
3. Repeat step 2 as needed and choose Close when done.
4. Choose File > Save.
Step 3: Preview and finish the mail merge
After you insert the merge fields you want, preview the results to confirm that the content is okay. and then you're ready to complete the merge process.
1. On the Mailings tab, choose Preview Results.
2. Choose the Next or Previous record button to move through records in your data source and view how the records will appear in the document.
3. In the Finish group, choose Finish & Merge, and choose Print Documents or Send E-mail Messages.
Step 4: Save your mail merge
When you save the mail merge document, it stays connected to your data source. You can reuse the mail merge document for your next bulk mailing.
• Open the mail merge document and choose Yes when Word prompts you to keep the connection.