This menu gives you choices on which merge document type that you want to work with. When you click the "Start Mail Merge" button, a dropdown menu is displayed.
The column is a "First Name" field where a list of customer first names are stored, You can have thousands of these records stored in an Excel file, but we only store two rows. We set up an Excel spreadsheet that contains one column. We're using Microsoft Excel for this lesson's example, but it will only have two rows to illustrate the mail merge feature.īefore you perform a mail merge, you need to identify your data source. We used 200 as an example, but you can generate thousands of letters and correspondence based on thousands of data points in an external file. Mail merge is usually used to merge a large set of data. You can combine a Word document with data from Access, Excel or your own comma-delimited file. Microsoft Word has a feature where you place template input within a document and use it to pull data to generate several of the same content for multiple different people. For instance, suppose that you want to send a marketing email to all 200 customers stored in a database.
Click Print Documents to print the labels.Mail merge is a great tool for creating the same document for several different recipients. If everything looks ok, click the Finish & Merge button. If you want to preview more than the first page, click the arrow pointing to the right while still in preview mode to show other pages. To make sure everything looks ok, click the Preview Results button, which should show each label and a different address for each label. All other labels should have ">" to step through each address field and print the address block in each label. The first label should only have the ">" field. Click the Update Labels button to update all fields. Once the address is being displayed properly, click OK to place the ">" field into the first label. If the address is not being displayed properly, click the Match Fields button and change how the fields are being matched. Click the Address Block option in the Ribbon and verify the address is properly formatted. If the CSV file inserts properly, ">" should appear on each of your labels. In the Select Data Source window, point Microsoft Word to the location of your CSV file and click OK. After the labels are created, click the Select Recipients button in Mailings and then click Use Existing List. Search for xxxxx template, where xxxxx is the product number you are trying to find. If your label product number is not listed, you can often download the template for your labels from the manufacturer's website.
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