For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge. The main document contains the text and graphics that. The Mail Merge Process The mail merge process entails the following steps: 1. Mail merge allows you to quickly create personalized documents. Connect and edit the mailing listĬonnect to your data source. Using Mail Merge to Create Labels, Certificates, and Form Letters in Microsoft Word This document provides instructions for using the mail merge feature in Microsoft Word. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. There are many reasons you may want to use a mail merge if you’re running a business. The easiest way to do this is in Excel as shown below. The first thing you need to do is create a list of people to send the email to. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. Now that we have got that out of the way, let’s see how easy it is to do this. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Here are some tips to prepare your Excel spreadsheet for a mail merge.

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