Microsoft 2007 mail merge tutorial

To insert merge fields on an envelope, label, email message, or letter. For more info, see Insert Address Block. For more info, see Insert Greeting Line. To add other merge fields, like invoice numbers, see Insert mail merge fields.

After you insert the merge fields you want, preview the results to confirm that the content is okay. Choose Next or Previous to move through records in your data source and view how they appear in the document.

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. Use mail merge to create and send bulk mail, labels, and envelopes.

Mail merge - A free, 10 minute, video training. Discover more Word training at LinkedIn Learning. For more info, see Mail merge: Edit recipients. For more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge.

Here are some tips to prepare your Excel spreadsheet for a mail merge. Make sure: Column names in your spreadsheet match the field names you want to insert in your mail merge.

All data to be merged is present in the first sheet of your spreadsheet. The Excel spreadsheet to be used in the mail merge is stored on your local machine. Notes: You can import information from your Excel spreadsheet by importing information from a comma-separated value.

Choose OK. Use mail merge to create and send bulk mail, labels, and envelopes Mail merge - A free, 10 minute, video training Discover more Word training at LinkedIn Learning. Connect and edit the mailing list Connect to your data source. Choose Edit Recipient List. Select OK. Add the field you want. Repeat steps 1 and 2 as needed. Need more help? Join the discussion. Was this information helpful?

Then Word automatically fills in the fields with recipient information and generates all the individual documents. For example, to add a standard greeting to your email message or letter, use the Greeting Line merge field. To make sure the field is formatted the way you want, highlight the whole field, including the marks at each end. Click Line Spacing to make sure the line spacing matches the spacing in the rest of your document. After you add the fields you want to merge, type the information you want to be the same in each email message you send during the merge.

If you want to add a customized greeting or other information from your mailing list, you can add fields one a time. Click Database Fields to see the list of fields that are in your data source. Mail merge using an Excel spreadsheet. Insert mail merge fields. Create and print mailing labels for an address list in Excel. Use Word mail merge for email. You can add individual elements to any part of a label, letter, envelope, or email, from the greeting to the entire document, even images.

A recipient list can come from one of three places: an existing list, such as a mailing list you created in Microsoft Excel, Microsoft Outlook contacts, or you can type a new list. Then, start by sending email only to contacts with last names that begin with B, C and D.

So the wizard can help you get up to speed with mail merge. But once you know the process, you can often go faster by entering options directly. Table of contents. Mail merge. Next: Take mail merge to the next level. Table of contents Mail merge. Word training. Click where you want to add the greeting. Click Greeting Line. Choose the name style that you want to use, and set other options. Click HOME , and then check the font and font size. Add individual fields If you want to add a customized greeting or other information from your mailing list, you can add fields one a time.

Click in your document where you want to add the mail merge field. Click the arrow next to Insert Merge Field , and then click the field name. Click the field you want to add. Click Insert. Want more? Mail merge using an Excel spreadsheet Insert mail merge fields Create and print mailing labels for an address list in Excel Use Word mail merge for email. Mail merge is all about mass mailings that you individualize for each recipient. Select the type of document you want to add mail merge to, and click Next.

Here you can start a new document from a template or existing document. When you select this option, you also need to choose which contacts folder to use.