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  2. Data sources. Your first step in setting up a mail merge is to pick the source of data you'll use for the personalized information. Excel spreadsheets and Outlook contact lists are the most common data sources, but any database that you can connect to Word will work. If you don't yet have a data source, you can even type it up in Word, as part ...

  3. Jun 9, 2022 · Open a Microsoft Word document and compose your message. When you finish your message and are ready to create the merge, go to the Mailings tab. Use the Start Mail Merge drop-down arrow to select "Step-by-Step Mail Merge Wizard." You'll see a sidebar open on the right which walks you through the mail merge process.

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  4. 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. If you don’t see your field name in the list, click the Insert Merge Field button. Click Database Fields to see the list of fields that are in your data source. Click the field you want to add.

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  5. Note You can also use the Mail Merge toolbar to insert merge fields, work with your mail-merge main document, or run a mail merge. To display the Mail Merge toolbar, point to Letters and Mailings on the Tools menu, and then click Show Mail Merge Toolbar.

  6. Jun 20, 2024 · Here’s how it works. 1. Select a type of document. For starters, open a blank document in Microsoft Word. Then go to Mailings > Start Mail Merge > Step-by-Step Mail Merge Wizard. Then, in the mail merge pane (on the right side of your screen), select the type of document you want to merge.

  7. Jul 15, 2024 · Using Mail Merge. Go to the place in which you want to insert contact information. Find the place where you want to insert contact information (e.g., the top of the document) and click it to place the cursor there. Click Insert Merge Field.

  8. Apr 26, 2024 · Step 2: Select Recipients. Go to the ‘Mailings’ tab and click on ‘Select Recipients’ to choose your data source. You can use an existing list, choose from your Outlook contacts, or type a new list. Make sure your data source is organized, with column headers for each piece of information you want to include in your merge (like First ...

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