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  1. 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.

  2. In Microsoft Office Word 2003 and in earlier versions of Word, point to Letters and Mailings on the Tools menu, and then click Mail Merge Wizard. In Microsoft Office Word 2007, click Start Mail Merge in the Start Mail Merge group on the Mailings tab, and then click Step by Step by Mail Merge Wizard.

  3. 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 ...

  4. 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 ...

    • Creating a Contact Sheet: Open Microsoft Excel. Microsoft Excel's app icon resembles a white "X" on a dark-green background. The Excel "New" page will open.
    • Importing Contacts to Word: Open Microsoft Word. The Word app icon looks like a white "W" on a dark-blue background. As with Excel, the "New" page will open.
    • 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.
  5. 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.

    • 4 min
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  7. Oct 6, 2021 · Switch over to MS Word. Use the wizard for creating labels. Open a blank document and select Mailings > Select Mail Merge > Step-by-Step Mail Merge Wizard. Select Labels and then Next: Starting document. On the next screen, select Change document layout. Next, select Label options to set your product number and label brand.

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