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Jul 6, 2024 · What Is Mail Merge in Excel? Mail Merge allows you to personalize and send documents (like emails or letters) to multiple recipients. Imagine you’re a shop owner offering a special discount. Instead of manually crafting each offer, Mail Merge lets you send personalized emails to each customer with their name included.
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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. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.
All data to be merged is present in the first sheet of your spreadsheet.
Data entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values.
The Excel spreadsheet to be used in the mail merge is stored on your local machine.
Connect to your data source. For more info, see
Data sources you can use for a mail merge
, clear the check box next to the name of any person who you don't want to receive your mailing.
You also can sort or filter the list to make it easier to find names and addresses. For more info, see
Sort the data for a mail merge
Filter the data for a mail merge
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- Prepare recipient list. The first thing to do is to prepare a recipient list by creating an Excel spreadsheet that contains information about some of your friends you want to send the email messages.
- Write the email message in Word. After creating the Excel spreadsheet, let’s proceed to create a Christmas message on Microsoft Word. Open a new Microsoft Word document and type a short message like this.
- Start the mail merge. Now that our data in the Excel spreadsheet and message in the Word document are ready, we can start the mail merge process. It’s a little tricky but you don’t need to worry.
- Add Placeholders. The information you entered on your Excel spreadsheet can now be used in your message. For example, to make this email message more personal, you can add a greeting line before the content of your message 👋
Jul 5, 2024 · Mail Merge is used to create personalized documents, such as letters or emails, for multiple recipients efficiently.
Use Address Block, Greeting Line, and other merge fields to create a mail merge file from your mailing list.
May 20, 2023 · Written by: Bill Whitman. Last updated: May 20, 2023. Mail Merge is a process of combining a list of data with a template file to create multiple versions of personalized documents. This feature is commonly used in businesses for tasks such as sending mass emails, labels, and envelopes.
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What is mail merge in Excel?
How does a mail merge work?
What is a mail merge in Microsoft Word?
Which Word document can be used for a mail merge from Excel?
A mail merge works by importing a source document with personalized values, in this instance, an Excel data set, into a Word document. A separate document is generated for each record in the Excel list. The Word document contains mail merge fields for the input of personalized information.
