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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 👋
- Overview
- Connect and edit the mailing list
- Want more options?
Word for Microsoft 365 Word for Microsoft 365 for Mac Word 2021
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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Jul 5, 2024 · This step links your Word document with your Excel spreadsheet, allowing you to use your spreadsheet data in your mail merge. Step 5: Insert Merge Fields. In your Word document, click on "Insert Merge Field" to add placeholders for the data from your Excel spreadsheet. These fields act like placeholders that will be replaced with the actual ...
Jul 8, 2024 · Step 1: Prepare Your Excel File. Make sure your Excel file is well-organized with clear column headers. Your Excel file should have everything you need for the mail merge. Each column should represent a different piece of data, like first names, last names, addresses, or any other personalized info. Clear headers are crucial because Word will ...
Step 1: Set up your data source in Excel. If you're using an Excel spreadsheet as your data source for a mail merge in Word, skip this step. If the data source is a .txt or a .csv file, use the Text Import Wizard to set up your data in Excel. After you successfully import a .txt or .csv file, go to Step 2.
Step 2 - Connect to the Excel list. The next step is to connect to the Excel workbook that contains the list to merge with. From the Mailings tab, click Select Recipients > Use an Existing List. Locate and select the data-source.xlsx workbook that we are using for the data source of our Excel mail merge.
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Jul 12, 2024 · Select the merge field (e.g., Name, Date). Press Shift + F9 to show the Mail Merge Field Item code. b) Modify the Field Code: Remove “* MERGEFORMAT Date ” from the displayed field code. Enter your desired switch (e.g., {MERGEFIELD Date @ “d MMMM yyyy”}). c) Apply the Update: Press F9 to apply the changes.
