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  2. 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.

  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 ...

    • 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 👋
  4. 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 ...

    • 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. 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. Aug 24, 2023 · Go to the previous field. Alt+Shift+E. Edit the mail merge document. Note, this will break the connection between your Excel file and Word document, as a result your mail merge source won't be automatically updated any longer. Alt+Shift+F. Insert a merge field from your mail merge source. Alt+Shift+M.

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