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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 ...
- 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.
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.
- 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 👋
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 ...
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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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 ...
