So, now that you’ve personalized your letter, it might look something like this: Click on the mail merge field or fields you want to include in your letter. You’ll see the drop-down menu of some mail merge labels from the column names in your Excel spreadsheet.ģ. Click on Insert Merge Field from the Write and Insert Fields group.Ģ. Other mail merge fields such as first name, email, company name, job title etc. Insert Merge field – insert other mail merge fields from your Excel file A greeting placeholder («GreetingLine») will automatically appear in your document. In the pop-up window, select the format you wish to use and click OK.ģ. Click on Greeting Line in the Write and Insert Fields section.Ģ. Insert Greeting Line – include a personalized greeting or salutation in your letterġ. Now an address placeholder («AddressBlock») will automatically appear in your letter.

Choose an address block format in the window that appears and click OK.ģ. Click on the Address Block in the Write and Insert Fields section.Ģ.

Insert Merge Field Insert Address Block – add a recipient’s address to your document.ġ. Within your Word document, you can personalize three variables:ģ. You’ll personalize your content in the Word document letter template. In the window named Mail Merge Recipients, uncheck the checkbox of the recipients you don’t want in your mailing list. In the window named Select Table, choose the Excel worksheet you want to use, and click OK.ĥ. A pop-up box will appear, then select the Excel sheet you’ve created, and click Open.Ĥ. Click on Use an existing list, since your contact information is already available as an Excel file.ģ. In the Mailings tab, clicking on Select Recipients, where a drop-down menu of all your mail merge list sources will appear.Ģ. Now that you have your Excel Spreadsheet and Word Documents set up, you can select the list of recipients you want to receive your letter.ġ. Write the body of your letter in the Word document. Select the appropriate one (in this case, a Letter mail merge)ĥ. In the drop-down menu, you’ll see all the different mail merge documents available to you.Ĥ. Click on the Mailings tab and click Start Mail Merge.ģ. Open a new Word document, which will be the main document that will be sent to each recipient in your mail merge.Ģ. Step Two: Create the Document in Microsoft Wordġ. Make sure you’ve made all the necessary edits to your Excel Spreadsheet before you start the mail merge process. When you’re finished creating your contact sheet, save it by clicking on File – Save As. Fill in all the contact data, one per row, starting in cell A2.Ħ. if one of your column headers is “First name” then the field names in your Word template will also be “First name”.ĥ. Note that the column headers must read the same as the placeholder names you want to use in your Word template (e.g. Enter column headers in the first row (beginning in cell A1). Start entering your address list details into your Excel spreadsheet.Ĥ. Step One: Create Your Address List in Microsoft Excelģ. The mail merge automatically grabs the personalization data from your data file to your template file. that will be added to your template file. The Data File – the data source (usually a Microsoft Excel Spreadsheet or Google Sheet) containing all the personalized data such as first names, last names, addresses, job titles etc. that will be grabbed from your data file (your Excel Spreadsheet).Ģ. It will contain all the placeholder names which will become the personalized data such as first and last names, addresses, job titles etc. The Template File – the document you’ll be sending out to your recipients. The mail merge process consists of two parts:ġ. How to Do a Mail Merge With Word & Excel The Components of a Mail Merge Mail merges are useful when personalizing any kind of message or document. Right Inbox has just recently launched it’s own mail merge feature for Gmail, which makes it super easy to send mail merges within Gmail. They let you send out messages en masse that are personalized to each recipient, so you don’t have to manually customize each document yourself. How to Do a Mail Merge With Word & ExcelĪ mail merge is a quick and easy way to personalize emails, letters, labels, newsletters and any other customizable message you can think of.

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