Mail Merge

Mail Merge

Mail merge is a process that allows you to create personalized letters, emails, or other documents that are based on a template and have customized content for each recipient. This process is commonly used for sending bulk communications such as newsletters, marketing materials, or invoices.

Here are the steps to perform a mail merge
  • Prepare your data source: You need to have a list of data in a spreadsheet or other structured format that you want to use in your merged document. Make sure the data is properly formatted and organized.
  • Create your document template: Open a new document in Word and create your document template. Insert merge fields where you want the data to appear. For example, if you want to include the recipient's name, you would insert the merge field <<First Name>>.
  • Connect to your data source: Click on the "Mailings" tab in the Word ribbon and select "Start Mail Merge" Choose the type of document you want to create (letters, email messages, envelopes, labels, etc.) and select "Step-by-Step Mail Merge Wizard"
    Mail Merge
  • Select your data source: In the Mail Merge Wizard, select "Use the current document" and click "Next" Then, choose "Use an existing list" and browse to find your data source file. Select it and click "Open"
  • Insert merge fields: In the next step of the Mail Merge Wizard, you can insert merge fields into your template. Click on "Address Block" to insert fields for the recipient's name and address. You can also insert other fields from your data source by clicking "Insert Merge Field"
    Mail Merge
  • Preview your merged document: Once you've inserted all the necessary fields, click "Preview your letters" to see how your merged document will look with actual data. You can use the arrows to scroll through the records in your data source.
  • Complete the merge: Once you're satisfied with your merged document, click "Finish & Merge" and choose "Print Documents" or "Edit Individual Documents" If you choose "Print Documents" Word will print all the merged documents at once. If you choose "Edit Individual Documents" Word will create a new document for each record in your data source, allowing you to make any final edits before printing.