word mail merge

MAIL MERGE - INTRODUCTION

Mail merge is an important tool for Microsoft Word that is used to send a particular letter or document to multiple recipients.

For example, if you want to send your birthday invitation to your all friends and every friend have different details such (Name, Address, Contact number, etc.) so now to quickly perform this task we can use the mail merge tool.  

MAIL MERGE STEPS

1. Create your document.

2. Click on the “Mailings”

3. Click on the “Start Mail Merge” tool and select “Letter”

4. After it, click on “Select Recipients” and select “Type New List”

5. Click on “Customize Columns” button.

6. Delete all unwanted fields (By Delete button) and add your desired fields (by Add button)

7. Insert your real data items

8. Click on “OK” button and save the file.

9.  Now Click on “Insert Merge Field” and add fields in the required location.

10. Finally, Click on “Finish & Merge” tool and select “Edit Individual Document”

Mail Merge Screen

HOW TO CONNECT  MAIL MERGE WITH EXCEL DATA

Normally Mail merge perform with help of already existing excel file data and this process make more simple to create mail merge document.
In this example, we are going create both files (Excel file and Document for mail merge)
So first create an excel file with following data and save it with name"Record"

Now create the following Microsoft Word document for mail merge.

Note: In the above document (Name), (Marks), and (Grade) inserted for 'Merge field', so they will replace with their actual 'Merge fields' as this document connects with Microsoft excel file. 

STEPS FOR MAIL MERGE

1. Click on "Mailings"

2. Click on "Select Recipients" tool.

3. Select "Use Existing List" option.

4. Select Excel file "Record" and open it.

5. Select the data sheet and click "Ok" button.

6. Click on "Insert Merge Field" tool and insert the fields.

7. Now click on "Finish & Merge" tool and select "Edit Individual Document"

 

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