How to setup Mail Merge on Microsoft Word

May 25th, 2009 by @HKw@! | Filed under Ms Office.

Recently i just learn about mail Merge. I did use mail merge function to create envelop label and letter. It help me a lot when i try to send out letters to many people.

Here i will show your how to setup mail merge on Microsoft word.

Step A – Create a Data File in Excel

  • launch Excel program
  • To create mail merge data file,  enter the field names on each column (don’t skip any column).
  • After that, enter the data on each rows (don’t skip any rows).
  • excel-mailmerge
  • Save the excel file. Eg: data.xls

Step B – Create as letter in Word

  • From Mailing -> select Start Mail Merge -> Step by Step Mail Merge Wizard…
  • mail-merge-wizard
  • Document Type, select Letters. Click Next : Start document
  • mail-merge-wizard-1
  • Use current document and click next to select recipients
  • mail-merge-wizard-2
  • Select use existing list. Click browse to select Excel that we create just now.
  • recipients1
  • Select the Excel that you create just now, after that select sheet that you store data and click ok
  • recipients2
  • Once you select the sheet, you able to see the data on your data file. Click OK to select
  • recipients3
  • Click Next : Write your letter
  • Here, i will create a letter and place the merge fields.
  • Select field from the Insert Merge Field list. Continue insert the field and write the letter.After that, click next to preview the letter. Then, Click Complete the merge.
  • insert-merge-field
  • letter

Step C – Merge the Files

  • Open the letter that you created just now
  • Below are the letter with the field code insert
  • letter
  • Select the Recipient list from Mailings->Select Recipients->Use Existing list
  • Browse the data files that you created just now. In this example, we using data.xls
  • Click on Preview Results button to preview the content of your letter.
  • preview-result
  • To merge all you document to new document. Just click on Finish & Merge ->Edit Individual Documents…
  • merge-documents
  • merge-documents1
  • Now you should able to see the merge letter. You will notice the data specific to each contact

I hope this tutorial will help you. If this tutorial have any problem, please give a comment. :-)

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