Click Database Fields to see the list of fields that are in your data source. If you don’t see your field name in the list, click the Insert Merge Field button. 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, choose Insert Merge Field.Ĭhoose Database Fields to see the list of fields that are in your data source. Click in your document where you want to add the mail merge field. If you want to personalize a document by including your recipients' first names, insert the First_Name merge field on its own.Ĭlick or tap where you want the merge field.Ĭhoose the down-arrow under Insert Merge Field, and select a field. If you dont yet have a data source, you can even type it up in Word, as part. Excel spreadsheets and Outlook contact lists are the most common data sources, but any database that you can connect to Word will work. Also, a merge field like First Name doesn't have to be part of an Address Block or Greeting Line. Your first step in setting up a mail merge is to pick the source of data youll use for the personalized information. In Excel, your address list must match the tabular structure that mail merge requires. Step 1: Prepare the worksheet data in Excel for the mail merge. Preview the mail merge Complete the mail merge Step 7: Save the labels for future use. To include data like phone numbers or email addresses, you insert those merge fields specifically. Run the mail merge from Outlook Format the merged data Step 6: Preview and print the labels. Add a Greeting LineĬlick or tap where you want to add the greeting in your document.Ĭhoose the name style that you want to use, and set other options. Use the Start Mail Merge drop-down arrow to select 'Step-by-Step Mail Merge Wizard.' Youll see a sidebar open on the right which walks you through the mail merge process. Word gives you options for choosing the formality of the name in the address. When you finish your message and are ready to create the merge, go to the Mailings tab. ![]() On the Mailings tab, choose Address Block ![]() Add an Address BlockĬlick or tap where you want to add the address block in your document. ![]() If you don’t have a mailing list yet, click Type New List to create your list in Word. To send an email, a MAPI-compatible email program like Outlook or Gmail needs to be installed. Before you begin, open a blank document in Word and type the body of the email message you want to send. Word for Microsoft 365 Word for Microsoft 365 for Mac Word 2021 More. Note: If the merge field commands appears dimmed, click Select Recipients and choose the kind of mailing list you’re using. Use mail merge to send bulk email messages.
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