Then write your letter as you normally would, then enter the merged fields. A preview of your Mail Merge Recipients will be shown so you can review it. This will then be merged into your final document. To modify, click on Customize Columns. Then, you can save the changes and then add the information on the cells.
Just make sure to match your field names or column headers to the information that you need to be unique in your document. You can delete or modify the fields and cells depending on the information you want to use for your Mail Merge in Word. Then, a form will be pre-populated with different fields, such as title, first name, last name, company name, address. You can also create a new list and then select Type a new list -> Create. You can use an existing list using your Excel worksheet. Here, you can select your recipients from an existing list, from Outlook contacts, or from a new list that you will type in. This will use the document that you have already opened and use the information on the document. Under Select starting document, choose the radio button beside “Use the current document”. First, choose the document type Letters, using our example. When the Mail Merge Wizard window pops up, follow the step-by-step instructions. The Mail Merge Wizard is a nifty tool that can help beginners work their way into creating mail merge documents. Now, create a new document in Word.Ĭlick on the Mailings tab, click on Start Mail Merge -> Step-by-Step Mail Merge Wizard. Then, create the Form, which is the information that will be sent to your recipients. For our letter example, you can set your fields as separate Field Names, namely Name, Address, and Salutation. Now, prepare the unique information in your Word document, and this should match the fields in your worksheet. Mail Merge will handle combining this data with your letter.
If, for example, you are going to create a letter in Word and you need people’s names and addresses, you need to prepare the data beforehand in Excel. The first thing you have to do before using Mail Merge in Word is to prepare your source data.
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