choose the kind of merge you want to run. On the Mailings tab, choose the ‘Start Mail Merge’ button, a list of different types of documents will drop down (i.e. In Word, open the existing file and press the ‘Mailings’ tab in the main menu. When creating a mail merge you have the ability to use an existing document/letter.
Changes or additions to your spreadsheet are completed before it’s connected to your mail merge document in Word. The Excel spreadsheet to be used in the mail merge is stored on your local computer. SETUP EMAIL IN WORD 2016 FOR MAC ZIP
All data entries with percentages, currencies, and zip codes are correctly formatted in the spreadsheet so that Word can properly read their values. All data to be merged is present in the first sheet of your spreadsheet. Make sure the column names on your spreadsheet match the field names you want to insert in your mail merge. Here are some tips to prepare your data for a mail merge: You’ll use your Excel spreadsheet as the data source for your recipient list. The most important step in the mail merge process is to set up and prepare your data. If you have a different version of Word, there may be some slight differences however, the same basic program flow should apply. NOTE: The examples shown below contain sample screen shots from Microsoft Word 2016. There are three documents involved in the mail merge process: For more info, see Set up a mail merge list with Word.Performing a Mail Merge is a great way to generate personalized letters or emails. Word data file is a data source you can create on the fly, within Word. See Use Outlook contacts as a data source for a mail merge Outlook Contact List contains data in a format that can be read by Word. For more info, see Prepare your data source in Excel for a mail merge in Word for Mac. Excel spreadsheets and Outlook contact lists are the most common data sources, but if you don't yet have a data source, you can type it up in Word, as part of the mail merge process.Įxcel spreadsheet works well as a data source if all data is on one sheet and the data is formatted so that it can be read by Word. Your first step in setting up a mail merge is to pick the source of data you'll use for the personalized information. This type of document is also called a catalog merge.Ĭreate a directory of names, addresses, and other information Use it to print out your contact list, or to list groups of information, like all of the students in each class. You'll be sending the email directly from Word.Įnvelopes or Labels where names and addresses come from your data source.Ĭreate and print a batch of envelopes for mailingĬreate and print sheets of mailing labelsĭirectory that lists a batch of information for each item in your data source. Each letter prints on a separate sheet of paper.Ĭreate and print a batch of personalized lettersĮmail where each recipient's address is the only address on the To line. Letters that include a personalized greeting. 
Follow the links for details about each type: Word provides tools for incorporating your data into the following kinds of documents. Use Outlook contacts as a data source for a mail merge
If you know you'll be using Excel or Outlook as the source of your data, see: If you don't yet have a data source, you can even type it up in Word, as part of the mail merge process.įor details about data sources, see Data sources you can use for a mail merge. Excel spreadsheets and Outlook contact lists are the most common data sources, but any database that you can connect to Word will work.
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