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MAIL MERGE FROM EXCEL LIST HOW TO

Template File : the document that holds the message you’ll be sending out (like a letter or an email).

How Does Mail Merge Work?įirst, you need to understand the two essential components of every mail merge. Let’s now explore how a mail merge works. Instead of typing a letter for each recipient, you can use a form letter to make quick, unique, personalized letters for each person.Įssentially, if there’s a document you need to personalize at scale, mail merges can take care of it for you! Note: A form letter is a template file used to create mass letters. You can use mail merges to create personalized messages automatically for: This spares you the trouble of manually personalizing each document yourself! What Are Mail Merges?Ī mail merge lets you create personalized documents that are automatically customized on a recipient-by-recipient basis.

MAIL MERGE FROM EXCEL LIST HOW TO

How to Use Mail Merge to Send Mass Emails.Two Problems of Using Microsoft Word to Send Mass Emails.How to Use Mail Merge to Send Bulk Letters.(Click on links to jump to specific sections) Later, I’ll mention two issues of using the traditional method for mail merges and suggest a better and more powerful alternative to help you send mass emails.Īdditionally, I’ll also answer seven FAQs associated with mail merges. Then, I’ll go over how to mail merge using an Excel spreadsheet and a Word document. In this article, I’ll first cover what a mail merge is and explain how it works. It works by automatically adding personalization data from a data file (for example, a spreadsheet) to a template file (like a letter or an email). Once you’ve confirmed everything is set properly, click “OK.A mail merge is a handy way to send personalized mass letters and bulk emails quickly. For example, “First Name” should match with “First Name,” and so on. In the “Required for Address Block” group, make sure each setting matches the column in your workbook. In the “Insert Address Block” window that appears, click the “Match Fields” button. Select the first label, switch to the “Mailings” tab, and then click “Address Block.” Now it’s time to add your mail merge fields in Word’s labels.

Step Four: Add Mail Merge Fields to the Labels Your labels are now connected with your worksheet. Make sure to enable the “First row of data contains column headers” option if it’s not already and then click “OK.” If you have multiple sheets in your workbook, they’ll appear here. Use it to locate and select your mailing list file. Once you’re finished, your list should look something like this:Ī drop-down menu will appear. Once you’ve finished creating the headers, go ahead and input the data. RELATED: How to Create and Print Labels in Word You can even insert images in the mailing labels if you want, but that step would come later in Word. This is the standard information you’ll find on mailing labels. Our list will include the following headers: To properly illustrate the steps, we’ll go with a personal mailing list in this example. Also, if your list is for companies and not individual people, you can omit the “First Name” and “Last Name” header and just go with “Company Name” instead. Titles are always nice, but it’s important that you know which title a person goes by before creating the labels.

Which headers you include depends on which information you plan to use in the mailing labels. Place those headers in the first row of each column. The first thing you need to do is create a column header respective to the data that goes in each column.

If you haven’t created the list yet, despite Excel’s lack of the mailing label function, we still highly recommend you use Excel since it’s better for organizing and maintaining data than using a Word table. If you have already created a mailing list in Excel, then you can safely skip this test.