How to do an envelope mail merge
A mail merge! A classic technique to send personalized letters or documents to a large number of recipients. Here's a step-by-step guide on how to do an envelope mail merge:
Software Requirements:
- Microsoft Word (or any other word processing software that supports mail merge)
- A database or spreadsheet containing the recipient information (e.g., names, addresses, etc.)
Step 1: Prepare the Database
- Create a spreadsheet or database with the following columns:
- Recipient Name
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country (optional)
- Enter the recipient information in the respective columns.
Step 2: Create the Envelope Template
- Open Microsoft Word and create a new document.
- Set the page layout to "Envelope" (usually found under "Page Layout" or "File" > "Page Setup").
- Choose the envelope size and orientation (e.g., #10 envelope, landscape).
- Design the envelope template with the following elements:
- Recipient's name and address
- Return address (your organization's name and address)
- Any additional information you want to include (e.g., a logo, a message)
Step 3: Set up the Mail Merge
- Go to "Mailings" > "Start Mail Merge" > "Envelope" (or use the shortcut Ctrl+Shift+E).
- Select the database or spreadsheet you created in Step 1.
- Choose the fields you want to use for the mail merge (e.g., Recipient Name, Address Line 1, etc.).
Step 4: Merge the Envelopes
- Click "OK" to start the mail merge process.
- Word will create a new document with the merged envelopes.
- Review the envelopes to ensure the information is accurate and formatted correctly.
Step 5: Print the Envelopes
- Print the envelopes using your printer.
- Make sure to use a high-quality printer and paper to ensure the envelopes look professional.
Tips and Variations:
- Use a mail merge template to simplify the process and ensure consistency.
- Use conditional formatting to highlight errors or missing information.
- Use a barcode or QR code to track the envelopes or add additional information.
- Use a third-party add-in or software to automate the mail merge process.
- Consider using a digital mail merge service to send electronic envelopes or documents.
By following these steps, you'll be able to create personalized envelopes for your recipients using a mail merge. Happy merging!