How to mail merge multiple records on one page

The classic mail merge conundrum!

To mail merge multiple records on one page, you'll need to use a technique called "grouping" or "batching" in your mail merge software. Here's a step-by-step guide to help you achieve this:

Software Requirements:

Step-by-Step Instructions:

  1. Prepare your data source: Create a spreadsheet or database with the records you want to mail merge. Make sure each record has a unique identifier, such as a customer ID or order number.
  2. Create a mail merge document: Open Microsoft Word and create a new document. Go to the "Mailings" tab and click on "Start Mail Merge" > "Step-by-Step Mail Merge Wizard."
  3. Select your data source: Choose the spreadsheet or database you created in step 1 as your data source.
  4. Set up the merge fields: Identify the fields you want to merge, such as names, addresses, and order details. Drag and drop these fields into your Word document using the "Insert Merge Field" button.
  5. Group records: To group multiple records on one page, you'll need to use a "Group" field. This field will help you merge multiple records together. Create a new field in your data source, such as "Batch Number" or "Order Group." This field will serve as a unique identifier for each group of records.
  6. Use the Group field: In your Word document, insert the Group field where you want to start a new group. This will create a new section for each group of records.
  7. Merge records: Use the "Insert Merge Field" button to insert the other merge fields (e.g., names, addresses, order details) within the group section. These fields will be repeated for each record within the group.
  8. Repeat the group: To create multiple groups on one page, repeat the process from step 6, inserting a new Group field and merging records for each group.
  9. Format the output: Adjust the layout and formatting of your document to accommodate multiple groups on one page. You can use section breaks, page breaks, or other formatting techniques to achieve the desired layout.
  10. Save and print: Save your mail merge document and print it or export it as a PDF.

Tips and Variations:

By following these steps, you should be able to mail merge multiple records on one page using Microsoft Word or other mail merge software. Happy merging!