How to use step by step mail merge wizard
The Mail Merge Wizard! A powerful tool in Microsoft Word that helps you create personalized documents, such as letters, envelopes, and labels, by combining a main document with a data source. Here's a step-by-step guide on how to use the Mail Merge Wizard:
Step 1: Open the Mail Merge Wizard
- Open Microsoft Word and create a new document or open an existing one.
- Go to the "Mailings" tab in the ribbon.
- Click on the "Start Mail Merge" button in the "Create" group.
- Select "Step-by-Step Mail Merge Wizard" from the drop-down menu.
Step 2: Choose the Document Type
- In the Mail Merge Wizard, select the type of document you want to create:
- Letters
- Envelopes
- Labels
- E-mail messages
- Directory
- Click "Next" to proceed.
Step 3: Select the Data Source
- Choose the data source you want to use for your mail merge:
- Outlook contacts
- Excel spreadsheet
- Access database
- Text file
- Other data sources (e.g., SQL Server, Oracle)
- Click "Browse" to select the data source file or enter the connection details.
- Click "Next" to proceed.
Step 4: Select the Fields to Use
- In the "Select recipients" window, select the fields you want to use for your mail merge:
- First name
- Last name
- Company
- Address
- City
- State
- ZIP code
- E-mail address
- Phone number
- Click "OK" to proceed.
Step 5: Insert the Merge Fields
- Open your main document and place your cursor where you want to insert the merge fields.
- Go back to the Mail Merge Wizard and click "Insert Merge Field" in the "Write & Insert Fields" group.
- Select the field you want to insert from the list of available fields.
- Click "Insert" to insert the merge field into your document.
Step 6: Preview and Edit the Merge
- Click "Preview Results" to see how your mail merge will look with the data inserted.
- Make any necessary edits to the merge fields or the document layout.
- Click "Next" to proceed.
Step 7: Finish the Mail Merge
- Click "Finish & Merge" to complete the mail merge process.
- Choose whether you want to print the merged documents or save them as a new file.
- Click "OK" to finish the mail merge.
That's it! With these steps, you should be able to use the Mail Merge Wizard to create personalized documents with ease.