Mail merge example excel

Here is an example of a mail merge in Excel:

Scenario:

You have a list of customers in an Excel spreadsheet, and you want to send a personalized letter to each customer with their name and address. You also want to include a unique order number and total amount for each customer.

Step 1: Prepare the data

Create a new Excel spreadsheet with the following columns:

Enter the data for each customer in the corresponding columns.

Step 2: Create a mail merge document

Create a new Word document or open an existing one. Go to the "Mailings" tab in the ribbon and click on "Start Mail Merge" > "Step-by-Step Mail Merge Wizard".

Step 3: Choose the document type

Select "Letters" as the document type and click "Next".

Step 4: Select the data source

Click on "Browse" to select the Excel spreadsheet as the data source. Choose the worksheet that contains the customer data.

Step 5: Map the fields

Map the fields in the Excel spreadsheet to the corresponding fields in the Word document. For example:

• Customer Name: Merge field "Customer Name"
• Customer Address: Merge field "Customer Address"
• Order Number: Merge field "Order Number"
• Total Amount: Merge field "Total Amount"

Step 6: Insert the merge fields

Insert the merge fields into the Word document using the "Insert Merge Field" button. For example, you can insert the "Customer Name" field in the greeting line of the letter.

Step 7: Preview and print

Preview the merged document to ensure that the data is being inserted correctly. You can also print the document or save it as a PDF.

Example output:

Here is an example of what the merged document might look like:

Dear [Customer Name],

We are pleased to inform you that your order has been processed. Your order number is [Order Number] and the total amount is [Total Amount].

Your order will be shipped to:

[Customer Address]

Thank you for your business.

Sincerely, [Your Name]

Tips and variations:

• You can use multiple data sources and merge fields to create more complex mail merges.
• You can use conditional formatting to highlight specific data or create custom layouts.
• You can use Excel formulas to calculate fields or perform calculations before merging the data.
• You can use Word's built-in formatting options to customize the appearance of the merged document.

I hope this example helps you understand how to perform a mail merge in Excel!