How do I use Mail Merge in Word 2007 or 2010

Mail Merge is linking together a document with a source of data which could be names and addresses.  Only one document is needed and when linked to the data source it creates the required number of documents from the number of records (rows of data) in the data source.

Here’s how it’s simply done:  It’s easier to create the document you want to use first but you don’t have to.

  • Create a letter but leave blanks for name and address like this example.

How do I use Mail Merge in Word 2007 or 2010

  • We can now start to use the mail merge feature.  Click on the Mailings ribbon and Start Mail Merge.
  • Select the step by step mail merge wizard at the bottom of the list.  This will lead you through the mail merge process.

How do I use Mail Merge in Word 2007 or 2010

  • Select your document type.  In this example we will say ‘Letters’ click on next shown at the bottom in blue text.

How do I use Mail Merge in Word 2007 or 2010

  • Choose the document you will be working on.  In this example we are using the current document.  Click on next shown at the bottom in blue text.
  • We now need to type a list of the people we will be sending this letter to.  In this example we will type a new list.  You could browse for an old list or even select from your contacts in Outlook!

How do I use Mail Merge in Word 2007 or 2010

  • Once you have typed in the information into the columns click on OK and save the list with the name ‘letter data’.  Click OK on the next dialog box then click on next at the bottom.

How do I use Mail Merge in Word 2007 or 2010

  • Now you can insert the merge fields into the document.  Click where you want the person’s name to go.  Click on Insert merge field in the Mailings ribbon.  Choose ‘Title’ press space then ‘first name’ press space then ‘last name’.  Continue in the same way with the address.  Click on next when complete.

How do I use Mail Merge in Word 2007 or 2010

  • We can now preview the results so we can see the data appear in our letter.  Click on Preview results on the Mailings ribbon.  Use the left or right arrows to move through your letters.

How do I use Mail Merge in Word 2007 or 2010

  • If you want to exclude someone from the merge there is an exclude button in the right panel. (You may need to click the blue next option again to bring up the Preview section)
  • If you have excluded someone, to bring them back, click on Edit recipient list in blue (just above the exclude button!) and tick the empty box next to their name.  When complete click on next.

How do I use Mail Merge in Word 2007 or 2010

  • It is now time to complete the merge process. Click the blue Next option again and you can either send the document to Print directly or you can choose edit individual letters which allows you to see all the letters on screen first.  Your mail merge is complete!

This is how to use mail merge in Word 2007 and 2010. If you want to learn more about Word, then why not attend one of our Word Courses.

 

 

 

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