Creating A Mail Merge Document

Creating A Mail Merge Document

Consider the steps given below to creating a mail merge document in Microsoft Word.

  • Step : 1 Open the word document in which you want to perform a mail merge.
  • Step : 2 Navigate to the Mailings tab and select the Start Mail Merge tile. Then, click Start Mail Merge.
  • Step : 3 Select the Step-by-Step Mail Merge Wizard option from the drop-down list.
  • Step : 4 Choose your document from the displayed list. Then, click the Next: Starting document option to go to the first step.
  • Step : 5 Now, select the starting document in the Mail Merge window.
  • Step : 6 To use the current document, select the Use the current document option.
  • Step : 7 Select the Next: Select Recipients option at the bottom of the window to navigate to the second step.
  • Step : 8 When the Select recipients section appears, click the Type a new list option. Then, click Create.
  • Step : 9 Now, create a new list by entering your data in the New Address List window. Then, click the OK button and save the new list.
  • Step : 10 Select the Use an existing list in the Select recipients section.
  • Step : 11 You can also edit the created list by clicking the Edit recipient list.
  • Step : 12 The Mail Merge Recipients dialog box opens up when you click the Edit recipient list.
  • Step : 13 Checkmark the list that you want to edit and perform changes if required. Then, click OK
  • Step : 14 In the third step, select the Next: Write your letter option.
  • Step : 15 When the Write your letter dialog box appears, select Address block to add a recipient address.
  • Step : 16 The added recipient address will be at the top of the document.
  • Step : 17 Select your preferred choices in the Insert Address Block window.
  • Step : 18 Checkmark the required boxes and select the choices on the left panel. 
  • Step : 19 Choose your region from the drop-down list and select the Match Fields tab.
  • Step : 20 Now, you can correct any unmatched lines. Click OK.
  • Step : 21 Select Greeting Line in the Mail Merge window.
  • Step : 22 When the Insert Greeting Line window appears, choose the preferred format from the drop-down list. Then, click OK.
  • Step : 23 In the Fourth step, select Next: Preview your letters.
  • Step : 24 Now, you can preview your letter and make any changes if required.
  • Step : 25 Go to the Fifth step by clicking Next: Complete the merge.
  • Step : 26 You can now print your letter by clicking Print, or mail merge other documents by selecting the Edit individual letters option.
  • Step : 27 By using these steps we can execute to creating a mail merge document.


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