Mail Merge Tutorial: Creating Mail Merges with Excel and Word

This assignment provides a comprehensive, step-by-step tutorial on creating mail merges using Microsoft Excel and Word. The tutorial begins by explaining how to prepare data in Excel, emphasizing the importance of correctly formatted data and field names. It then guides the user through the process of starting a mail merge in Word, selecting recipients, and connecting the data source. The assignment details how to insert merge fields, specifically addressing the insertion of address blocks and greeting lines. The tutorial also covers how to preview the merged documents, navigate through the records, and finalize the mail merge by either printing the documents or sending them via email. Finally, it provides instructions on how to save the mail merge document. The document includes a reference to an online article from Microsoft Support, providing additional context and support for the concepts discussed. This assignment is designed to help individuals learn and apply mail merge techniques, essential for professional communication and data management.

HOW I CREATED
A MAIL MERGE

Covered content
• Introduction
• Step 1: Prepare data in Excel for mail merge
• Step 2: Start mail merge
• Step 3: Insert a merge field
• Step 4: Preview and finish mail merge
• Step 5: Save mail merge
• References

Introduction
Mail merge is utilized so that at a time many documents can
be create. It may consists text, identical layouts, graphics and
so on. Some of particular parts of every papers can be
different as well as individualized.

Step 1: Prepare data in Excel for mail merge
• Name of each column must be same as field names which
an individual wants to insert in mail merge.
• Data which people are going to mixed must be show in
first sheet.
• Entries of data should be adequate.
• Spreadsheet which is using by an individual must be
available in their local system.
• Alterations must be made before connecting to mail mix.

Step 2: Start mail merge
• Primarily, select file, then go to new and choose blank
page.
• On mail tab, go to start mail merge and select start
mail merge. Then select an option as per choice.

Continued...
• Then choose recipients and select current list. (Person
can edit this list also)

Continued...
• Search excel spreadsheet, then select open.
• Select Sheet1$ and then click on OK.

Step 3: Insert a merge field
• At mailing tab, in group which is related to write and
insert field, select address book. People can also insert
greeting line which is come into group of write and
insert fields and to insert data, person has to select
insert merge field.

Continued...
• Then in dialog box of insert address block select the
receiver's name format as it looks at envelop.
• Select OK.
• Select file and then save.

Step 4: Preview and finish mail merge
• At the tab of mailing, select preview.
• If person wants to move through records then they can
select next or previous button.

Continued...
• At finish group, select finish and merge, then choose
an appropriate option either print document or send e-
mail.

Step 5: Save mail merge
• Open document of mail merge and select yes.