The first choice, Letters, is the most common, but you can also create labels, envelopes, email messages, and even a directory you can use for an employee roster, a product listing, a course catalog, or something else that fits your needs ( Figure B).īegin the process by choosing the type of document you want to create.Ī few versions of Word ago, the developers-that-be introduced the Mail Merge Wizard - to the relief of many users. Click the Mailings tab and then click Start Mail Merge to see your choices. Word gives you a range of choices for the type of merge document you want to create. Figure A Some templates already have merge fields entered for you. If you start from scratch, you'll need to add your own fields to the document (which you will do in step 6). If you start with a template, you can use the fields that are already in place when you merge your data. You can use one of Word's merge templates (click the New tab in Backstage view and type merge in the Search Templates box then press ) or create a new blank document where you can add the desired text and fields. When you're ready to create the document you want to merge the data into, you have a couple of options. This will help you later when you create your letter. But before you begin the merge process, look at the data to see what the fields are (First Name, Last Name, Product, for example) and get an idea of the fields you're likely to use in the merge process.
Word can use data from a wide variety of sources, so don't worry - you'll get to import the data in the next step. The list of data you use - which could include names, addresses, products, donations, and more - may be stored in an Excel worksheet, an Access table, a text file, or even an Outlook contacts list. If you're new to the data game, or you aren't the one responsible for keeping track of your donor or customer list, that may be an unfamiliar task. The best place to start for any mail merge process is with a clean data list.
How to do a mail merge in word 2010 pdf#
Note: This article is also available as a PDF download. Mail merge is one of those procedures most people use infrequently, so even if you're an old hand a Word, a refresher might be helpful.
How to do a mail merge in word 2010 how to#
Word 2010's mail merge process makes the task fairly simple - provided you know how to follow the right steps. You don't want to create 100 Word documents and type in each name and address separately, do you? Of course not. So you need to send 100 letters to the biggest donors in the Midwest region.
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