Word also has a Step by Step Mail Merge Wizard (found under the Mailings tab > Start Mail Merge button), which basically walks you through the process above. The Mailings tab has five groups of related commands Create, Start Mail Merge, Write & Insert Fields, Preview Results and Finish. In this article, I’ll first cover what a mail merge is and explain how it works. It works by automatically adding personalization data from a data file (for example, a spreadsheet) to a template file (like a letter or an email). If none of the choices matches your envelope size, scroll to the bottom of the list, click Custom size, and then type the dimensions of your. A mail merge is a handy way to send personalized mass letters and bulk emails quickly. If there is no match within your spreadsheet, select 'Not matched.' Click 'OK.
Match the address block names on the left with the fields from your Excel spreadsheet on the right. Click on the 'Match fields' button if your preview doesnt look correct. In the Envelope size box, click the choice that matches the size of your envelope. Click on 'Address block' in the 'Mailings' tab. Click Options, and then click the Envelope Options tab. In addition to letters (which can be any sort of document, including certificates and coupons), you can choose emails, envelopes, labels, or directories as the document type. On the Mailings tab, in the Create group, click Envelopes. Repeat this for other types of documents you'd like to use mail merge for.
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