Mail Merge

Learning Outcomes

  • Perform a mail merge

The Mail Merge feature creates letters, labels, envelopes, and emails all with personalized data. A merge usually requires two documents—the data source file that contains the variable information to be inserted, and a main document with the text and fields that identify where the variable data is to be inserted.

Word has a handy wizard to guide you through the mail merge process.

  1. Click Mailings > Start Mail Merge > Step by Step Mail Merge Wizard.
  2. Click Select Document Type and then click Next: Starting document hyperlink.
  3. At the second Mail Merge task pane, click Start from existing document.
  4. Click the Open button. At the Open dialog box, browse to the data file containing the information to be inserted, and double-click it.
  5. At the third task pane, click on the Use an existing list and then Browse.
  6. At the Select Data Source dialog box, navigate to your storage file and then double-click it.
  7. At the Mail Merge Recipients dialog box, click OK.
  8. Click the Write your Letter hyperlink.

Continue to follow the instructions provided by the wizard to complete your document.

Practice Question