how to set up a mail merge word mac 2011

You can use the refinement options below the list to sort and filter recipients. Check the boxes for the people you want to include in your emails.

Word lets you select the recipients you want to use for the mail merge if you don’t want to use everyone on the list.

Select the sheet containing your data, check the box next to “First row of data contains column headings” and click “OK”.

Word will ask which sheet from the table you want to use.

This will open the spreadsheet in Microsoft Word

Go to your desktop and double-click the Excel spreadsheet you created earlier.

Then click Browse to import the Excel spreadsheet. You can select the “Enter a new list” option if you have not yet collected your recipient data. This is because you have already created an Excel spreadsheet containing your recipients’ data.

In the Select Recipients section, select Use an existing list.

Then click Next: select the recipients below. If your letter is in another Word file, click “Start from Existing Document” to open that file. Select the Use Current Document option to use the current letter for the task.

On the next screen, Word asks which document you want to use for the mail merge.

Then click Next: Start Document at the bottom to continue. You can select Email Messages if you want to send an email. In the first section labeled “Select Document Type” select “Letters”.

A new panel will appear on the right side of the screen.

While your email is still open in Word, click the Mailings tab at the top, select the Start Mail Merge option, and select “Step by Step Mail Merge Wizard”.

This makes it much easier to select the letter you want to use, add the desired recipients and dynamically change the content of the letter. Microsoft Word allows you to create a mail merge using a step-by-step wizard.

Do not close the document while you merge in the section below.

At the top of the letter will be the name of the person, and below his city. We’ve created the following simple email to send to our recipients.

You can use whatever colors, formatting, font styles, and other elements you like.

Write the letter you want to send to recipients.

Click Home in the left sidebar and select Blank Document in the right sidebar.Launch Microsoft Word from the Start menu on your computer.You will add this later when you run the mail merge in Microsoft Word Some examples include writing a greeting line, asking how are you, sharing thoughts, etc.ĭo not fill in the fields where you want to place information about the recipients. This letter should contain information common to all recipients. You will need to write a sample letter that you want to send to each of the recipients. You can close Microsoft Excel on your computer.This will make it easier to find your table when using it in Microsoft Word Go to your desktop, enter a name for your Excel spreadsheet, and click the Save button to save the spreadsheet to your desktop.Click the File menu at the top, select Save in the left sidebar and click the Browse button.For each of these people, we will create a custom mail merge letter in Microsoft Word In the following example, we have created a table with some data for four people.If you are going to enter someone’s name, use the name as the title on the first line, and so on. Be sure to use the first line for your data headers.

Begin entering information for your mail merge recipients.Click the Home tab in the left sidebar and select Blank Book in the right sidebar.Use the Start menu search to find and open Microsoft Excel.Then you can extract this Excel data into a mail merge letter in Microsoft Word The easiest way to do this is to create a Microsoft Excel spreadsheet and add all recipient data to it. You will need to collect the list of recipients and their data into a single data source. Thus, in your regular letter to John, his name and city will be mentioned, and in the same letter to Mike, Mike’s name and his city will be indicated.Ĭreate the recipient list in an Excel spreadsheet You can prepare your document however you want and add placeholders for the various data fields that you want to dynamically populate from the data source.įor example, you can prepare one letter for all your friends asking how they are doing, but with the ability to dynamically change the names and cities in the letter. Mail Merge in Microsoft Word allows you to send personalized letters and emails without having to customize each letter.

How to set up a mail merge word mac 2011