How To Do Mail Merge In Ms Word

1. How To Do Mail Merge In Ms Word 2010
2. Ms Word Mail Merge Labels
3. Mail Merge Google Docs
4. How To Set Up A Mail Merge
5. How To Do Mail Merge In Ms Word 2007

See the rest of the videos in this playlist here Get the complete 7-hour Word 2019. Learn how to use mail merge in Microsoft Word to create labels, form letters, envelopes and emails with identical layout, formatting, text and graphics, Introduction to Word or equivalent knowledge is.

Summary

This article explains how to perform a mail merge with a Microsoft Outlook Contacts list in Microsoft Word.

Verify that contacts are displayed

To use the mail merge feature with an Outlook Contacts list, you must select the Show this folder as an e-mail Address Book check box in the Outlook Contacts Properties dialog box.
If no contact files are listed in Outlook, follow these steps:

1. Right-click the contacts subfolder that is not being displayed, and then click Properties.

2. On the Outlook Address Book tab, click to select the Show this folder as an e-mail Address Book check box, and then click OK.

For more information about how to start a mail merge from Microsoft Outlook, click the following article number to view the article in the Microsoft Knowledge Base:

287561 How to use the Mail Merge feature with contacts in Outlook 2002 and Outlook 2003

Mail merge with Outlook Contacts list

To perform a mail merge with an Outlook Contacts list in Word, follow these steps, as appropriate for the version of Word that you are running:

1. Microsoft Word 2002
   On the Tools menu, click Letters and Mailings, and then click Mail Merge Wizard.
   Microsoft Office Word 2003
   On the Tools menu, click Letters and Mailings, and then click Mail Merge.
   Microsoft Office Word 2007
   On the Mailings tab, click Start Mail Merge, and then click Step by Step Mail Merge Wizard.
   

2. In the Mail Merge task pane, click Letters under Select document type, and then click Next: Starting document.

3. Use one of the following procedures:
   

   • If you want the want the body of the letter to be the document that is currently open, click Use the current document under
     Select starting document. Go to step 5.

   • If you want the want the body of the letter to be an existing template, click Start from a template under
     Select starting document, and then click Select template.

   • If you want the want the body of the letter to be an existing document, click Start from existing document under
     Select starting document. Click Open, and then select the file that you want to use as your main document.

4. Click Next: Select recipients.

5. Under Select recipients, click
   Select from Outlook contacts. Under Select from Outlook contacts, click Choose Contacts Folder.

6. In the Select Contact List Folder dialog box, select the contact list that you want to use, and then click OK.

7. In the Mail Merge Recipients dialog box, make any changes that you want, and then click OK.

8. Click Next: Write your letter. Type your letter, if you have not already done so. Click where you want to insert the first field. In the Mail Merge task pane, click the field that you want to insert under Write your letter.
   Alternatively, click More Items to display the Insert Merge Field dialog box, and then insert the field that you want. When you have finished writing your letter and inserting merge fields, click
   Next: Preview your Letter.

9. Click the left arrow or the right arrow to preview the way that the merged document will look for each recipient. Make any changes that you want. When you are finished, click Next: Complete the merge.

10. Click Print.

References

For more information about mail merge, click the following article numbers to view the articles in the Microsoft Knowledge Base:

294684 How to use Mail Merge to create mailing labels in Word 2002

290408 Frequently asked questions about mail merge

294693 How to use mail merge to create a directory in Word 2002 and in later versions of Word

294685 How to use mail merge to create envelopes in Word 2002 and in later versions of Word

294694 How to use mail merge to create e-mail messages in Word 2002 and in later versions of Word

294695 How to use mail merge to create faxes in Word 2002 and in later versions of Word

294683 How to use mail merge to create form letters in Word 2002 and in later versions of Word

Have you ever wished that you could do an email Mail Merge with PDF attachments as the merged results? There are a variety of reasons you may want to do this. Maybe you would like to send individual PDF letters to students via email attachment, or perhaps you want to have a partially completed PDF form that is personalized for each person you are emailing. The possibilities are endless! By the way, big thanks to Julie and Meghan for having an awesome question in last week’s Word session that has inspired this Byte!

Background

• Today I am going to be referencing an Add In that comes with the installationof Acrobat DC on a computer. Torequest Acrobat DC, or other Adobe CreativeCloud programs, contact the Help Desk at 4357.

• Also, for these exercises, I am assuming you have some experience with Mail Merge in Word. If you have never merged before, or are not comfortable with the process, please come attend my Microsoft Word Essentials training! You will be comfortable with it in no time.

Exercise Files

Here are a couple files for experimentation, if you would liketo follow along:

• Sample Letter Word Document: this is your file that you would like to turn into a merged PDF for recipients. This is a fictional letter for potential students.
• Mail Merge Database Excel File: this is a fictional database for linking to the merge document.
• Important: you should save these both to your desktop before starting, since you will have to browse to find the Excel file when merging.

Creating the Merge

You will start this merge like any other email merge:

1. Open the Sample Letter Word file.

2. Go to Mailings tab and select Start Mail Merge

3. Select Letters

4. Select Recipients and browse for the Excel file

5. Insert Merge Fields as desired. I am going to insert:

• Address block
• Greeting line, and
• Interest field

How To Do Mail Merge In Ms Word 2010

Work Offline

In real life, this is an optional step when doing an emailmerge, but I will ask you to do it this time, since we are working with fakeemail accounts, and you probably don’t want to receive a bunch of bounce backemails. When you work Offline in Outlook, it allows you the opportunity toreview your email merge before going back online and sending them.

• In Outlook, go to the send/receive tab and select Work Offline.

Finish and Merge

1. Instead of going to Finish and Merge, like we usually do, we are going to select Merge to Adobe PDF.

2. In the popup screen:

• Specify a name for your PDF

• Check the box next to Automatically send Adobe PDF files by Email. Email data will populate by default, but that is something that could be changed if the wrong column is selected.

• Type in a special email Message, if desired.

• Press Ok

Ms Word Mail Merge Labels

3. Select a location to save the merged PDF files. This creates separate PDFs for each of the merge results, for your records.

If there you don’t see a location that will work, notice you can also create a new folder in the lower left.

Double Check Results

1. Open your Outlook.
2. Since you are working Offline, these files are going to be sitting in your Outbox. You should see a number on the left side of your screen next to Outbox. Click on the Outbox to access the folder.

3. You will see a list of emails. Double click on any of them and take a look at the email that is set to send. You will see your message, subject line, and a PDF attachment.

4. Double click on the attachment. Here is the letter you wanted to send, as a PDF attachment.

5. The individual PDFs are also living wherever you chose to store them on the previous section, step 3.

Work Online

Don’t forget that you need to go back online again with yourOutlook! When you go back online, all of the emails in your outbox are going tosend automatically, and in this case (with our fake emails) is not a good idea.

1. Click on the red X to the right of of each ofthe emails to delete them.
2. When you are finished, revisit the Send/Receive tab and toggle off the Work Offline button to go back onlineagain.

Thoughts?

Mail Merge Google Docs

Will you use this in your area? I would love to hear how youplan to use this tool!

How To Set Up A Mail Merge

Congratulations, Power Users!

How To Do Mail Merge In Ms Word 2007

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