How To Do A Mail Merge From Excel

Inserting A Merge Field:

• Step 1: Click the Mailings tab and select the Address Block option.
• Step 2: The Insert Address Block dialog box opens.
• Step 3: Select the checkbox beside the ‘Insert recipient’s name in this format’ option and choose the format.
• Step 4: If needed, you can insert the postal address and company name. Also, select the checkbox next to the ‘Format address according to the destination country/region’ option.
• Step 5: Click the OK option to save the address block settings.
• Step 6: To add a greeting line, select the Greeting Line option.
• Step 7: After adding the greeting line, save it by selecting the OK option and exit the Greeting Line dialog box.
• Step 8: Finally, select OK -> File -> Save.

Mail Merge:

• Step 1: Once done with inserting the mail merge fields, preview it to check if all the details are correct by selecting the Preview Results option.
• Step 2: Go to the Finish & Merge drop-down menu and choose either the Print Documents or Send Email Messages option.
• Step 3: You can also use this mail merge document for future use. To do so, save the mail merge document.

Mac:

• Step 1: Ensure that you have created your Excel spreadsheet.
• Step 2: Open the Office 365 word document on your Mac computer on using how to do a mail merge from Excel guide.

Edit - Mailing List:

• Step 1: Navigate to the Mailings tab and choose the Edit Recipient List option.
• Step 2: Now, the Edit List Entries dialog box will appear on the screen.
• Step 3: Fill the fields that are listed here and then select the OK option to exit the Edit List Entries dialog box.
• First Name
• Last Name
• Address
• City
• State
• Job Title
• Title
• Company
• Step 4: If you wish to sort or filter the data of the recipient, select the Filter Recipients option.
• Step 5: After clicking the OK option, proceed further.

Merge Field:

• Step 1: Go to the Mailings tab and choose the Insert Merge Field option.
• Step 2: Provide the information after adding the required fields, navigate to the File tab, and select the Save option.

Mail Merge:

• Step 1: To preview the mail merge results, click the Mailings tab and select the Preview Results option.
• Step 2: Go through the data by choosing either the Next or Previous option.
• Step 3: Select either the Print Documents or Merge to Email option from the Finish & Merge drop-down menu.
• Step 4: On using how to do a mail merge from Excel instructions, Save the mail merge document to use this same in the future.