If you’re looking for a simple way to customize your bulk emails with personal information, the Mail Merge feature is the best choice. Using this option, you can customize all kinds of data, either using Word or Excel. To use the Mail Merge option, first, you need to know about two key components. They are Template File and Data File. Use the below given how to format excel spreadsheet for mail merge instructions to customize spreadsheet for mail merge.
Template File: The document that can be shared via a letter or an email. Data File: Personalized information that can be added to the Template file.
Now, let’s see how to create and format your address list in Microsoft Excel.
For example, consider you have created the column header in the following series: First Name, Last Name, and Email. But, if the column header in your Word document is in the First Name, Email, and Last Name format. In this case, you need to re-create the column header as in the Word document and proceed with how to format excel spreadsheet for mail merge manual.
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