How To Make A Mail Merge Template In Word?

Mail Merge is the easiest way to print or email a letter to multiple recipients simultaneously. But, if you are searching for the how to make a mail merge template in word steps to create a new mail merge template in Word, the following instructions will help you to do it with ease.

The instructions given below are suitable for Microsoft Word versions: 2010, 2013, and 2016.

Creating a Mail Merge Template in Word

  • Step 1:Open a blank Microsoft Word document.
  • Step 2:Go to the Insert tab.
  • Step 3:From the Quick Parts list, select the Field option and proceed with how to make a mail merge template in word manual. 
  • Step 4:Select the Mail Merge option from the Categories list.
  • Step 5:Similarly, select the merge field option from Field names. Enter the required information and click OK.
  • Step 6:That’s it. The Mail Merge template has been created successfully in Word.

Procedure To Use Mail Merge In Microsoft Word

  • Step 1:Open a new Microsoft Word document.
  • Step 2:Click on the Mailing tab.
  • Step 3:Now, you can find a list of menus displayed under the Mailing tab.
  • Step 4:Click the Start Mail Merge option in the Start Mail Merge group.
  • Step 5:From the list of options, select the Step-by-Step Mail Merge Wizard option.
  • Step 6:Now on following how to make a mail merge template in word manual, Select document type wizard will appear on the screen.
  • Step 7:Choose the document type from the list of options. (In this section, let’s choose Letters as the document type.)
  • Step 8:Click the Next: Starting document option. 
  • Step 9:Now, choose one from the following options as your starting document: 
    1. Use the current document
    2. Start from a template
    3. Start from an existing document 
  • Step 10:For example, consider you have selected the Use the current document option. Now, click on the Next: Select recipients command. In case you have selected the Start from existing document option, then you can see the changes in the views and options. When prompted, select the document you wish to use. Once you select the document, the Mail Merge Wizard will return you back to Use the current document.
  • Step 11:When prompted to select the recipients, click the radio button beside the Type a new list option.
  • Step 12:Click the Create command under the Type a new list section. 
  • Step 13:Now, a dialog box titled New Address List will appear on the screen.
  • Step 14:Enter the recipient details in the given fields. Click the OK button. 
  • Step 15:Now, follow the on-screen instructions to complete the mail merge process.

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