Microsoft word 2007 mail merge guide

Download the example to work along with the video. The Mail Merge task pane appears and will guide you through the six main steps to complete a merge. View full details. Add one to cart. Add multiple. Outlook Mail Quick Reference. Word Introduction Quick Reference. Word Formatting Quick Reference. Anyone you remove from your recipient list in this step will be removed from any mail merge project that uses this data file in the future.

The next step is to add personalized content like contact names and addresses to your form letter template Word mail merge document. Note: You can add a personalization variable at an insertion point of your choice in the Word document.

For example, to add a greeting line before the body of your letter , simply place the text cursor at the point you want to add it. In the window that appears, choose an address block format of your choice and click OK.

In the dialog box that pops up, select the format you want to use and click OK. You can see a drop-down list of some mail merge labels. These labels are the column names in your Excel spreadsheet. Click on the mail merge fields you want to add to your letter. Note: You can also use the Match Fields feature to manually match your Excel column fields with the Word placeholders.

This way, you can ensure that all the mail merge fields are accurately mapped to your Excel column names. After personalizing the form letter for each recipient, you can preview the letters to see how they look with the data inserted from your Excel worksheet. Step B To preview the result for each recipient, you can enter the recipient number the corresponding row number in your Excel spreadsheet in the text box.

Note: You can also click on the Next and Previous buttons to quickly scroll through your mailing list to preview the letter for each person. If you realize someone who is scheduled to receive your bulk email should be removed from the recipient list , refer to Step 3 D for instructions.

You can also reuse the merged document for sending additional letters — just open it and click Yes when Word prompts you with this alert:. You can use mail merge to quickly create personalized emails for newsletters, promos, and other email marketing messages. Here, your mailing list is the data file , while the email is the mail merge template.

Just follow the same steps to send merged emails to your mailing list. While you can use a Microsoft Word document to create merged emails, there are two major drawbacks with this approach :.

Image Source: Twitter. Now , imagine sending hundreds of such embarrassing emails! GMass is a powerful mail merge tool that lets you easily create and send tons of emails from your Gmail account. Its advanced mail merge features have made it a popular tool used by employees from LinkedIn, Uber, Google, and Twitter.

GMass is also perfect for individuals and groups like clubs, schools, churches , and other institutions to send emails to a target audience. With GMass, you can easily create a mail merge with a data file stored as an Excel spreadsheet or a Google Sheet.

Why would you want to do this? Because Google Sheets is far more powerful than Microsoft Excel for mail merging. Its automatic cloud-sync feature auto-saves your work with each edit made in the spreadsheet. Additionally, Google Sheets is completely free and can be used by anyone with a Google Gmail or Google Workspace account. Step C In the window that appears, click on the Upload tab to import your Excel sheet. Step D You can now choose the file you want to import from your computer. To select the file, click on the Select a file from your device button.

Step E Choose the Excel file you want to import from your computer and click on the Open button. Step F Your file will be automatically imported as a new Google spreadsheet, which becomes your mail merge recipient list and data file. Your Google Sheet must be well-formatted before you use it with GMass. GMass will auto-detect all column names during the mail merge process.

It will automatically use the column labels in your Google Sheet as the placeholders in your email template. After logging in, you can see three new GMass buttons next to your Gmail search box.

It only makes the buttons appear in your Gmail account. You have to link it to your Gmail account as above to activate it. For example, the fields that I chose to insert into my form letter included the typical address fields like first and last name, address, city, etc. The first image shows the list of fields to insert, and the second image below shows what my document looked like with the merge fields inserted.

Next you can preview the results to make sure that everything looks the way you want it to. The image below shows what each document would look like after the information from the recipient list was placed into the document.