Choosing Which Fields to Use in a Mail Merge

Go to Mailings Start Mail Merge Envelopes. Select a Mail Merge from the pulldown and click Continue.

Microsoft Office Tutorials Insert Mail Merge Fields

Choose the type of data source you want to use for the mail merge and then select Next.

. Add and format the fields you want to be included in the email message and choose OK. Next select Send a Mail Merge from the Actions area. To insert merge fields on an envelope label email message or letter.

Click HOME and then check the font and font size. Normally the document opens in Word with the Mailings tab selected ready for you to choose the merge fields. Press Alt F9 so you can see the field codes.

This can be Date Currency Percent or some other field. Next click Step 2. Select the Insert Merge Field option from the dropdown menu to insert merge fields.

In the Envelope dialog box under Return Address choose an option. Click Address Fields to select from address fields that will automatically map to corresponding fields in your data source even if the data sources fields do not have the same name as your fields. Go to Mailings Address Block.

Add name address and other fields in your database through Merge Fields. Format mail merge fields. Go to Mailings Insert Merge Field and then choose the fields to add.

Open MS Word Go to Mailings tab. Insert an empty field. Thanks for reading - please let me know if it helps.

Follow the prompts in the Data Connection Wizard to complete the data connection to the merge document. After you add the fields you want to merge type the information you want to be the same. In your main document select Drag fields into this box or type text and click or tap the text to remove it.

Click Line Spacing to make sure the line spacing matches the spacing in the rest of your document. If you use my Merge Tools Add-in the create the messages it will ask you which account to send the messages from. In the Field name list choose the field from your data source that will determine the conditional text.

In the pop-up window choose Use an existing Mail Merge or Create a new Mail Merge. In Outlook set the account that you want to be used as the Default account and under FileOptionsMailSend Messages check the box for Always use the default account when composing new messages. The database contains the unique elements Sue Jack Peggy etc and the document is your letter invoice label set or another file.

Select the merge field whose format you want to change. Choose the merge field name. Insert a merge field from your mail merge source.

Mail merge works by linking a database to your document. Add personalized content to your letter. You can insert one or more mail merge fields that pull the information from your spreadsheet into your document.

To add a merge field to the document use one of these buttons in the Write Insert Fields group. If you need to sort or filter your mailing list see Mail merge. By default when you click in a field it is displayed with grey shading.

In this article well be using the Mailings tab in the Ribbon to set up and run a mail merge not the Mail Merge Wizard. Mail merge saves you time and effort because it automates the process of entering one unique piece of data into a document. When you run the merge the fields are replaced by data from the source file.

Click Start mail merge and choose Letters. Now select any word or a few words within the letter body and then click on Insert Merge Field on the Write Insert Fields group. In the Page Setup dialog box in the Paper Size list choose.

Edit the mail merge document. Then go to FileOptions and under the Mail CategorySend Options make sure that the Always Use the Default Email to Send Messages is checked off. Go to the previous field.

You can think of them as kind of placeholders that will tell Word where to insert personal details. Press Shift F9 to display the coding of the selected field or Alt F9 to expose the codes of all the fields in your document. In the Comparison list choose a way of comparing the data value.

Once you have selected your Mail Merge you will be on the composereview section of the letter. In the Compare to box enter the comparison value skip this if you chose is blank or is not blank as the comparison. Heres how to implement conditional mail merge in MS Word.

How Mail Merge Works. Select where you want the conditional text to be placed. To change the font size or spacing of the merged content select the merge field name and make the changes you want.

A generic field code looks something like MERGEFIELD Name. For more info see Insert Address Block. Preview and send email messages.

On the Mailings tab in the Preview Results group choose Preview Results to switch from the merged results back to the mail merge fields in your letter. Go to Mailings Insert Merge Field and select the field you want to add. On the Insert Merge Field box choose Database Fields and then select Vehicle Make and Model.

Click Database Fields to select from fields that always take data directly from a. Start the merge and specify the main document. In the Envelope dialog box under Printing Options choose Page Setup.

Go to Mailings Select Recipients Use an Existing List then choose New Source to open the Data Connection Wizard. Note this will break the connection between your Excel file and Word document as a result your mail merge source wont be automatically updated any longer. Word and Outlook will now use whatever is marked as the default email as the sending email address on a mail merge.

See Data sources you can use for a mail merge. Print the merged document.

How To Use Mail Merge In Word