Under Greeting line format, change the salutation if necessary by choosing the greeting ( Dear is the default), the format for the recipient name, and the ending punctuation (a comma is the default).In the Insert Greeting Line dialog box, do the following:.On the Mailings tab, in the Write & Insert Fields group, choose Greeting Line.To insert a greeting line in an email message or a letter In the Insert Address Block dialog box, choose a format for the recipient’s name as it will appear on the envelope.On the Mailings tab, in the Write & Insert Fields group, choose Address Block.To insert an address block for an envelope, a label, an email message, or a letter You can insert one or more mail merge fields that pull the information from your spreadsheet into your document. Note: You also can sort or filter the list to make it easier to find names and addresses. In the Mail Merge Recipients dialog box, clear the check box next to the name of any person who you don’t want to receive your mailing.Note: Now the Excel spreadsheet is connected to the mail merge document you’re creating in Word. If Word prompts you, choose Sheet1$ > OK.Browse to your Excel spreadsheet, and then choose Open.Choose Select Recipients > Use an Existing List.On the Mailings tab, in the Start Mail merge group, choose Start Mail Merge, and then choose the kind of merge you want to run.In Word, choose File > New > Blank document.Changes or additions to your spreadsheet are completed before it’s connected to your mail merge document in Word.The Excel spreadsheet to be used in the mail merge is stored on your local machine.Data entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values.All data to be merged is present in the first sheet of your spreadsheet.For example, to address readers by their first name in your document, you’ll need separate columns for first and last names. Column names in your spreadsheet match the field names you want to insert in your mail merge.Here are some tips to prepare your data for a mail merge. You’ll use your Excel spreadsheet as the data source for the recipient list. The most important step in the mail merge process is to set up and prepare your data. Step 1: Prepare data in Excel for mail merge There are three documents involved in the mail merge process: The documents Word can create with mail merge include bulk labels, letters, envelopes, and emails. Only specific sections of each document varies and are personalized. These documents have an identical layout, formatting, text, and graphics. Mail merge is used to create multiple documents at once.
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January 2023
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