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Office 2010 mail merge for dummies

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Video: Using Mail Merge in Word 2010 Watch the video (3:30).When you are performing a Mail Merge, you will need a Word document (you can start with an existing one or create a new one) and a recipient list, which is typically an Excel workbook.

If you'd like to work along with the lesson, you can download the fkr below.� Letter (Word document)� Recipient list (Excel workbook)To office 2010 mail merge for dummies Mail Merge:� Open an existing Word document, or create a new one.� Click the Mailings tab.� Click the Start Mail Merge command.� Select Step by Step Mail Merge Wizard. Selecting Step by Step Mail Merge WizardThe Mail 22010 task pane appears and will guide you through the six main steps to complete a merge.

The following is an example of how to create a form letter and merge the letter with a recipient list. Step 1:� Choose the type of document you want to create. In this example, select Letters. Edit Article wikiHow to Perform a Mail Merge in Word 2010Two Methods: With the Mailings Tab Without the Mailings Tab Community Q&ACreating multiple e-mails, and changing the recipients information for each e-mail, can be a tedious task However; Word 2010 comes with a Mail Merge feature allowing the user to create multiple e-mails for different recipients at once.

Although not that many people know how to use mail merge, this article will show maiil how. Follow the rest of ofice Mail-Merge Wizard. Depending on the options chosen different dialog boxes will show up, making very difficult to provide a step by step for the 20010.

However; the rest of the steps are self-explanatory. The easiest way is to add an extra column in your list of recipients that contains the appropriate term of address.

This can then be inserted into your document as another mail merge field in the same way as the person's name. You could input this column manually, or generate the correct term of address using a formula in Excel, based off the Title field.

Note that this doesn't work for non-gender-specific titles, so you'll have to fill those in manually. You can make a formula that outputs a blank for those mrrge. You'll need the "IF" offoce "OR" functions. Ddummies those up using the formula wizard for information about how they work. Categories: Microsoft WordIn other languages:Espanol: hacer una combinacion de dhmmies en Word 2010,�Italiano: Fare Mail Merge in Word 2010,�Portugues: Fazer uma Mala Direta no Word 2010,��������: ��������� ������� � Word 2010 ��� �������� ����� Discuss� Print� Email� Edit� Send fan mail to authors Mail Merge in Microsoft Word 2010; In Word 2010: Mail Merge in Depth, I demonstrate how to take advantage of Word's Mail Merge feature to save a tremendous amount of time creating customized documents.

Mail Merge Doing a mail merge using MS Office 2010 may get you confused or stuck, not because it is difficult or impossible to do, but because there dkmmies specific steps you need to follow. Missing a step, office 2010 mail merge for dummies doing something out of order may give you unwanted results.I would like to help you out and give you step by step instructions, complete with images, on how to do a mail merge and create mailing labels using Microsoft Excel and Word 2010.

I will also go over how to add a return address to your labels.Ready? Let's get started!Address Labels1. To start the mail merge for labels, you should have a list of all the addresses. I put all my addresses in an Excel spreadsheet with specific columns for first, middle, and last name, address, city, state, and zip code, saving all 3,000 of my addresses to my desktop with the name of �3000 names.xlsx�.

You can see a screenshot of my Excel spreadsheet below.2. Now let's open up Word 2010 and click on the Mailing tab all the way on top.3.

Click on Start Mail Merge and then select Labels. Please don't worry if your window looks a little different and you have bigger icons on your toolbar. My Word 2010 window was resized and was not maximized so it was only trying to fit as many options as possible in the space I was allowing.4.

Once you click on Labels, a Label Options window opens. Go ahead and select the Label vendors. In my example I am going to go with the popular Avery US Letter.5. Then select the labels you want. I am going to use 8662 Easy Peel Address Labels as I still have a lot of them left from when I did the merge in Office 2007.

Once you are happy with your selection, click OK.6. After you hit OK, click on Select Recipients and then select Use Existing List. We are going to use that list I mentioned in step 1.7. Point to the location where the excel spreadsheet is located. As you can see, my list is on a desktop in a folder called Addresses. Select your spreadsheet and click on Open.8. Select the appropriate Table � in my example it is the one called 3000$.

If you did not rename your table it is probably just called Sheet1$ - so select that one. Please check the check mark next to the first row of data that contains column headers. You should have column headers otherwise you will only see A, B, C, etc. and it will be very difficult for you to figure out which column is the first name and which one is the zip code.

Once you make the table selection and you check the box, click on OK.9. After you click OK, your Word 2010 document should look like this. You should see each separate label.10. There are two ways of adding the addresses to our labels:a. The first one is to click on the Address Blocki. When you select the Address Block, you need to make sure the format is what you want and that all the fields you want are included. In the example below we select the format with the middle initial, but when we scroll down to record 4, for Lisa, we notice that her apartment fofice is not listed.

In order to include it, we need to manually match fields. So if you are in similar situation, go ahead and click on Match Fields.ii. After looking at Address 2 on the left, I noticed that (not matched) is currently selected. I will click on the arrow pointing down and select my AddressLine2 field from my Excel sheet to make sure the apartment number is going to be included in the address. After that I click OK.iii. Now double check that the format with middle initial is still selected, make sure the apartment number is showing for my record for Lisa � all looks good � click OK.iv.

Now you can see Address Block on my first label. Time to click on Update Labels. On my window all you see is a little icon that, when you point to it, says �Update Labels.� If your Word 2010 window is maximized you will see the icon with the words �Update Labels.� Go ahead and click on it.v.

This is what it should look like after updating labels.vi. Alright, it's time to click on Finish & Merge!

But before you print the documents, click on Edit Individual Documents.vii. Make sure All is selected ofcice click OK. This will make sure all of your records from the spreadsheet are being added to the mail merge.viii. Double check one more time to make sure everything looks good.

I am going to look at record 4 and make sure Lisa's apartment number shows up. I want to point out that my document has 215 pages for my 3000 addresses. Another thing I want to point out in the second image is that my page 2 is different so it is not Page 1 repeating 214 times. You are ready to print your labels!b. The second way to insert the fields is to do it manually by selecting Insert Merge Field and then clicking on each field.i. When inserting the fields manually, do not forget about inserting the spaces, periods and commas.ii.

You can also format the fields. In my example I made them centered and bold. You can also do that with the address block as in the previous example.iii. Once you are happy with what the label looks like, it's tiDummies has always stood for taking on complex concepts and making them easy to understand. Dummies helps everyone be more knowledgeable and confident in applying what they know.

Whether it�s to pass that dummiex test, qualify for that big promotion or even master that cooking technique; people who rely on dummies, rely on ooffice to learn the critical skills and relevant information necessary for success. Organizations�big and small, and public and private�communicate with customers throughout office 2010 mail merge for dummies day-to-day operations. Communication can take different forms: welcome letters, special announcements, thank-you emails, and invoices to name just a few.

Preparing any form of written communication, however, can be a time-intensive activity. The mail merge feature in Word can help organizations produce various forms of written communication more efficiently.With the mail merge process, your organization can create a batch of personalized letters or emails to send to your professional contacts.

Each letter or email can include both standard and custom content. You can choose, for example, to greet each recipient by their first name, use their mailing address, or add unique information like a membership number. All the information you use to customize the letter or email is taken from merve in your data source, which can be a mailing list.With the combination of your letter or email and a mailing list, you can create a mail merge document that sends out bulk mail to specific people or to all people on your mailing list.

You also can create and print mailing labels and envelopes by using mail merge.Mail merge works for both Windows and Mac platforms. Mail merge processThe mail merge process really is as simple as one, two, three. There are three documents involved in creating and printing letters and emails, or labels and envelopes using the mail merge process.�Your main documentThis document contains text and graphics (a logo or an image, for example) that are identical for each version of the merged document.

An example of identical content is the return address on the envelope or in the body of a letter or an email message.�Your mailing listThis document contains the data that is used to fill in information in your main document. For example, your mailing list jail the addresses to be printed on the labels or envelopes.�Your merged documentThis document is a combination of the main document and the mailing list.

Information is pulled from your mailing list and inserted in your main document, resulting in the merged document�the letter, email, labels, or envelopes�personalized for different people on the mailing list.What bulk mailing offife do you want to create?�LettersCreate and print a batch of personalized letters for everyone on your mailing list.

Each letter prints on a separate sheet of paper.�EmailCreate and send dumies messages for each person on your mailing list with custom information inserted from the mailing list.�EnvelopesCreate and print a batch of envelopes for mailing.�LabelsCreate and print sheets of mailing labels; each label is a unique mailing address.What kind of mailing list do you use?Word can maiil data from a variety of data sources to perform mail merge.

If you don't have a mailing list, you can create one during the mail merge process. Here's a list of a few, simple data sources you can use for mail merge.�Microsoft Excel spreadsheetAn Excel spreadsheet works well as a data source for mail merge if all data is well-formatted and on one sheet so that it can be read by Word. For more information, see Prepare your Excel data source for a mail merge in Word.�Microsoft Outlook Contact ListYou can retrieve your Outlook Contact List in Word.

For dummiess information, see Use Outlook contacts as a data source for a mail merge.�Word data fileYour Word document should contain a single table.

The first row of the table must contain headings, and the other rows must contain the records you want to merge. For more information, see Set up a mail merge officf with Word.Also see the other data sources you can use as your mailing list for mail merge.Now that you've chosen your bulk mailing document and your mailing list is ready, go ahead and perform the mail merge and send your message to your customer.

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