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Mail Merge Tutorial

Mail Merge is what you need to do, using Word and Excel, to copy one row of information at a time from a spreadsheet document into a Word document. Using this Mail Merge Tutorial, you will create personalized letters and mailing labels using these two documents. Using this technique, you do not have to manually edit each letter and label over and over again, thus saving work and time. To perform a mail merge, you will need a Word dcoument and an Excel spreadsheet with similar data in each row, signifying a record.

After reading this Word Excel Mail Merge tutorial, you will be able to:

  1. Create a new mail merge from a document and a data source using the PC Mail Merge Sidebar Wizard.
  2. Edit an existing merged document using the Mail Merge Toolbar.
  3. Get a taste for creating and editing mail merge on a Mac.

Mail Merge Tutorial Contents:

  - Part I: Creating Mail Merge on a PC

  - Steps 1 & 2: Starting the Mail Merge Process

  - Step 3: Linking to the Data Source

  - Step 4: Inserting Merge Fields

  - Step 5: Previewing the Merge

  - Step 6: Completing the Merge

  - Part II: Mail Merge Toolbar or Maillings Tab on a PC

  - Part III: Tips and Tricks

  - Part IV: Data Mail Merge Manager on a Mac

  - Additional Resources

  - Evaluate this tutorial

  - PDF Handout

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