Open Microsoft Word: click the Start button, click Programs> Microsoft Office> Microsoft Office Word 2007.
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1 Microsoft Word 2007 Mail Merge Letter The information below is devoted to using Mail Merge to create a letter in Microsoft Word. Please note this is an advanced Word function, you should be comfortable in Microsoft Word before attempting this tutorial. Open Microsoft Word: click the Start button, click Programs> Microsoft Office> Microsoft Office Word Open Microsoft Word: click the Start button, click Programs> Microsoft Office> Microsoft Office Word Beginning the Merge Click the Mailings tab, click Start Mail Merge, and click Step by Step Mail Merge Wizard. Click the Mailings tab, click Start Mail Merge, and click Step by Step Mail Merge Wizard. March 2012 Rev.2 BLFM Pg 1
2 You will now see a Mail Merge task pane appear on the right side of your screen. You will now see a Mail Merge task pane appear on the right side of your screen. Step 1: Select Document Type Since this handout is for doing a mail merge with a letter, make sure that the circle next to Letters is filled in. Then click Next: Starting document. Since this handout is for doing a mail merge with a letter, make sure that the circle next to Letters is filled in. Then click Next: Starting document. March 2012 Rev.2 BLFM Pg 2
3 Step 2: Select Starting Document In this tutorial we are going to use a current blank document, so make sure that the circle next to Use the current document is filled in. Then click Next: Select recipients. Please note that in the image below that, as you proceed through the Mail Merge Task Panes, you can go back and forth at any time you desire by using the Next and Previous buttons. In this tutorial we are going to use a blank document, so make sure that the circle next to Use the current document is filled in. Then click Next: Select recipients. Step 3: Select Recipients You are now in Task Pane 3. In this task pane you will select the source list for your mail merge. We ll be using an Excel spreadsheet for this tutorial that was previously created. Make sure that the circle next to Use an existing list is filled in. Then click Browse. Please note that you can also use an Access database, Outlook Mail Contacts, or several other sources. You are now in Task Pane 3. In this task pane you will select the source list for your mail merge. We ll be using an Excel spreadsheet for this tutorial that was previously created. You can use an Access database, Outlook Mail Contacts, or several other sources. Make sure that the circle next to Use an existing list is filled in. Then click Browse. March 2012 Rev.2 BLFM Pg 3
4 Navigate to where you have the Excel spreadsheet saved. Then click on the spreadsheet s name and click Open. Folders Navigate to where you have the Excel spreadsheet saved. Then click on the spreadsheet s name and click Open. Choose the name of the sheet that your information is located on and click OK. Please note that you should only have First row of data contains column headers if your spreadsheet has column headers. If you have this checked and your spreadsheet does not have column headers, the first row of information will not be included for your mail merge. Choose the name of the sheet that your information is located on and click OK. March 2012 Rev.2 BLFM Pg 4
5 The Excel document information will appear. Click OK if the information is correct. If the information is incorrect, you can use the options to add to or change your list. The Excel document information will appear. Click OK if the information is correct. If the information is incorrect, you can use the options to add to or change your list. Click Next: Write your letter to go to the next step. Click Next: Write your letter to go to the next step. March 2012 Rev.2 BLFM Pg 5
6 Step 4: Write Your Letter Click the Address Block link to insert an Address block into the letter. Click the Address Block link to insert an Address block into the letter. The following Insert Address Block menu screen will appear. Please note that if there isn t an example in the Preview box of what the address block would look like if inserted (or if you have fields that are different, or in addition to those shown), then you will need to click the Match Fields button and match the fields with the appropriate headings. Check the Preview section to make sure that the example of what is being shown is what you want your address block to look like. Then when finished, click OK. Click the Address Block link to insert an Address block into the letter. March 2012 Rev.2 BLFM Pg 6
7 Your document should look like the image below with <<AddressBlock>> in the upper left corner. Your document should look like this with <<AddressBlock>> in the upper left corner. Tap the Enter key a couple of times to make a couple empty lines below the <<AddressBlock>>. Your document and cursor should look similar to the one below. Tap the Enter key a couple of times to make a couple empty lines below the <<AddressBlock>>. Your document and cursor should look similar to the one below. March 2012 Rev.2 BLFM Pg 7
8 Type the word Dear with a space after it onto the line. Type the word Dear with a space after it onto the line. Click the More items link to manually insert merge fields into your document. Please note that you can also manually insert merge fields by clicking The Insert Merge field button in the Write & Insert Fields section of the Mailings tab. Click the More items link. March 2012 Rev.2 BLFM Pg 8
9 An Insert Merge Field box will open with all of your database choices for inserting merge fields manually. An Insert Merge Field box will open with all of your database choices for inserting merge fields manually. Choose the field you want to insert into your document and click the Insert button. Choose the field you want to insert into your document and click the Insert button. This inserts the merge field into your document where you had your cursor set. You can continue to add fields with this. When you are finished, click the Close button. This inserts the merge field into your document where you had your cursor set. You can continue to add fields with this. When you are finished, click the Close button. March 2012 Rev.2 BLFM Pg 9
10 After inserting all of your merge fields into your document, click Next: Preview your letters to go to the next step. After inserting all of your merge fields into your document, click Next: Preview your letters to go to the next step. Step 5: Preview Your Letters Your document should look similar to the one below. It will show the information of your recipients. You can browse through your addresses and greeting by clicking the arrows on the right and left of Recipient. Your document should look similar to this one. It will show the information of your recipients. You can browse through your addresses and greeting by clicking the arrows on the right and left of Recipient. March 2012 Rev.2 BLFM Pg 10
11 If you find that you have made a mistake with your merge fields, you can click the Previous button to go to previous steps to make the necessary corrections. If you find that you have made a mistake with your merge fields, you can click the Previous button to go to previous steps to make the necessary corrections. As you browse through your documents, if you see one you wish to remove, you can click the Exclude this recipient button. As you browse through your documents, if you see one you wish to remove, you can click the Exclude this recipient button. March 2012 Rev.2 BLFM Pg 11
12 When you are satisfied with your documents, click Next: Complete the merge to go to the next step. When you are satisfied with your documents, click Next: Complete the merge to go to the next step. Step 6: Complete the Merge To print your letters, you can either click Print or Edit individual letters If you click the Print link, all of your letters will be sent to the printer. To print your letters, you can either click Print or Edit individual letters If you click the Print link, all of your letters will be sent to the printer. March 2012 Rev.2 BLFM Pg 12
13 Choose which letters to print and then click OK. Choose which letters to print and then click OK. Then your printing preferences screen will appear. Choose your preferences and then click OK. Then your printing preferences screen will appear. Choose your preferences and then click OK. If you click the Edit individual letters link, your letters will merge to a new document. If you click the Edit individual letters link, your letters will merge to a new document. March 2012 Rev.2 BLFM Pg 13
14 Choose which letters that you want to have in your new merged document and then click OK. Choose which letters that you want to have in your new merged document and then click OK. Your letters are now in a new document. Notice that it has a new default name. From here you can change your letters individually, print them, etc. Your letters are now in a new document. Notice that it has a new default name. From here you can change your letters individually, print them, etc. March 2012 Rev.2 BLFM Pg 14
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