Mail Merge Made Easy Office 2010 [PDF]

Mail Merge Made Easy Office 2010. 2. When you launch the Wizard, the righthand margin of the Word document will display

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Idea Transcript


Mail Merge Made Easy Office 2010

For a typical mailing list with the Fields of Name, Address, City, State, Zip, first open up an Excel spreadsheet and place the titles of the fields on the first row as shown below:

Now open up Word 2010 and click on the Mailings Tab at the top. 1

2 The best way to approach this is to click Start the Mail Merge and on the drop down select Step by Step Mail Merge Wizard.

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Mail Merge Made Easy Office 2010

When you launch the Wizard, the righthand margin of the Word document will display prompts for you to answer.

Select the Labels radio button, or whatever document type you will be merging

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Click on Next at the lower right corner of the screen and follow the next 6 steps. While doing this, pay close attention to the upper right portion of the Wizard as you will be required to select a label option. In this example we have selected the Avery Easy Peel Address Labels as shown in figure 1 on page 3.

The recipients are your Excel Spreadsheet Browse for the recipients

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Mail Merge Made Easy Office 2010

Figure 1

When you browse for your recipients, you will be prompted to select which sheet of the workbook contains your data and you must check whether or not the first row contains column headers.

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Mail Merge Made Easy Office 2010 The new feature of this next step provides more options for you to customize your data source. You can refine the recipient list and eliminate duplicates, alphabetize, filter out certain cities etc. See figure 2. This example will be a standard list without customization.

Figure 2

After you click on Step 3 to Arrange the labels, there will be a field at the upper right where you should select More items.

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Mail Merge Made Easy Office 2010

When you select more items, a box will prompt you to Insert the merged fields. You will do this one by one. Select Name and Insert

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When you select Name, that field will place itself on the Word Document. Hit Shift Enter to go to the next line on the label to ensure single spacing and then repeat the process by selecting “ More items” only this time select address. Repeat this until your label has been formatted. Formatted Label—Single spaced –Highlight all fields and choose the desired Font. With long addresses, a font size of 8 or 10 is best. Figure 3

Now select the Update labels button in the wizard—This will make every label appear like that of figure 3.

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Mail Merge Made Easy Office 2010

Continue to follow the prompts The labels will now appear You still have the opportunity to Edit the list

You will be able to make individual modifications to Edit any particular label

Select Print if you are satisfied and a box will prompt you

You can select all the labels or for instance one page would be From 1-30. Page 2 would be record 31 to 60.

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You can also save the Word Document, if you want it for future use.

You have completed the Process

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