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Thursday, February 28, 2019

Mail Merge in Microsoft Office Word 2007


    Open Office Word document .

    Go to Mailings tab and select the Start Mail Merge drop down.


    Click Start Mail Merge and select the type of document you had like to create.
    For example, you can select letters, envelopes, labels, directory.

    Selecting Recipients for Mail Merge Letters


    Select from the list.
    • Type a New List
    • Use an Existing List
    • Choose from Outlook Contacts

    For Type a New List


    Enter the details in fields as numbers of you want.

    You can use the Tab key to move between fields. Each set of fields is referred to as an entry. 
    To add additional recipients, click the New Entry button. To delete an entry, select it and
     click Delete Entry. Click Yes to confirm the deletion.

    For Use an Existing List

    You can browse the document in which you mentioned the email ID's. Example - Excel.

    For Choose from Outlook Contacts

    In this section you can select the recipients from Address book.

    In this scenario,  we select the Use an Existing List.

    1. Choose Select Recipients > Use an Existing List.



    1. Browse to your Excel spreadsheet, and then choose Open.
    2. If Word prompts you, choose Sheet1$ > OK.


    Edit your mailing list

    You can limit who receives your mail.
      
    Choose Edit Recipient List.

      
    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.

     Insert a merge field
    You can insert one or more mail merge fields that pull the information from your spreadsheet
     into your document.

    To insert an address block for an envelope, a label, an email message, or a letter
      
    On the Mailings tab, in the Write & Insert Fields group, choose Address Block.


     In the Insert Address Block dialog box, choose a format for the recipient's name as it will 
      appear on the envelope.


    1. Choose OK.

    1. Choose File > Save.


    To insert a greeting line in an email message or a letter
      
    On the Mailings tab, in the Write & Insert Fields group, choose Greeting Line.

      
    In the Insert Greeting Line dialog box, do the following: 

    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). and Under Greeting line for invalid recipient names, choose an option in the 
    salutation list.


     Choose OK. 
    Choose File > Save. 

    To insert data from your spreadsheet in an email message or a letter 

    On the Mailings tab, in the Write & Insert Fields group, choose Insert Merge Field. 
    In the Insert Merge Field dialog box, under Fields, choose a field name (column name in your 
    spreadsheet),and then choose Insert. 

    Repeat step 2 as needed, and choose Close when done.
    1. Choose File > Save.

    To insert a Merge Field in an email message or a letter

    1. In the Insert Greeting Line dialog box, do the following:



    • Under Merge Field format, select the name.

    Example :


    Preview and finish the mail merge

    After you insert the merge fields you want, preview the results to confirm that the content is okay. 
    and then you're ready to complete the merge process.
      
    On the Mailings tab, choose Preview Results.

      
    Choose the Next 

    Record button to move through records in your data source and view how the records will appear
    in the document. 

    In the Finish group, choose Finish & Merge, and choose Print Documents or Send E-mail 
    Messages.

     Save your mail merge
    When you save the mail merge document, it stays connected to your data source. You can reuse
    the mail merge document for your next bulk mailing. 

    Open the mail merge document and choose Yes when Word prompts you to keep the connection.

    For Send Email Messages

    Select the options and enter following details like To , Subject Line and Mail format.


    At once you enter OK, Mail will be sent to select recipient .

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