How to Create a Mailing List by Importing Information From Word to Excel

It is important to organize your mailing list so that you can make informed decisions about your direct mail or mass emailing efforts. You can get rid of old names or unsubscribes and sort your data into categories. It is much more efficient to maintain a list of names and addresses in Microsoft Excel as compared to Word because each row and column is clearly separated and you can drag, drop, add, and delete information easily.

Things You'll Need

  • Microsoft Word and Excel
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Instructions

    • 1

      Format your mailing list information in Microsoft Word correctly. Place a "tab" mark between each field, such as first name, last name, city and state. Press "Enter" after each set of fields to indicate a new "row."

    • 2

      Click "Save As" on the file menu.

    • 3

      Pick "Plain Text" from the drop down list in your "Save as" dialog box. A "File Conversion" box will pop up---look at the way the data is displayed to assure that each field is separated correctly and then click "Save."

    • 4

      Open the plain text file in Microsoft Excel. Right-click the first cell in the selected row and choose "Insert" to add an extra row before your mailing list data for field names. Select the entire first row with your mouse (just click the number besides the row). Press the "Bold" button on your text formatting menu.

    • 5

      Name each column in your mailing list (name, address, city, state, and so on). Name all columns. Excel can sort on on any column you have, so you can filter your list for whatever need, even if it's just a few names.

    • 6

      Save your new Excel mailing list and start adding new entries to this file instead of Word. Delete the Word file so that you won't be confused in the future about which file has the most updated data.

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