Video: Creating a Mail Merge Document in MS Word

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How to create a mail merge document in Microsoft Word, learn more about mail merge features in Microsoft Word, Excel, and Open Office in this free instructional video.

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Video Transcript

What we'll do is open up Microsoft Word and we will create a blank document a new document, this is going to be our main document or the letter that we're going to be working with. Now instead of typing a letter here I'm just going to paste the letter the sample letter that I was working with previously. In that letter you see it's the same one I purposely left spaces where I'm going to put in my data information, so when you write your letter just keep in mind where you're going to put that information. And we go to tools and we go to letters and mailings and we have an option for mail merge, we click on mail merge and we have a really convenient wizard that opens up. The first thing we need to decide is what kind of document we're dealing with, we created our document already but if you didn't create your document you see that you can do mass mailing letters and email messaging. And you can also create a printing of mass printing for envelopes and labels so we have our documents already so we're going to go and click and if you go down to the bottom you'll see the next step to the wizard. Click next and now we need to setup the how do you want to setup your letter. So again we're going to use the current document once we already chose letters it knows what kind of letter or type of options to give us. And we're going to use our current document if you want to bring up a document that was saved let's say in 6 months, you want to send the same letter you can do that as well. So once I select my document I'm going to click on the bottom next, and now it wants me to get my data information to put inside the letter, so I'm going to open up the file the data file that I created before, it's an Excel file. And I'm going to browse and I'm going to find it on my hard drive, now keep in mind that if you did not create a data base you can also created a let's say call it on the fly, you can do it within the wizard it will give you an option where it says create data base where you can actually select your fields name, last name, address and you can type in all the information you want and you can create new fields if you have some things specific. And you'll create a database within the wizard itself so here I called up my Excel database and you see this is where I'm going to be putting in information on my recipients are present.

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Creating a Mail Merge Document in MS Word

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