How to Mail Merge in Excel

Video Transcript

"Microsoft Excel is a registered trademark of Microsoft Office products. And I'm in no way shape or form, affiliated with Microsoft Office or Microsoft. We want to create a mail merge document using Excel data. So what you want to do is, open up Microsoft Word. And click tools, letters and mailings and mail merge. We're going to start the document. And we're going to use the current document. I'm going to select recipients. We're going to browse to look for those recipients. And we're going to have to hunt down, where we actually have the data. And then we'll choose the table that we want from Excel. And since we had our contract info in the contract info sheet, for the table. That's where we chose and you'll see that you'll have your mail merge recipients. We've got our individuals names. First, last name, first name, address, etc. Then you click o.k. And next, write your letter. You can put in an address block. And specify address elements and insert company name, postal address etc., etc. And this is what it will look like. And then add in are code, times. Put in a greeting line. Dear whoever, dear sir or madam. And if you know, if there is no recipient names. And this is what it's going to look like. And then, you would go ahead and type your letter. Just to inform you of new products available. and next, you would preview your letters. And you'll see that the first recipient is the individual, who is the first in line. On our Excel data sheet. And you click over to check the other recipients. Next, you would complete the merge. And if you wanted to, you could print your individual letters. Or edit each individual letters. And you can merge them into a new document. And that is how you use data from an Excel table. And create a mail merge document."