When creating your own Mail Merge, you can uncheck any contacts that you don’t want to include. For our example, we know that our list is in Sheet 1, so we simply have to select our option and then hit Ok. Now we need to click Open and select the worksheet that contains the list. Then we will need to select Browse to upload our spreadsheet. Below is an example of how that would look.Īs mentioned above we already have our customer’s information stored separately, so we can select Use an existing list. If you don’t already have a separate document with the needed information, you can click Create to enter your recipients individually. The next step in the Mail Merge process is to upload our spreadsheet so that Word can create a copy of each postcard for each customer. Since we have our Four of a Kind postcards ready to personalize, we will stick with the Use the current document option and click Next: Select Recipients. The type of document we’re creating today is in a letter format, so let’s continue on by clicking Next in the bottom right hand corner. This will walk us through the process one step at a time using the Mail Merge tool pane on the right. To begin, first we will go to the Mailings tab, then click Start Mail Merge and select Step-by-Step Mail Merge Wizard. Now that we have our postcard grid lined up, let’s start our Mail Merge! While in table properties, we’re going to select the Column tab and enter our preferred width which is 5.5”. Type in 4.1” and select the Exactly option in the drop-down menu. Select the Row tab and click the box beside Specify height. To do that, we’ll start with highlighting our created tables and right clicking anywhere in the highlighted area.Īfter right clicking, the next step is to select Table Properties. Now we need to get our dimensions accurate.

After opening a new document, let’s go to Insert > click on the arrow below Table > and then create a 2X2 table like below. To begin, first we will create our postcards in the Word document. Below is an example of how we have that spreadsheet laid out. We will be customizing each postcard with the customer’s information we have stored in a separate Excel spreadsheet. Today, we’re creating a postcard for customers offering a 10% discount on their next order using Burris Computer Forms Four of a Kind postcard sheets. For example, name tags for an event or envelopes with each person’s name and address. Mail Merge is a great time saver if you need to create documents that are mostly the same but unique in some way.

Microsoft office 2016 mail merge