1. No Mail Merge Wizard In Word Document
2. Mail Merge Steps Word

• Using the Mail Merge Wizard to create a form letter

Perform the mail merge the same way as you do it usually and click the “Mail Merge Toolkit” option on the last step of the “Step by step wizard” in Microsoft Word to specify the necessary attachments. Read the article about mail merging with attached files for all the details. Send personal attachments in your mailings. How to use the Step-by-Step Mail Merge Wizard to produce multiple, personalized letters in Word 2007 or Word 2010.

One of several videos used in my Schoology.com workshop titled, Mail Merge with Word and Excel. Learn more at http://www.markkarl.com/online-training.html. Mailingstab, click Start Mail Merge, and then click Step by Step Mail Merge Wizard. Set up the main document 1) Start Word. 2) A blank document opens by default.

The recommended way to create a form letter is the manual method described in Creating a form letter. If however you prefer to use the Mail Merge wizard, the technique is described below.

Before starting you should note the following limitations, current in OOo V2.3:

• In Step 4 creating the salutation will only allow the sex-related Mr. and Mrs. It makes no allowance for Miss, nor does it permit sexless addressing such as Dr., or The Right Honourable.
• Still in Step 4, it is possible to bodge something like Dr. Crippen, but only by creating an impossible trigger for recognising a female recipient, such that the merge defaults to male. Of course one cannot have a prefix such as ‘Dear’ in this case and it has to be manually entered in Step 6.
• Again in Step 4, the General salutation is not editable and the default values are somewhat limited.
• In Step 5 the layout is idiosyncratic, with paragraph marks all over the place so as to space the address block frame and salutation. To create a professional looking document will require significant editing.

If the above limitations are not a hindrance to you, then open a new document with File > New > Text Document and start the Mail Merge wizard using Tools > Mail Merge Wizard. The wizard opens, as shown below.

Step 1: Select starting document

The wizard gives various options to select your starting document:

• Use the current document.
• Create a new document.
• Use a template.
• Use an existing document.

For the purposes of this description we assume that you opened a new text document. This will ensure that all the steps in the wizard are fully explored, although with experience you may find it more practical to use a draft you prepared earlier, which will allow skipping some steps.

Select Use the current document and click Next.

Select starting document.

Step 2: Select document type

The wizard can produce letters or, if a Java Mail connection exists, email messages. You can see these options in the figure below. In this example, we are producing a letter. Select Letter and click Next.

Choose document type.

Step 3: Insert address block

This is the most complex step in the wizard. In this step you will do three things:

1. Tell the wizard which data source to use. The data source must be an existing file; in this example it is the 'Points' spreadsheet created earlier.
2. Select the address block to use in the document. This means choosing which fields appear (for example, whether the country is included) and how they look.
3. Make sure that the fields all match correctly. This is very important. For example, the wizard has a field called <Last Name>. If your spreadsheet has a column called 'Surname', you need to tell the wizard that <Last Name> and “Surname” are the same thing. This is described in Matching the fields.

Insert address block.

Selecting the data source (address list)

1. If the current address list (identified beneath the Select Different Address List... button in section 1) is not the one you wish to use, click the button to open the Select Address List dialog for choosing a data source.
2. If you have not already created the address list, you may click Create to do so now. This step allows you to create a CSV (Comma Separated Values) file with a new list of address records. If you already have an address list, as we have in the 'Points' spreadsheet example, click Add and select the file in which it resides. In each of the above cases a new data source will be created and registered.
3. Select the address list and click OK to return to step 3 of the wizard. For this example, the preceding steps are all you need to do. The wizard can also exclude certain records; click Filter to choose them.

Select address list dialog.

Selecting the address block

1. In step 3 of the wizard (shown in Step 3: Insert address block), look at section 2. This is where you select the address block to appear on the letter, and define its appearance and the fields it contains. The main page gives two examples. If neither of those is exactly what you want, click More to see more choices, in the Select Address Block dialog box (shown below).
2. The Select Address Block dialog box offers six choices for the format of the addresss block (scroll down to see the last two choices). You can also optionally include or exclude the country (for example, only include the country if it is not USA). The six formats provided are relatively common, but they might not exactly match your preference. If this is the case, select the address block that is closest to what you want and click Edit, which opens the New Address Block dialog box.


Select address block.

3. In the New Address Block dialog, you can add or delete address elements using the arrow buttons on the left. To move elements around, use the arrow buttons on the right. For example, to add an extra space between first and last names, click <Last Name> and then click the right arrow button.


New address block.

Matching the fields

Finally, it is time to match the wizard’s fields with the spreadsheet fields, so that items like <Last Name> and “Surname” match correctly.

1. Look at section 3 of step 3 of the wizard. The box at the bottom displays one record at a time, using the address block format you selected. Use the right and left arrow buttons below that address box to step through the addresses, checking that they display correctly. Do not assume that all the records display correctly, just because one or two do. Check them all if you can, or at least a good proportion.
2. If the addresses do not display correctly (and they probably will not right away), click Match Fields. The Match Fields dialog box opens.


Match fields dialog box.

The Match Fields dialog box has three columns.

• Address Elements are the terms the wizard uses for each field, such as <First Name> and <Last Name>.
• The Matches to Field column allows you to select, for each address element, the field from your data source that matches it.
• The Preview column shows what will be shown for this field from the selected address block, so you can double-check that the match is correct.
3. When you have matched all the fields, click OK to return to step 3 of the wizard. Now, when you use the arrow buttons to look at all the addresses, they should all look correct. If not, go back and change anything you’re not happy with, before clicking Next to move to step 4. Note that you will not be able to continue until you have correctly matched all the fields in your chosen address block. If you see <not available> in a field position it indicates that the field in question is not correctly matched.

Step 4: Create salutation

The salutation is the initial greeting, for example, Dear Mr Jones'. In step 4, select the salutation that will appear in the letter.

Create a salutation.

You can use a different greeting for men and women. To do this, Writer must have some way of knowing whether a person is male or female. In our spreadsheet we had a column called Sexr. In the section Address list field indicating a female recipient, set the field name to Sex and the field value to F. The male salutation is then printed for all men and the female salutation for all women.

If you do not select Insert Personalized Salutation, you can use a more general salutation without referring to the recipient directly, such as “To whom it may concern”.

As in step 3, step 4 of the wizard has a preview pane at the bottom. You should check more than one record to ensure that other records look the way you expect.

Step 5: Adjust layout

In step 5, you can adjust the position of the address block and salutation on the page. You can place the address block anywhere on the page. The salutation is always on the left, but you can move it up and down the page. Use the buttons shown in the figure below to move the elements.

Adjust layout.

A point to note here is that the address block positional dimensions are shown in the Metric system, irrespective of the chosen measurement system in the rest of OOo. This is a reported error in V2.3.

Step 6: Edit document and insert extra fields

In step 6 you have another opportunity to exclude particular recipients from the mail merge, as shown below.

Edit document.

You can also edit the body of the document. If you started with a blank document, you can write the whole letter in this step. Click Edit Document to shrink the wizard to a small window so you can easily edit the letter.

Minimized mail merge wizard.

You need to perform another important task in this step. The wizard only inserts information from the name and address fields, but you may wish to add additional data. In our example, we want to tell each person how many points they had accumulated during the year; that information is in the spreadsheet.

To do this:

1. Click Edit Document in step 6 of the wizard.
2. Select Insert > Fields > Other. The Fields dialog box opens, as shown below.


Insert mail merge fields dialog box.

3. Click the Database tab.
4. On the left hand side, select Mail merge fields.
5. Under Database selection find your data source (in this example, it is a spreadsheet). Expand it to see the fields.
6. Click the field you want to insert, then click Insert to insert the field. You can insert any number of fields any number of times into your mail merge document.
7. Click Close when you are done.

Step 7: Personalize documents

In step 7, OOo creates all your letters, one per recipient.

Clicking the Edit individual Document button here is similar to step 6. The difference is that you now edit a long file containing all of the letters, so you can make changes to a particular letter to one person. In step 7 of the Mail Merge wizard, click Find to open a dialog box that allows searches within the document.

Personalize document.

As with step 6, when editing the document, the wizard shrinks to small window. Click on this window to expand the wizard to its full size.

Step 8: Save, print or send

You have now completed the mail merge process. The last step is to do something with it. In step 8, you can save the original sample letter, save the merged document, print the letters right away or, if you created email messages, send them.

Save, print or send.

You probably want to save the starting (prototype) document and the merged document. To do this, select Save starting document to reveal the Save starting document section containing the Save starting document button. This button will be active only if the document has not already been saved. Clicking on this button brings up the standard Save as dialog. Once you have named and saved the document you return to the Step 8 dialog.

The merged document can now be saved by selection of Save merged document. This will reveal the Save merged document settings section, from which you can select to save either as one large file containing all the individual, generated letters or as a separate file for each letter.

When you have saved the merged document, you can print the final letters now or later; and you can still manually check and edit the letters if necessary.

Step 8: Save, print or send.

If you elect to print at this stage, the dialog shown below appears; it should be self-explanatory.

Printing the merged document.

No Mail Merge Wizard In Word Document

Ah, the dreaded mail merge. OK, so maybe this one is not so much of a secret as some of the other tips and tricks in this series, but you have to admit there’s something mysterious about this tool. If you even know what mail merge is, you’re probably not sure if it’s an Outlook, Excel or Word function.

The truth is, a mail merge can encompass all of the above or just Microsoft Word. Outlook and Excel can provide your contact database or list data, and Word is where it all comes together.

You can use mail merge whenever you want to create a set of documents that are essentially the same but each contains unique elements. Whether you’re tasked with sending holiday cards or distributing 200 promotional letters announcing a new service or product, learning how to use the mail merge function can save you time (and frustration).

Using mail merge, you can create:

• A letter that announces a new product. Your company logo and the text about the product will appear in each letter, but the address and greeting line will be different in each letter.
• A set of labels or envelopes. The return address is the same on all the labels or envelopes, but the destination address is unique on each one.
• A set of form letters, e-mail messages or faxes. The basic content is the same in all the letters, messages or faxes, but each contains information that is specific to the individual recipient, such as name, address, and job title.

You don’t want to create each letter, label or message individually, typing each name and address one at a time, do you? Of course not; that would take hours. Lucky for you, Word’s mail merge wizard makes the task fairly easy. Using mail merge, all you have to do is create one document that contains the information that is the same in each version. Then you just add some placeholders for the information that is unique to each version. Word takes care of the rest.

Mail Merge Steps Word

Key things to keep in mind before doing a mail merge:

1. Use templates or the wizard. You can use one of Word’s mail merge templates. If you start with a template, you can use the fields that are already in place when you merge your data. If you start from scratch, you can use the mail merge wizard to guide you through the process, step by step.
2. Begin with the end in mind. My boss reminds me of this Stephen Covey phrase whenever she sees my puzzled look indicating “I don’t know where to start.” Word gives you a range of choices for the type of merge document you want to create. Go to the “Mailings” tab and then click “Start Mail Merge” to see your choices. The first choice, “Letters,” is the most common, but you can also create labels, envelopes, email messages, and even a directory you can use for an employee roster, a product listing, a course catalog, or something else that fits your needs.
3. Know your data. Before you begin the mail merge process, look at the data and get an idea of the fields (e.g., First Name, Last Name, Product) you’re likely to use in the merge process. This will help you later when you create your letter.

How to do a mail merge (instructions for Microsoft Word 2007 & 2010):

• Step 1: Click on the “Mailings” tab at the top of the page.
• Step 2: Click on the “Start Mail Merge” option and then select “Step by Step Mail Merge Wizard…”.
• Step 3: Select the document type you want to complete the mail merge for (e.g., letters, email messages, envelopes, labels).
• Step 4: Click on “Next: Starting document” in the bottom right corner of your screen. Select to use your current document, another document or to start a new template.
• Step 5: Click on the “Next: Select recipients.” Choose to use an existing list, select from Outlook contacts, or enter a new list (whichwill prompt you to type a new address list into various fields).
• Step 6: Then select “Next: Write your letter.” Type the message and add placeholders for the information that is unique to each version.
• Step 7: Click “Next: Preview your letters” to see your letters and edit your recipient list.
• Step 8: Click on the “Next: Complete the merge”. Now you can print or edit individual letters.
• Step 9: After you’re done making changes, go to the top menu bar, and select “Finish and Merge,” where you can choose to print the documents or send a mass email.

The mail merge process has traditionally been viewed as daunting and complicated. But once you master a few basics, you’ll discover that Word’s mail merge tools are straightforward and easy to use … with the help of a friendly wizard.

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