Creating a Mail Merge in Word

1. Start Microsoft Word and open the document template you want to use to create the merge.
2. Switch to the Mailings ribbon.
3. Click on the Start Mail Merge menu and select the Email Messages option.
4. Click on the Select Recipients menu and select the Use Existing List option.
5. Browse and select the Excel spreadsheet you created earlier, and then click on the Open button. Your data must be formatted as a table for mail merge to see it.
6. In the Select Table window, click on the name of the sheet that contains your recipient's information.

7.            7. To customize the contents of your message with information from your spreadsheet:

· Position the cursor where you want to insert the data.

· Switch to the Mailings ribbon.

· Click on the Insert Merge Field menu and select the field containing the data you want to insert.

8.          

              8. When all of the fields have been added to the template, click on Finish & Merge in the ribbon. Create the subject line in the control window that opens. Verify your email column is selected. Click Ok (merge).

9. 

9.           9. If it fails to send it is because the source spreadsheet was opened while you were creating the mail merge. Close the spreadsheet and try again.