How To Mail Merge?

Open your word processor and create the main document

Prepare your recipient list in a spreadsheet or contact list

Save the recipient list with clear column headers

Start the mail merge feature in your word processor

Select the document type you want to create

Choose the recipient list as the data source

Insert merge fields into the document where needed

Format the document and merge fields as required

Preview the merged results

Edit any records or fields if necessary

Complete the merge

Print the merged documents or save them as separate files

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