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Table of Contents
Get your main document and data source ready
Step by step using the Mail Merge Wizard
Complete the merge and generate the final document
Home Software Tutorial Office Software how to do a mail merge in Word

how to do a mail merge in Word

Jul 07, 2025 am 01:09 AM

It is not difficult to use Word to combine emails. The steps are as follows: 1. Prepare the main Word document and Excel data source. The main document contains fixed content and reserved variable locations. The data source is sorted into columns such as "Name" and "Company Name"; 2. Select the type in Word through "Mail" → "Start Mail Merge" and import the Excel file as the recipient list; 3. Insert the merge field in the document and select the corresponding fields to replace the variables; 4. After the preview result is confirmed to be correct, click "Finish and Merge" to generate a new document or print it directly, and you can optionally merge all records or filter specific records. During the operation, you need to ensure that the field names are consistent to avoid errors.

how to do a mail merge in Word

Let me talk about the key points directly: It is not difficult to use Word to do email merging. Just prepare the document and data source and follow the guide step by step.

how to do a mail merge in Word

Get your main document and data source ready

First of all, you have to have two things: one is the main Word document, such as a template such as a notification letter, an invitation letter, and the other is a data source, usually an Excel table, which contains the variable information you want to insert, such as name, address, phone number, etc.

how to do a mail merge in Word
  • The main document should be written with fixed content, and the variable part should be empty first
  • The data source should be sorted out with one field per column (such as "name" and "company")
  • Word and Excel files are best placed in the same folder for easy search

For example, if you want to send a group holiday blessing email, write the main text in Word, and the Excel table has two columns "name" and "company name", so that it can be automatically replaced when merged.


Step by step using the Mail Merge Wizard

After opening Word, find "Mail" → "Start Mail Merge" in the menu bar → select "Letter" or other types you need. Then click "Select Recipient" → "Use Existing List" to import your Excel file.

how to do a mail merge in Word

Next, you can place the cursor in the position where the variable needs to be inserted in the document, click "Insert Merge Field", and select one from the pop-up fields, such as "Name", and Word will add variable marks to that position.

You can insert different fields multiple times until all personalized information is covered. After completion, you can click "Preview Results" to view the merged effect.


Complete the merge and generate the final document

After confirming that it is correct, click "Finish and Merge". You can choose to print directly, or generate a new Word document for the final inspection.

If you just want to see the results but don't want to print or save immediately, you can also choose "Edit a single letter". The system will ask you whether to merge all records or only select the current one.

  • If you want to process all the data at once, select "all"
  • If you want to see a few items, you can select "Current Record" or manually filter it
  • The final generated document can be saved as a separate file for subsequent modification or printing

Basically these steps. During the operation, please note that the field name must be consistent with the Excel table, otherwise blank or error messages will appear.

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