how to do a mail merge from excel for labels

The next step is to create the template in which you're going to insert the data from your Excel spreadsheet. Related: How to Use XLOOKUP in Excel (Including the Major Benefits) 2. It's a common practice to designate the first row of your spreadsheet for the headers of each category.Įnsure that you finalise your spreadsheet before moving on to the next step, as adjusting it during the mail merge can complicate the process. For example, if you're creating billing notifications, your Excel spreadsheet might contain details, such as the names of the payers, their plan or purchase and their contact information. This file is where you can input the details you want to use to personalise your Word template later. The first step is to create a data file in Microsoft Excel. Related: How to Add a Signature in Outlook (With Tips and Examples) How to do a mail mergeįollow these five simple steps to learn how to do a mail merge in Word: 1. Personal invitations for events, such as birthdays and weddings This makes mail merging useful for personalising and sending out mass documents or bulk emails, such as: For example, instead of the usual first name, last name and email address fields, you can have Word import data for fields such as birthdays and pet names. It's also easy to customise the types of fields you want to fill.

This process removes the need for manually personalising each recipient's document yourself. What is a mail merge?Ī mail merge is a convenient way to personalise multiple documents by importing data from a Microsoft Excel spreadsheet or Microsoft Outlook document into a Microsoft Word document.

In this article, we define what a mail merge is, show you how to do a mail merge in five steps, review the benefits of doing so and provide some tips. Learning more about what mail merging is and how to perform it can help you optimise your process for sending out mass emails or other forms of documentation.

Many of these organisations use the mail merge feature in Microsoft Word to combine details from spreadsheets with templates. Businesses might send out mass emails for a variety of reasons, including marketing and billing.

How to do a mail merge from excel for labels