Contents
How do I create a custom field in a mail merge?
Add individual merge fields
- Click or tap where you want the merge field.
- Choose the down-arrow under Insert Merge Field, and select a field.
- If you don’t see your field name in the list, choose Insert Merge Field.
- Choose Database Fields to see the list of fields that are in your data source.
- Choose Insert.
What is mail merge step-by-step?
How to Use Mail Merge in Microsoft Word
- In a blank Microsoft Word document, click on the Mailings tab, and in the Start Mail Merge group, click Start Mail Merge .
- Click Step-by-Step Mail Merge Wizard .
- Select your document type.
- Select the starting document.
- Select recipients.
- Write the letter and add custom fields.
How do I create a mail merge template in MS Word?
Click the “Insert” tab from the Menu bar and choose “Field” from the “Quick Parts” list. Choose “Mail Merge” from the “Categories” list. Select “MergeField” from the “Field names” list. Within the “Field Properties” section, enter a Mail Merge field in the “Field name” box.
How to add merge fields to an email?
To insert merge fields on an envelope, label, email message, or letter. Go to Mailings > Address Block. For more info, see Insert Address Block. To add a greeting line, choose Greeting Line. For more info, see Insert Greeting Line. To add other merge fields, like invoice numbers, see Insert mail merge fields. Choose OK.
How to insert a merge field in a spreadsheet?
You can insert one or more mail merge fields that pull the information from your spreadsheet into your document. Go to Mailings > Address Block. To add a greeting line, choose Greeting Line. For more info, see Insert Greeting Line. To add other merge fields, like invoice numbers, see Insert mail merge fields. Choose OK.
Where do I save the mail merge document?
Go to Finish & Merge > Print Documents or Merge to E-mail. When you save the mail merge document, it stays connected to your data source. You can reuse the mail merge document for your next bulk mailing.