For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge. INTRODUCTORY VIDEO If you feel that the add-on is not. It uses the data from GSheet and then uses that to replace placeholders/merge fields throughout the message with the relevant information for each individual that is being messaged. Connect and edit the mailing listĬonnect to your data source. Mail Merge is a powerful tool for writing a personalized E-mail to many people at the same time. When youre done, click 'OK' and then 'OK' again. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. Word usually does a good job of guessing, but its not unusual to have to edit your mail merge fields. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Here are some tips to prepare your Excel spreadsheet for a mail merge.
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