Microsoft Mail Merge Mac

  1. Step by step guide on how to do a mail merge email with office for Mac. First, some basic principles on mail merge emails for those who aren’t familiar. Mail merge emails are written and managed from Word, not from Outlook. All data that will be “merged” into the email is taken from an excel file.
  2. Nov 14, 2019 Using the Mail Merge Feature in Microsoft Word 2016 for Mac. Mail merge is not just for documents; you can use it for brochures, newsletters, or materials for mass mailings.

Mail Merge is one of the classic features of Microsoft Word used to produce mass documents containing unique information. Here’s how to use it.

Mail Merge is one of the classic features of Microsoft Word used to produce mass documents containing unique information. Some examples where it can be helpful include brochures, newsletters, or materials used in mass mailings. In this article, we show you how to use Mail Merge in the Microsoft Word.

To start, launch Microsoft Word on your Mac and click into the Tools menu from the Apple toolbar. Select Mail Merge from the drop down menu and a Mail Merge pop-up menu will appear. The Mail Merge popup menu has a ton of options that will make for an easy data import from Excel. From this menu, click the Create New button to start a new Mail. I've been using Microsoft Office for mail merge and it is fraught with character encoding issues. I'm curious if there is another solution for mail merge besides Microsoft Office 2011 for Mac. I've got a homegrown solution I use too, but looking for something more robust. It would be nice if it supported HTML formatted messages. For more info, see Prepare your data source in Excel for a mail merge in Word for Mac. Outlook Contact List contains data in a format that can be read by Word. See Use Outlook contacts as a data source for a mail merge. Word data file is a data source you can create on the fly, within Word. For more info, see Set up a mail merge list with Word. 2020-4-1  In Word 2010, mail merging involves opening a single Word document, stirring in a list of names and other information, and then combining (merging) everything. Word lets you spew out custom e-mail messages using the E-Mail option for mail merge. (This option works only when you’ve configured the Microsoft Outlook program on your computer.).

Using the Mail Merge Feature in Microsoft Word

For this example, I will create a document inviting friends to an event. There are two components to a mail merge letter; the main document and the data source such as the names and addresses of the individuals invited to the event. Once you have gathered the information for the data source, Word will handle combining the documents for each invited guest.

The first step is to have all the unique information for each recipient called a Field Name, such as the name, address, and salutation. Another important part of creating a mail merge document is the Form, which contains information delivered to the recipient. The sample letter below contains five fields I will need to include in each document.

Start Mail Merge Wizard

Create a new blank document in Microsoft Word and select the Mailings tab > Start Mail Merge > Step-by-Step Mail Merge Wizard.

When the Mail Merge wizard comes up, choose the Letters radio box and then click Next: Starting document.

Select Use the current document and then continue to the next step to select recipients. The Mail Merge wizard gives you the choice of using an existing document. If I already had a letter prepared, I could just modify the field names as the basis for the data source.

The Mail Merge wizard is powerful. You can use multiple sources for your recipient list, which include a Microsoft Access Database or Excel Spreadsheet. For this article, I will create my data source from scratch by selecting, Type a new list and then click Create.

Create and Save the Data Source

A form with pre-populated fields will be presented. This might not be ideal since we might not want some of these areas and it might confuse us. So we will delete and modify some of the field names; click the Customize Columns button to do so.

If you go back to our sample document, you will notice we only had five fields, while the pre-populated fields provided by Word totals 13. Some of them are important, so we will keep just the ones we want. To delete a field, select it then click Delete.

Mail Merge Mac Office 365

Click Yes to confirm the deletion. Repeat this step for all the sections you don’t want.

Because we don’t have some of the specific fields needed, we will have rename existing fields and add new ones.

Once complete, the list of field names should match and amount to the same as described in our sample document. Click OK to confirm the changes.

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Proceed to populate the fields with the names and addresses of each recipient, when complete, click OK.

Save your data source, which will merge into your final document.

A preview of your Mail Merge Recipients will be presented. If you want to make changes such as edit or add a field, select the Data Source, then click Edit. Proceed to write your letter, then enter merge fields where necessary.

Insert Merge Fields

To insert a merge field, select the Mailings tab, then click Insert Merge Field, then choose your merge field. Repeat the steps to populate your document with the appropriate merge fields.

Microsoft Mail Merge Many To One

When complete, save your letter, this will be called the Form Letter. If you know, you might use the document with a similar structure, and you can choose the option to reuse it in an existing document during the Mail Merge wizard.

Merge Final Document

Here comes the fun part, merging your document. Select the Mailings tab, then click Finish & Merge button then click Edit Individual Documents.

Microsoft Word Mail Merge Mac

Microsoft Mail Merge Mac

Select All then click OK.

Outlook Mail Merge Mac

That’s it. Now all of your documents are ready to print or review.

These instructions also work in Microsoft Word 2013, 2010 and 2007. If you are producing documents such as certificates, the Mail Merge functions also work in Office applications such as Microsoft Publisher.

Mail Merge Microsoft Word Mac

For more tips and tricks for using Microsoft Office, check out the following articles, or browse our complete archive of Office articles.