how to do a mail merge with word and excel for mac

When you run the mail merge, you have the option of creating a new merged file (which would include a letter for each contact) or merge directly to a printer. You'll need to create a main document or letter in Microsoft Word and then connect to a data set of names and addresses in a Word document, Excel worksheet, delimited file or database like Microsoft Access. In this article, we'll review the process for creating form letters for multiple contacts or clients. You can use mail merge in Microsoft Word to create form letters, labels, envelopes and even a catalog or directory.

On the Mac, you’ll get a warning message: “A script is attempting to send a message…” The message will appear for each email so check the box “Don’t show this again” to complete sending the messages without seeing that message popping up.Perform a Mail Merge in Microsoft Word to Generate Form Letters for Bulk Mailingsīy Avantix Learning Team | Updated January 10, 2021Īpplies to: Microsoft ® Word ® 2013, 2016, 2019 and 365 (Windows).

If Outlook is not running, the messages will be sent next time it is launched.

Once you click, ‘Mail Merge to Outbox’ the messages will be sent.

define the parameters for the To: field, the Subject: and how you wish to send the message.

Use other options in the ‘Ribbon’ to preview the results, find recipients, or define a range.

Use the ‘Insert Merge Field’ icon to dd merge fields to your document.

Accept the defaults unless you’ve done something fancy with your source data file. You will receive a security message and another to select the data you want to use.

Choose ‘Select Recipients’ and pick ‘Use an existing list…’ to link the data source file you created in Excel.

For this lesson, we’ll choose ‘Email Messages.’

In Word, create a blank document and go to ‘Mailings’ in the document menu and click on ‘Start Mail Merge’.On a Windows machine, go to Settings – Apps – Default Apps and select Outlook as the default for Email. On a Mac, open Apple Mail and choose Mail – Preferences – General, select Outlook from the ‘Default email reader:’ dropdown, and then close preferences. If you’re doing an email merge, make sure Outlook is your default email program and that it’s open. The column headers are the field names for the data:Īll the data must be on a single worksheet.

How to do a mail merge with word and excel for mac