How do I do a simple mail merge using the Wizard?

Performing a simple mail merge using the Wizard in Microsoft Word is a straightforward process. To get started, open a new document and navigate to the "Mailings" tab in the ribbon menu. From there, click on the "Start Mail Merge" button and select "Step-by-Step Mail Merge Wizard" from the drop-down menu. Then, the Mail Merge Wizard will open on the right side of the screen, guiding you through the process. Follow the prompts to select the document type, such as letters, emails, or envelopes, and choose your recipient list, which can be imported from Excel, Outlook, or another data source. Consequently, customize your document by inserting merge fields that represent the data from your recipient list. So, preview the merged documents and make any necessary adjustments to ensure they appear as desired. Finally, complete the mail merge by selecting the option to print, email, or save the merged documents.

Evidently, yes. Mail merge is a built-in feature in Microsoft Word, and it is available for free to users who have Word installed on their devices. You can access the mail merge functionality without any additional cost. Only the cost is higher than with ready to use Excel templates.

Can you mail merge in Excel without Word?

Indeed, yes. You can perform a mail merge using Excel without Word, but the process is different. Excel has its own built-in functionality called "Excel Send Email" which allows you to send emails directly from Excel without using Word. Thus, to utilize Excel Send Email, you can follow these steps. First, open Excel and ensure you have the recipient list and email content prepared. Next, select the range of email addresses in Excel. Proceed to the "File" tab and choose "Save As" Save the file as a "CSV (Comma delimited)" file type. Close Excel and open the saved CSV file using a text editor like Notepad. Copy the email content into the text file's body, ensuring each email starts on a new line. Save the text file with a .csv extension. Open Excel again and go to the "File" tab. Click on "Options" and select "Customize Ribbon" In the "Main Tabs" section, check the box next to "Developer" to enable the Developer tab. Save the changes by clicking "OK" Now, navigate to the "Developer" tab and click on "Visual Basic" to open the VBA editor. Insert the necessary code in the VBA editor to send the emails using the Excel Send Email feature. You can refer to our "Excel Send Email" blog post or sample code and instructions. Finally, run the code to send the emails to the recipients listed in Excel. Please note that using Excel Send Email requires some knowledge of VBA programming. Alternatively, for more complex mail merge scenarios, it is recommended to use Mail Merge & Email Sender Excel Template of Someka.

Is mail merge still used?

Yes, mail merge is still widely used in various industries and for different purposes. So, it remains a valuable tool for creating personalized mass communications, such as personalized emails, letters, envelopes, labels, and more. Mail merge is particularly useful when sending bulk communications that require customization for each recipient. Besides, it helps save time, ensures accuracy, and allows for efficient engagement with recipients. Whether for business correspondence, marketing campaigns, or any other mass communication needs, mail merge continues to be a relevant and widely utilized feature.

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Excel Tips and Tricks

Whether you are just a newbie using Excel, or an experienced user, some simple Excel tips can save you a lot of time whilst you are working on huge data. That’s why sometimes it is not enough to know basic Excel formulas to solve your problems if you want to automate your processes.

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