Mail Merge to Create Holiday Letters
The holidays are here and many people will want to send out letters bragging about outlining their year
and letting friends and family know what they’ve been up to since the last letter.
MS Word has a perfect solution for that in Mail Merge.
For this to work well, you will need some source data. An Excel spreadsheet works perfectly well for
this, but if you use Outlook to maintain your contacts, that can be a good thing to use as well. We’ll be
running with Excel today because I feel like it ☺
The first thing you need to do is make sure you have a list in an Excel spreadsheet with the information
you want saved.
Firstname
Lastname
Spouse
Child1
Address
City
State
Zip
1006
Harry
Potter
Ginny
James
12 Grimauld Place New York
NY
0
Rhond Emmalin
5359
Miles
Flint
a
e
78 Armstrong St.
Verona
WI
3
1100 Prince
Fredericksbur
2240
Matt
Delamer
Niqui
Joshua
Edward Street
g
VA
1
9000
Samuel
Vimes
Sybil
Sam
1 Scoone Avenue
Los Angeles
CA
7
After that, you’ll write your letter, making sure to have place markers where you want the information
to go. As a place marker, I’ve put brackets around the text I am going to be turning into fields for the
mail merge.
Mr. and Mrs. Ronald Rust
1 Treacle Mine Road
White River Junction, VT 05001
December 1, 2016
,
Dear ,
Happy Holidays. I hope and are doing well.
This year has been a difficult one for me. My oldest daughter, Buffy, was accepted to
Harvard, Dartmouth, Princeton, and Columbia University. It was such a stressful time
trying to decide where to send her! Our son, Digby, won the Decathlon at the most recent
Olympics, but only Ronald could be at the award ceremony because I, of course, had to be
at Stephanie’s ceremony where she won the gold for the 100-meter Freestyle at the same
time. It was cause for quite a bit of tension Chez Rust, I can tell you. Really, the Olympic
committee ought to know better than to schedule conflicting events, don’t you think?
After this summer, we remodeled our house, and I have to admit that was a comfort. I’d
had the same kitchen for a whole three years, and just needed an upgrade!
Ronald has been working on some mysterious project in the basement that he just won’t
tell me about. We keep getting medical grade equipment – bone saws and grinders… I
cannot imagine what he’s going to create, but I’m sure that next year’s letter will have
some exciting news of a new invention.
Do keep in touch. We miss hearing from you!
Happy Holidays and a Happy New Year,
After we have our text, it is time to start the Mail Merge.
1. In the form letter, place the cursor where you want to insert the merge field.
2. In the Write & Insert group, click Address Block to open the Insert Address Block dialog box.
You’ll use this dialog box to insert the address merge fields.
3. From the “Insert recipient’s name in this format list, select a format for the merge field. By
default the company name and postal address are inserted along with the same field. You can
also clear these setting, if you prefer.
4. Click OK.
5. In the Write & Insert Fields group, click Greeting Line to open the Insert Greeting Line dialog
box.
6. Select a greeting-line format and click OK.
7. In the Write & Insert fields group, click Insert Merge field and choose the merge field you want
to insert.
When you are done, you can click Preview Results.
The letter should look something like this:
If you like the way it looks, you can then click on Finish and Merge. This generates a new document,
each letter on its own separate page. You can save that document, and even edit it, if you want to
personalize particular letters to particular people. I don’t think it would be Poppy’s thing, of course. ☺