If you have Classic Menu for Word 2007/2010/2013/2016/2019 installed. Just take Microsoft Word 2010 for example, which is as well as in Word 2007/2013. With Classic Menu for Word installed, you can click Menus tab to get back the classic style interface. Click Menus tab; Move to Mailings menu; There is a Start Mail Merge option to choose. How to use the Step-by-Step Mail Merge Wizard to produce multiple, personalized letters in Word 2007 or Word 2010. First Open Microsoft word on your computer or laptop. Once the application starts head over to the mailing tab in a new document. Under the mailing tab, you will see the drop-down option that says Start Mail Merge. Once you click on the drop-down you will see a. In this tutorial learn to create Mail Merge Letters in Microsoft Word 2013/2016. The steps shown here also apply to Word 2007 & 2010. First, we choose the kind of document we are going to create. Let us start with creating a Letter.
You can create a MS Word Mail Merge template that can then be uploaded into Wealthbox to print letters or other documents with fields inserted from Wealthbox. Note: be sure you save the Word file as a document, not a template format.
- Open MS Word and choose a new document or an existing document that you would like to use as a Mail Merge template.
- Click the “Insert” tab from the Menu bar and choose “Field” from the “Quick Parts” list.
- Choose “Mail Merge” from the “Categories” list.
- Select “MergeField” from the “Field names” list.
- Within the “Field Properties” section, enter a Mail Merge field in the “Field name” box. Click here to see the available Mail Merge fields from Wealthbox.
- Click “OK.”
NOTE: Copying and pasting the allowed Mail Merge fields will not work properly when conducting a Mail Merge within Wealthbox. The above steps are necessary when creating your templates within MS Word.
Mail Merge On A Mac
MS Word for PC example:
MS Word for Mac example:
Your template will look something like the following example, which can be saved and uploaded within the Wealthbox settings for future use. See also: Can I create a Mail Merge directly from Wealthbox?
Mail Merge Wizard Mac
![No Mail Merge Wizard In Word For Mac No Mail Merge Wizard In Word For Mac](/uploads/1/3/4/4/134427072/255428698.png)
![Wizard Wizard](/uploads/1/3/4/4/134427072/328698674.jpg)
With Office 2011 for Mac, your guide to mail merging in Word is Mail Merge Manager. You can invoke Mail Merge Manager by choosing Tools→Mail Merge Manager from the menu bar. It’s designed to be used starting at the top in Step 1, and you work your way down to Step 6.
The steps in the Mail Merge Manager are as follows:
Microsoft Word Mail Merge
- Select a Document Type.Choose from four types of mail merge:* Form Letters: Customize a letter with personal information or data.* Labels: Make mailing labels, tent cards, book labels, and DVD labels.* Envelopes: Print envelopes of any size.* Catalog: Choose this option to build custom, personalized catalogs, brochures, and price sheets. For example, you could pull pictures from a database to create individualized custom catalogs based on customer purchases, category, or some other criteria.
- Select Recipients List.Choose a data source for the mail merge.
- Insert Placeholders.Choose the field names (for example, column names, headers, and column headers) and position them in your document.
- Filter Recipients.Set rules as to which records will be retrieved from the data source.
- Preview Results.See exactly how your document looks with data before running the mail merge.
- Complete Merge.Run the merge. You can merge to a printer, a single Word document, personalized Word documents, or e-mail messages.