how to mail merge labels from excel by last name

Identifying the type of merge is the first step: Click the Mailings tab, in the Start Mail Merge group, click the Start Mail Merge, and choose Letters. The characters in the Word document ( Figure A) denote spots where the mail merge will insert values from the Excel workbook. Specifically, we’ll convert F, Fr, and I into family, friends, and individual, respectively. The membership type field contains the conditional data. We’re going to merge new membership details from the Excel sheet into the letter (a Word document). SEE: System update policy template download (Tech Pro Research) The piecesĪny merge requires a Word document and information. Mail merge isn’t supported by Word’s online version. You can also work with your own data or download the demonstration files. I’m using Office 365 Excel and Word (desktop), but you can work with earlier versions. How to create a fun Fly In effect in PowerPoint Get lifetime access to Microsoft Office 2021 for just $50 We’ll use the same demonstration files (with minor updates). If you need basic information about the mail merge, read How to use Word mail-merge. Instructions for setting up the mail merge are minimum because that’s not the focus of this article. In this article, we’ll quickly work through a simple mail merge and then add an IF field to handle membership types–family, friends, and individual–in the body of the letter. All of the above and more can be tackled by combining Word fields with a mail merge. Perhaps you want to use gender-specific pronouns such as he/she, his/her, and so on. Or, you might store state abbreviations and want to use the entire state name in the address. You might use them to clean up an address by suppressing unwanted spaces or adding commas at the right spot. When a simple mail merge isn't enough, consider adding conditional fields to clarify data and even make decisions.Įven the simplest mail merge task can benefit from conditional statements.

How to use conditional fields in a Word mail merge

How to mail merge labels from excel by last name