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Mail merge in Office is not always the easiest thing to pull off correctly. But once you do, it can save you enormous amounts of time. Plus you can really impress your friends and customers with the results. Right now, when you're getting ready for the holidays, is a great time to learn how to do it.
Part of the problem is with the number of variables involved. There are lots of different formats for your contacts, as well as lots of different types of mail merge: labels, emails, flyers, newsletters, etc.
Fortunately, we've created a new guide that helps you cut through all that quickly and get to the right information you need really quickly. It's a PowerPoint deck that we call Mail Merge Made Easy.
The deck walks you through some simple questions, like what label program do you want to use, and where do you keep your contacts? Clicking on the link for your answer sends you to the portion of the deck tailored for exactly what you want to do. Then you can follow the simple, step-by-step instructions. Here's a preview to show you what it's like. This excerpt, for example, shows just the slides for creating labels with Word and Excel.
Try it yourself, we'd love to know if you find it useful. You can download it here from Office.com. You can find lots more resources on mail merge and your other holiday planning needs at our Holiday Mailing page on Office.com.
Doug "Office Casual" Thomas also created some videos on "the key ingredients for mail merge", and they're super helpful. Check those out below.
Note: the deck is set up for Office 2010, but Office 2007 pretty much works the same way.
-- Doug Kim
This powerpoint is very well done, a great step by step explanation.
Thanks Cindy! Glad it worked for you.
Very Helpful. Thank You
Well done presentation! I am sure the person I will teach this to will be able to understand it.
Hi Doug - Many of our customers use mail merge in Word in conjunction with presorted data files and will find this presentation useful. However, the one stumbling block most individuals have is actually with inserting the USPS required Postnet or Intelligent Mail barcode and properly applying the font to the label. This would be very useful to include in any future mail merge PowerPoint.