Click Select Recipients on the displayed tab. Click on the Mailings tab, choose Start Mail Merge and click Email.

Open Microsoft Word and type your form letter. For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge. Open an Excel workbook containing the names and other identifying data that you want to use in your email. Connect and edit the mailing listĬonnect to your data source. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. AFAIK the only reasonably simple way to access Excel data is via the object model (there is no ADO, DAO, OLE DB and using ODBC requires a commercial third-party add-on). A data source, like a list, spreadsheet, or database, is associated with the document. For example, a form letter might be personalized to address each recipient by name. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. Even doing a one-merge-at-a-time mailmerge has to be done differently because the object model on Mac Word is like an older version of the Windows one. Mail merge lets you create a batch of documents that are personalized for each recipient. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge.

Here are some tips to prepare your Excel spreadsheet for a mail merge.

Mail merge excel mac email