Your merged document This document is a combination of the main document and the mailing list that is used to print individual addresses on the envelopes. The address list can be an Excel spreadsheet, a directory of Outlook contacts, or an Apple Address Book. It contains the records Word pulls information from to build the addresses for the envelopes.
Mail merge in Word for Mac
Before you start the mail merge process, collect all of your address lists. If you're using an Excel spreadsheet, make sure the column for ZIP Codes or postal codes is formatted as text so that you don't lose any zeros. To make Outlook your default email program, open Apple Mail, and on the Mail menu, choose Preferences. On the General tab, next to Default email reader , choose Microsoft Outlook. In the Envelope dialog box, leave the Delivery Address blank, and under Return Address , do one of the following:.
Choose both options Use my address and Omit , and type the return address you want to use. Format the Return Address by choosing Font or Position , and then make the changes you want. In the Page Setup dialog box, in the Paper Size list, choose the option that matches the size of your envelope. If none of the options match your envelope's size, do the following:. In the Page Setup dialog box, double-click Untitled , and then type a name for your envelope.
Enter your envelope's dimensions in the Width and Height boxes, and then choose OK. Choose OK to close the Envelope dialog box. On the Mailings tab, choose Select Recipients. In the Edit List Fields dialog box, Word automatically creates fields for some basic information, such as first name, last name, and address. If you want to add a new field—for example, a message field—add it now, so you can fill in the field when you type the entry.
To change the order of the fields, choose the field you want to move, and then use the up or down arrows to move the field. When all fields are set up as you want, choose Create to make a new list. In the Open Workbook dialog box, select the sheet you want to use, and then do one of the following:. Choose Filter Recipients to select the recipients you want to include.
Prepare your Excel data source for a mail merge in Word for Mac - Office Support
In the Query Options dialog box, next to List mail merge recipients by , choose Complete record. In the list of contacts, select the contacts you want to include in the mail merge, and then choose OK.
In the Query Options dialog box, under Apple Group Contacts , choose the group you want to include in the mail merge, and then choose OK. In the Header Record Delimiters dialog box, choose a field delimiter to separate each data field and a record delimiter to separate each data record, and then choose OK.
In your document, click in the Drag fields into this box or type text box, and then click the text to remove it. On the Mailings tab, choose Insert Merge Field , and then choose the field you want to add. Add and format the fields you want to be included on the envelope, and choose OK.
If you created the Excel sheet, you know it's not malicious. Click OK. Click OK again, unless you're using another worksheet and have to select that.
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When you're happy with how your "letter" email looks, select Merge to E-Mail. If Merge to E-Mail is grayed out, it means Word doesn't think that Outlook is the default email client. I've seen two situations for this—one is addressed with that command in case Mail stubbornly keeps itself as the default email client, and the other is the corresponding Outlook version not being installed. In other words, you can mix and match and use Word with Outlook as long as Outlook is installed. This is where the setting-Outlook-to-offline-mode approach pays off, because you'll see your Outbox populate with the merged emails that won't send immediately.
So it means you can go into several of the pending emails and just make sure they look the way you want. Great instruction — Thanks so much! In the first Word step. I have matching office versions and I make Outlook my default but my generate email messages is still grayed out. Maybe you can find some kind of script online that will help. Yes, you should have the option to pick HTML or plain text: I am using Mail software not outlook , and added in the preference too.
Prepare your Excel data source for a mail merge in Word for Mac
Still the email merge is not enabled. Your email address will not be published. Word data file - The Word document should contain a single table. The first row of the table must contain headings, and the other rows must contain the records you want to merge. For more information see, Set up a mail merge list with Word. Now that you have chosen your bulk mailing document and have your mailing list ready, you can proceed with the mail merge.
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