邮件(Mail)合并是Microsoft Word的一项功能,可帮助您简化创建个性化信件、标签、信封、电子邮件和目录的过程。由于邮件合并不是最常用的MS Word功能之一,一些用户可能不知道如何在Word中进行邮件合并以创建信件、标签和信封。
如果您想节省手动个性化每个字母、标签或其他文档的时间,邮件合并可以派上用场。即使您从未尝试过创建邮件合并信函,该过程也非常简单,我们将引导您完成以下每个步骤。
如何创建邮件合并信件
Microsoft Word有一个向导,可以引导您创建邮件合并信函(creating mail merge letters)。向导将询问您要使用的信件以及信件的收件人,因此请确保您准备好插入收件人列表。如果您不这样做,没什么大不了的,您可以随时手动添加收件人列表。
- 打开一个Word文档并输入您的信息。省略个性化元素(例如,标题、姓名、城市等)。现在,您可以为要插入这些元素的位置留一个空白,如下所示:
- 准备好模板后,从顶部功能区中选择邮件(Mailings)>开始邮件合并(Start Mail Merge )>分步邮件合并向导。(Step-by-Step Mail Merge Wizard )
- 一个新的窗格将出现在您的MS Word(MS Word)窗口的右边框上。这是将引导您完成整个过程的向导。作为第一步,您需要选择您正在处理的文档类型。选择Letters并选择Next: Starting document。
- 接下来,您需要选择要用于邮件合并的文档。
如果您已经为信函输入了一些内容,请选择使用当前文档(Use the current document)。
如果要使用即用型模板,请选择从模板开始。(Start from a template. )选择起始文档后,单击选择收件人(Select recipients)。
- 下一步是选择收件人。假设您有一个填充了收件人数据的Excel 工作表,您可以通过选择(Excel)使用现有文件(Use an existing file)选项并从后续部分中 选择浏览来导入数据。(Browse)
使用资源管理器导航到包含收件人列表的工作表,选择工作表并选择打开(Open)。
当您选择工作表时,您将看到“选择表(Select Table)”窗口。选择相关表。如果您的数据确实如此,请务必选中文本First row of data contains column headers旁边的框,然后选择(First row of data contains column headers)OK。
接下来,您将看到Word将在合并中使用的收件人列表。如果一切正常,请选择OK。
添加Excel 工作(Excel)表后,选择Next: Write your letter。
- 您现在可以在信函中添加占位符了。将光标移到要添加占位符的位置,然后从邮件合并窗格中选择更多项目。(More items )
“插入合并字段(Insert Merge Field)”对话框将打开,您可以从中选择相关占位符,然后选择“插入(Insert)”将其添加到您的信函中。
- 插入所有合并字段后,选择Next: Preview your letters。
这将向您显示使用邮件合并生成的所有信件的预览。您可以使用邮件合并窗格中的箭头按钮来切换信件的预览。
- 选择下一步:完成合并(Next: Complete the merge)。在后续步骤中,选择“打印(Print)” (如果要打印所有字母)或“编辑单个字母(Edit individual letters )” > “全部”(All )(如果要将字母合并到单个文档中)。
如何创建邮件合并标签
在Excel(Excel)表格中整齐地编制您的邮件列表总是一个好主意,这样您在需要某人的邮件详细信息时就不会感到头晕目眩。但是,如果您想打印标签,您的Excel 工作(Excel)表编译将无法完成。相反,您需要在 MS Word 上创建邮件合并标签。(create mail merge labels)
- 如果您已有包含邮寄详细信息的Excel表格,则可以跳至下一步。如果没有,请在Excel(Excel)表上组织您的邮件列表。添加一些标题(名字(First Name)、姓氏、地址(Address)等)并对列表进行排序。
- 切换到MS Word。使用向导创建标签。打开一个空白文档,然后选择“邮件(Mailings)” > “选择邮件合并”(Select Mail Merge ) > “逐步邮件合并向导”(Step-by-Step Mail Merge Wizard)。
- 选择标签(Labels),然后选择下一步:开始文档(Next: Starting document)。
- 在下一个屏幕上,选择更改文档布局(Change document layout)。接下来,选择标签选项(Label options)以设置您的产品编号和标签品牌。
选择OK后,您将看到文档上列出的标签。如果不这样做,请转到表格设计(Table Design )>边框(Borders )并选择查看网格线。(View Gridlines.)
- 返回MS Word中的“邮件”选项卡并选择“(Mailings)选择收件人(Select Recipients)” > “使用现有列表”。 (Use an Existing List. )
导航到包含邮件列表的Excel文件。选择文件并选择Open。
- 您将看到“选择表(Select Table )”窗口。如果您的工作簿中有多个工作表,您将在此处看到多个项目。选择包含您的邮件列表的那个。选中文本First row of data contains column headers 旁边的框,(First row of data contains column headers,)然后选择OK。
- MS Word导入邮件列表。选择地址块(Address Block)。看右边的预览。
如果它看起来不像您想要的那样,请选择匹配字段。(Match Fields. )确保(Make)所有详细信息都对应于工作表中的适当标题,然后选择OK。
再看预告。如果看起来不错,请选择OK。
- 您现在将在标签中看到<<AddressBlock>> 转到邮件(Mailings)>更新标签(Update Labels)以将<<AddressBlock>>添加到所有标签。
- 标签现在可以合并了。转到邮件(Mailings)>完成并合并(Finish & Merge )>编辑单个文档(Edit Individual Documents)。
你会看到一个小窗口弹出。选择全部(All),然后确定(OK)。
- 您现在将看到所有标签合并。
如何创建邮件合并信封
创建邮件合并信封与标签的创建基本相同,但有一些调整。
再次单击Mailings > Start Mail Merge > Step-by-Step Mail Merge Wizard,但这一次,选择Envelopes,然后选择Next: 从(Next: Starting document)底部开始文档。
- 您将被要求选择一个起始文件。选择信封选项(Envelope options)以选择信封尺寸和交货/退货地址的位置(请参阅下一步),然后选择下一步:选择收件人(Next: Select recipients)。
- 当您选择信封选项(Envelope options)时,您会看到一个小窗口弹出。选择您喜欢的信封尺寸,然后选择字体和位置以用于交付和退货地址。
- 向导的下一步是选择收件人。选择使用现有列表(Use an existing list)(假设您已经有一个包含收件人数据的Excel工作表),然后选择(Excel)浏览(Browse)以查找文件。选择相关文件,然后单击下一步:排列您的信封(Next: Arrange your envelope)。
- 在下一个屏幕上,选择Address block,查看预览以确保它看起来像您想要的那样,然后选择OK。
您现在会看到<<AddressBlock>>出现在信封上。
- 选择下一步:预览您的信封(Next: Preview your envelopes)。您将看到与在上一步中看到的相同的预览,但在您的文档上。您可以使用向导窗格中的箭头按钮在信封之间切换。
您的信封现在可以合并了。选择下一步:完成合并(Next: Complete the merge)。
- 在以下屏幕上,您将看到编辑单个信封(Edit individual envelopes)的选项。选择它,选择All以合并所有记录,然后选择OK。
您现在将看到所有信封合并到一个文档中。
批量打印和电子邮件变得容易
使用邮件合并可以为您节省大量时间,否则您将花费在自定义信件、标签或信封上。不过,这并不是您使用MS Word(MS Word)所能做的全部。您还可以创建贺卡(greeting cards)、小册子(booklets)和索引卡(index cards)。
邮件(Mail)合并已经存在了一段时间,但如果您希望提高流程效率,Microsoft Office 2019 引入了一些(Microsoft Office 2019 introduced some neat features)您可能想要查看的简洁功能。
How to Use Mail Merge in Word to Create Letters, Labels, and Envelopes
Mail merge is a Microsoft Word feature that helps you streamline creating personalized letters, labels, envelopes, еmails, and a directory. Sincе mail merge іs not among the most commonly used MS Word featurеs, some υsers might not know how to do a mail merge in Word to create letters, lаbels, and envelоpes.
If you’re trying to save time spent on manually personalizing each letter, label, or other documents, mail merge can come in handy. Even if you’ve never tried to create a mail merge letter, the process is pretty straightforward, and we walk you through each step below.
How to Create Mail Merge Letters
Microsoft Word has a wizard that walks you through creating mail merge letters. The wizard will ask for the letter you’d like to use and the recipients of the letter along the way, so make sure you have a list of recipients ready to insert. If you don’t, no biggie, you can always add a list of recipients manually.
- Open a Word document and type out your message. Leave out the personalized elements (for instance, title, name, city, etc.). For now, you could just leave a blank space for where you want to insert these elements, like so:
- When your template is ready, select Mailings > Start Mail Merge > Step-by-Step Mail Merge Wizard from the top ribbon.
- A new pane will appear along the right border of your MS Word window. This is the wizard that will walk you through the process. As a first step, you’ll need to select the type of document you’re working on. Select Letters and choose Next: Starting document.
- You’ll need to choose the document you want to use for mail merge in the next.
If you’ve already typed in some content for your letter, select Use the current document.
If you want to use a ready-to-use template, select Start from a template. When you’ve chosen a starting document, click on Select recipients.
- The next step is to select recipients. Assuming you have an Excel sheet populated with the recipient data, you can import the data by selecting the Use an existing file option and selecting Browse from the subsequent section.
Navigate to the sheet containing the list of recipients using the explorer, select the sheet and select Open.
When you select the sheet, you’ll see the Select Table window. Select the relevant table(s). Be sure to check the box beside the text First row of data contains column headers if that’s true for your data, and select OK.
Next, you’ll see the list of recipients that Word will use in your merge. If everything looks good, select OK.
When you’ve added the Excel sheet, select Next: Write your letter.
- You’re now ready to add placeholders in your letter. Bring your cursor to where you want to add the placeholder and select More items from the mail merge pane.
The Insert Merge Field dialog box will open from where you can select the relevant placeholder and select Insert to add it to your letter.
- When you’ve inserted all merge fields, select Next: Preview your letters.
This will show you a preview of all letters generated with mail merge. You can use arrow buttons in the mail merge pane to switch the preview of letters.
- Select Next: Complete the merge. In the subsequent step, select either Print (if you want to print all letters) or Edit individual letters > All (if you’re going to merge the letters into a single document).
How to Create Mail Merge Labels
It’s always a good idea to compile your mailing list tidily in an Excel sheet so you don’t feel dizzy when you need someone’s mailing details. However, if you want to print the labels, your Excel sheet compilation won’t cut it. Instead, you’ll need to create mail merge labels on MS Word.
- If you already have an Excel sheet with mailing details, you can skip over to the next step. If not, organize your mailing list on an Excel sheet. Add some headers (First Name, Last Name, Address, etc.) and get your list sorted.
- Switch over to MS Word. Use the wizard for creating labels. Open a blank document and select Mailings > Select Mail Merge > Step-by-Step Mail Merge Wizard.
- Select Labels and then Next: Starting document.
- On the next screen, select Change document layout. Next, select Label options to set your product number and label brand.
Once you select OK, you’ll see the labels outlined on your document. If you don’t, go to Table Design > Borders and select View Gridlines.
- Go back to the Mailings tab in MS Word and select Select Recipients > Use an Existing List.
Navigate to the Excel file containing the mail list. Select the file and select Open.
- You’ll see the Select Table window. If you have multiple sheets in your workbook, you’ll see more than one item here. Select the one that contains your mailing list. Check the box besides the text First row of data contains column headers, and select OK.
- MS Word imports the mailing list. Select Address Block. Look at the preview on the right.
If it doesn’t look like how you want it, select Match Fields. Make sure that all details correspond to an appropriate header from your worksheet and select OK.
Look at the preview again. If it looks good, select OK.
- You’ll now see <<AddressBlock>> in the label. Go to Mailings > Update Labels to add <<AddressBlock>> to all labels.
- The labels are now ready to be merged. Go to Mailings > Finish & Merge > Edit Individual Documents.
You’ll see a small window pop up. Select All and then OK.
- You’ll now see all your labels merged.
How to Create Mail Merge Envelopes
Creating mail merge envelopes is mostly the same as that for labels, but with a few tweaks.
Again, click on Mailings > Start Mail Merge > Step-by-Step Mail Merge Wizard, but this time, select Envelopes and then select Next: Starting document from the bottom.
- You’ll be asked to select a starting document. Select Envelope options to select envelope size and position of the delivery/return address (refer to next step), and select Next: Select recipients.
- When you select Envelope options, you’ll see a small window pop up. Select your preferred envelope size and select the font and the placement for delivery and return address.
- The next step in the wizard is to select recipients. Select Use an existing list (assuming you already have an Excel sheet containing the recipient data), and select Browse to look for the file. Select the relevant file and click on Next: Arrange your envelope.
- On your next screen, select Address block, look at the preview to ensure it looks like you want it to, and select OK.
You’ll now see <<AddressBlock>> appear on the envelope.
- Select Next: Preview your envelopes. You’ll see the same preview you saw in the previous step but on your document. You can use the arrow buttons in the wizard pane to switch between envelopes.
Your envelopes are now ready to be merged. Select Next: Complete the merge.
- On the following screen, you’ll see an option to Edit individual envelopes. Select it, select All to merge all records, and select OK.
You’ll now see all envelopes merged into a single document.
Bulk Printing and Emails Made Easy
Using mail merge can save you a ton of time you’d otherwise spend customizing your letters, labels, or envelopes. That’s not all you can do with MS Word, though. You can also create greeting cards, booklets, and index cards.
Mail merge has been around for a while, but if you’re looking to make your processes efficient, Microsoft Office 2019 introduced some neat features you may want to look at.