Microsoft Word中的邮件合并允许您发送个性化的信件和电子邮件,而无需自定义每个信件。您可以按照自己的方式准备文档,并为要从数据源动态填充的各种数据字段添加占位符。
例如,您可以为所有朋友准备一封信,询问他们的情况,但可以在信中动态更改名称和城市。这样,您给John的通用信件将提及他的名字和他的城市,而给(John)Mike的同一封信将在他的信中包含Mike的名字和他的城市。
在 Excel 电子表格中创建收件人列表(Create Your Recipients List In An Excel Spreadsheet)
您需要将收件人列表及其数据收集到单个数据源中。一个简单的方法是创建一个Microsoft Excel电子表格并将所有收件人的数据添加到其中。然后,您可以将此 Excel 数据检索到Microsoft Word 中的邮件合并信函中。(retrieve this Excel data into the mail merge letter)
- 使用开始菜单(Start Menu)搜索来搜索并打开Microsoft Excel。
- 单击左侧边栏中的主页(Home)选项卡,然后从右侧窗格中选择空白工作簿。(Blank workbook)这将为您创建一个空白工作表。
- 开始(Start)为您的邮件合并收件人输入数据。确保(Make)将第一行用于数据标题。如果您要输入某人的姓名,请使用姓名(Name)作为第一行的标题,依此类推。
- 在下面的示例中,我们创建了一个包含四个人的一些数据的表。我们将在Microsoft Word(Microsoft Word)中为每个人创建个性化的邮件合并信函。
- 单击顶部的文件(File)菜单,从左侧边栏中选择保存,然后单击(Save)浏览(Browse)按钮。
- 导航(Navigate)到您的桌面,输入Excel电子表格的名称,然后单击“保存(Save)”按钮将电子表格保存到您的桌面。这将使您在Microsoft Word中使用电子表格时更容易找到它。
- 您可以关闭计算机上的Microsoft Excel。
在 Microsoft Word 中准备文档(Prepare Your Document In Microsoft Word)
您需要写一封通用信函,将其发送给每个收件人(send to each of your recipients)。这封信应包含所有收件人共有的信息。一些例子包括写问候语、询问他们过得怎么样、分享你的想法等等。
将您希望收件人信息出现的字段留空。稍后您将在Microsoft Word中开始邮件合并时添加它。
- 从计算机上的“开始”菜单(Start Menu)启动Microsoft Word。
- 单击左侧边栏中的主页(Home),然后从右侧窗格中选择空白文档。(Blank document )如果需要,您也可以使用模板。
- 将打开一个空白文档。写下您要发送给收件人的信。
- 您可以自由使用任何颜色、格式、字体样式和其他您想要的项目。我们创建了以下简单的信件发送给我们的收件人。这封信的顶部是该人的姓名,底部是他们的城市。
- 保持文档打开,因为您将在下面的部分中进行邮件合并。
在 Microsoft Word 中创建邮件合并(Create a Mail Merge In Microsoft Word)
Microsoft Word允许您使用分步向导创建邮件合并。这使您可以非常轻松地选择要使用的信件、添加所需的收件人以及动态更改信件的内容。
- 当您的信件仍在Word中打开时,单击顶部的“邮件”选项卡,选择“(Mailings)开始邮件合并”(Start Mail Merge)选项,然后选择“逐步邮件合并向导”(Step-by-Step Mail Merge Wizard)。
- 屏幕右侧将出现一个新窗格。在说选择文档类型(Select document type)的第一部分下,选择信函(Letters)。如果您想通过电子邮件发送信件,您可以选择电子邮件。(E-mail messages)
然后单击底部的下一步:开始文档继续。(Next: Starting document)
- 在以下屏幕上,Word将询问您要用于邮件合并的文档。单击使用当前文档(Use the current document)选项以将当前字母用于任务。
如果您的信件在另一个Word文件中,请单击从现有文档开始(Start from existing document)以打开该文件。
然后点击下一步:选择底部的收件人。(Next: Select recipients)
- 在选择收件人(Select recipients)部分下,选择使用现有列表(Use an existing list)。这是因为您已经创建了一个包含收件人数据的Excel电子表格。(Excel)如果您尚未收集收件人的数据,则
可以选择键入新列表选项。(Type a new list)
然后单击浏览(Browse)以导入您的 Excel 电子表格。
- 导航(Navigate)到您的桌面并双击您之前创建的Excel电子表格。(Excel)这将在Microsoft Word(Microsoft Word)中打开电子表格。
- Word会询问您要使用电子表格中的哪个工作表。选择包含您的数据的工作表,选中第一行数据包含列标题(First row of data contains column headers)选项,然后单击确定(OK)。
- (Word)如果您不想使用列表中的每个人,Word允许您选择要用于邮件合并的收件人。选中(Checkmark)您要包含在信件中的人的复选框。
您可以使用列表下方的优化选项对收件人进行排序和过滤。排序(Sorting)使您可以按升序和降序对记录进行排序。过滤(Filtering)让您可以比较字段并过滤掉不需要的字段。
最后,点击底部的确定。(OK)
- 点击下一步:在底部写下你的信。(Next: Write your letter)
- 以下屏幕可让您在信函中使用数据字段。要使用此功能,请将光标放在要在信中添加数据字段的位置,然后单击右侧窗格中的更多项目。(More items )
- 选择要添加的数据字段,然后单击底部的插入。(Insert)
- 您需要将所有数据字段添加到信函中,以便您的信函中包含所有必需的信息。然后单击下一步:预览您的信件(Next: Preview your letters)。
- 您可以预览将作为邮件合并结果生成的信件。单击左右箭头图标以查看每个收件人的信件。
然后单击下一步:完成合并(Next: Complete the merge)。
- 您现在可以单击“打印(Print)”来打印这些个性化信件,或者选择“编辑单个信件(Edit individual letters)”来编辑这些信件。
邮件(Mail)合并确实是Microsoft Word 中一项非常省时的功能(feature in Microsoft Word)。
您知道您可以在 Word 中将多个文档合并在一起(merge multiple documents together in Word)吗?如果您已经编写了个性化的信件并且想要将它们合并到一个文件中,这将有所帮助。
How To Create a Mail Merge In Microsoft Word
Mail merge in Microsoft Word allows you to send personalized letters and emails without having to customize each letter. You can prepare your document the way you want and add placeholders for the various data fields that you want to dynamically fill from a data source.
For example, you can prepare a single letter for all your friends asking how they’re doing but with the ability to change the names and cities dynamically in the letter. This way, your generic letter to John will mention his name and his city, and the same letter to Mike will have Mike’s name and his city on his letter.
Create Your Recipients List In An Excel Spreadsheet
You’ll need to gather a list of recipients and their data into a single data source. An easy way to do this is to create a Microsoft Excel spreadsheet and add all your recipients’ data to it. You can then retrieve this Excel data into the mail merge letter in Microsoft Word.
- Use the Start Menu search to search for and open Microsoft Excel.
- Click the Home tab in the left sidebar and choose Blank workbook from the right-hand side pane. This’ll create a blank worksheet for you.
- Start entering data for your mail merge recipients. Make sure to use the first row for the headers of your data. If you’re going to enter someone’s name, use Name as the header in the first row, and so on.
- In the following example, we’ve created a table with some data for four people. We’ll create a personalized mail merge letter for each of these people in Microsoft Word.
- Click the File menu at the top, choose Save from the left sidebar, and click the Browse button.
- Navigate to your desktop, enter a name for your Excel spreadsheet, and click the Save button to save the spreadsheet to your desktop. This’ll make finding your spreadsheet easier when you use it in Microsoft Word.
- You can close Microsoft Excel on your computer.
Prepare Your Document In Microsoft Word
You’ll need to write a generic letter that you want to send to each of your recipients. This letter should contain the information that’s common to all recipients. Some examples include writing the greeting line, asking how they’re doing, sharing your thoughts, and so on.
Keep the fields blank where you want your recipients’ information to appear. You’ll add that later when you start the mail merge in Microsoft Word.
- Launch Microsoft Word from the Start Menu on your computer.
- Click Home in the left sidebar and choose Blank document from the right-hand side pane. You can use a template as well if you want.
- A blank document will open. Write the letter you want to send to your recipients.
- You’re free to use any colors, formatting, font styles, and other items you want. We’ve created the following simple letter to send to our recipients. The letter will have the person’s name at the top and their city at the bottom.
- Keep the document open as you’ll do the mail merge in the section below.
Create a Mail Merge In Microsoft Word
Microsoft Word lets you create a mail merge using the step-by-step wizard. This makes it extremely easy for you to choose the letter you want to use, add the recipients you need, and dynamically change the content of the letter.
- While your letter is still open in Word, click the Mailings tab at the top, select the Start Mail Merge option, and choose Step-by-Step Mail Merge Wizard.
- A new pane will appear on the right-hand side of your screen. Under the first section that says Select document type, choose Letters. You can choose E-mail messages if you want to send your letter via an email.
Then click Next: Starting document at the bottom to continue.
- On the following screen, Word will ask what document you want to use for mail merge. Click the Use the current document option to use your current letter for the task.
If your letter is in another Word file, click the Start from existing document to open that file.
Then click Next: Select recipients at the bottom.
- Under the Select recipients section, select Use an existing list. This is because you’ve already created an Excel spreadsheet containing your recipients’ data.
You can select the Type a new list option if you don’t already have your recipients’ data gathered.
Then click Browse to import your Excel spreadsheet.
- Navigate to your desktop and double-click the Excel spreadsheet you created earlier. This’ll open the spreadsheet in Microsoft Word.
- Word will ask which sheet you’d like to use from your spreadsheet. Select the sheet that contains your data, checkmark the First row of data contains column headers option, and click OK.
- Word lets you select the recipients you want to use for mail merge if you don’t want to use everyone that’s on the list. Checkmark boxes for the people that you want to include in your letters.
You can use the refine options beneath the list to sort and filter your recipients. Sorting lets you sort your records in ascending and descending orders. Filtering lets you compare the fields and filter out the ones you don’t need.
Finally, click OK at the bottom.
- Click Next: Write your letter at the bottom.
- The following screen lets you use your data fields in your letter. To use this, put your cursor where you want to add a data field in the letter and click More items on the right-hand side pane.
- Choose the data field you want to add and click Insert at the bottom.
- You’ll want to add all your data fields to the letter so that your letters have all the required information in them. Then click Next: Preview your letters.
- You can preview the letters that will be generated as the result of your mail merge. Click the left and right arrow icons to view letters for each of your recipients.
Then click Next: Complete the merge.
- You can now click Print to print these personalized letters or select Edit individual letters to edit these letters.
Mail merge is indeed a great time-saving feature in Microsoft Word.
Did you know you could merge multiple documents together in Word? That’ll help if you’ve already written your personalized letters and you want to combine them into a single file.