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Mail Merge to Create INVITATIONS in Microsoft Word Using Data From Excel | Step by Step

mail-merge-to-create-invitations-in-microsoft-word-using-data-from-excel-step-by-step

There are so many special occasions in life, and it’s always nice when you can personalize the invitations to them. Don’t send everyone the exact same invitation, but add a name or other custom information to each one.

In this hands-on tutorial, I’ll show you how to create a new wedding invitation using the Microsoft Word template. Then we’ll set up a mail merge to pull information from a Microsoft Excel spreadsheet, adding a first name to each invitation.

If you already have invitations in Word, you should still be able to follow along with the steps.

00:00 – Overviewing the merged invitations in Microsoft Word
00:25 – Setting up name and address information in Microsoft Excel
00:54 – Creating new wedding invitations using the Microsoft Word templates
01:38 – Starting the mail merge for letters
01:55 – Selecting the merge recipients, browsing to the Excel workbook
02:34 – Inserting merge fields into the Word document
03:16 – Previewing the merged data
03:24 – Inserting rules for next record so we get different names
04:23 – Finishing the mail merge into a new document

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