MS-Word / General Formatting

Execute Mail Merge

Results of a Mail Merge Operation

After you specify the data source you want to use and enter merge fields in the main document, you can preview the merged documents before performing the actual merge.

To preview the results of a mail merge operation
  1. On the Mailings tab, in the Preview Results group, click the Preview Results button.
  2. In the Write & Insert Fields group, click the Highlight Merge Fields button. Verify that the highlighted merge fields are correctly specified and placed.
  3. In the Preview Results group, click the Next Record button or Previous Record button to display each merged document that will be generated. Click the First Record button or Last Record button to display the first or last merged document that will be generated.
  4. To preview the mail merge results for a specific record, click the Find Recipient button in the Preview Results group. In the Find Entry dialog box, enter a name or other record detail in the Find box, and then click Find Next.

Or

  1. Display the Preview your e-mail messages page of the Mail Merge task pane.
  2. In the Mail Merge task pane, click the Next Record button or Previous Record button to display each merged document that will be generated.
  3. To preview the mail merge results for a specific record, click Find a recipient. In the Find Entry dialog box, enter a name or other record detail in the Find box, and then click Find Next.
To exclude a displayed recipient from a mail merge operation
On the Preview your e-mail messages page of the Mail Merge task pane, under Make changes, click Exclude this recipient.
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In this tutorial:

  1. Mail Merge Operations
  2. Set Up Mail Merge
  3. Merging Source Documents
  4. Setting Up a Mail Merge by Using the Mail Merge Wizard
  5. Execute Mail Merge
  6. Completing the Mail Merge Operation