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Mail Merge Creating Mailing Labels 3/28/ 2011 Flipbook PDF
Mail Merge Creating Mailing Labels 3/28/2011 Hobart and William Smith Colleges · Information Technology Services Page 1
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Mail Merge Creating Mailing Labels
3/28/2011
Creating Mailing Labels in Microsoft Word Address data in a Microsoft Excel file can be turned into mailing labels in Microsoft Word through a mail merge process. First, obtain or create an Excel spreadsheet with the address data. Second, a label template must be set up in Word. Third, using the template, create labels containing the address data from Excel.
To create labels in Word 2003: Set up the label template 1. In Microsoft Word, go to Tools > Letters and Mailings > Mail Merge
2. In the Mail Merge window, click Labels 3. At the bottom of the Mail Merge window, click Next: Starting Document
4. Under Change Document Layout, click Label options
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Mail Merge Creating Mailing Labels 5. In the Label Options window, adjust the settings to match your printer and label sheets for the following: • type of printer • name of the label company • product number of the label sheets 6. Click OK
Word will use these settings to create a label template. You may need to go to Table > Show Gridlines to see the structure.
Connect to the recipients 7. At the bottom of the Mail Merge window, click Next: Select recipients 8. In the Mail Merge window, under Select recipients, select Use an existing list 9. Under Use an existing list, click Browse
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3/28/2011
Mail Merge Creating Mailing Labels
3/28/2011
10. In the Select Data Source dialog box, locate and select the Excel spreadsheet 11. Click Open
12. In the Select Table window, locate and select the worksheet 13. Check First row of data contains column headers 14. Click OK 15. In the Mail Merge Recipients window that appears, you may edit the recipient list; when you are satisfied, click OK 16. At the bottom of the mail merge window, click Next: Arrange your labels
Add placeholders, called mail merge fields, to the labels Using the column names from the Excel spreadsheet, position the address fields on the label. Note: When you insert a mail merge field into the label document, the field name is always surrounded by chevrons (« »). These chevrons do not appear on the final labels. 17. On the page of labels, click on the top line in the first label 18. In the mail merge window, click More items
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Mail Merge Creating Mailing Labels
19. In the items window, click Match Fields
20. In the Match Fields window, for each field to include, select the matching Excel column name from the dropdown menu 21. Click OK
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Mail Merge Creating Mailing Labels
22. In the Insert Merge Field window, click the first field to insert 23. Click Insert The field will be placed on the label line clicked in Step 17. 24. In the Insert Merge Field window, continue to add fields until the label is complete 25. In the Insert Merge Field window, click Close
26. On the page of labels, in the first label where the fields have been added, enter line breaks, commas, spaces, etc. until the label is formatted correctly
27. When the first label is complete, in the Mail Merge window, under Replicate Labels, click Update all labels The content of the first label is replicated to all the other labels.
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3/28/2011
Mail Merge Creating Mailing Labels
3/28/2011
Preview the labels 28. In the Mail Merge window, under Replicate Labels, click Next: Preview your labels • Page through each label by clicking the Next Record and Previous Record buttons • Preview a specific label by clicking Find Recipient
Complete the mail merge and print the labels 29. In the Mail Merge window, under Replicate Labels, click Next: Compete the merge 30. In the Mail Merge window, under Merge, click Print 31. Choose whether to print the whole set of labels, only the label that is currently visible, or a subset of the set, which you specify by record number 32. Click OK 33. On the print dialogue box, adjust the settings as necessary and click OK
Save the label template After creating the mail merge for the labels, it is a good idea to save the original template to use again. When you save the original template, you also save its connection to the data file. The next time that you open the original template, you will be prompted to choose whether you want the information from the data file to be merged again. • •
If you click Yes, the document opens with the information from the first Excel file of recipients merged in If you click No, the connection between the label template and the Excel spreadsheet is broken; starting at Step 5 above, you can create a new merge using the existing fields but with a different Excel file of recipients
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