Set up a new mail merge list with Word (2024)

Create a new mail merge list

  1. On theFiletab, selectNew and chooseBlank Document.

  2. On the Mailings tab, chooseSelect Recipients and selectType a New List.

  3. Set up a new mail merge list with Word (1)

  4. In the New Address List dialog box type recipient information in each column as appropriate. For more info on using the dialog box, see Edit Data Source.

  5. For each new record, select Add New.

  6. If you need more columns, such as for an order number, follow these steps:

    1. In the New Address List dialog box choose Customize Columns.

      Set up a new mail merge list with Word (2)
    2. Choose Add.

      Set up a new mail merge list with Word (3)
    3. Type a field name and then select OK.

      Set up a new mail merge list with Word (4)
    4. Repeat steps b and c for each column or field to add.

  7. When you're done adding all the people you want to your list, choose OK.

  8. In the Save Address List dialog box, give your new file a name, and then choose Save.

You can now insert mail merge fields in your document. For more information, see Insert mail merge fields.

Create a mailing list in Word

A mailing list can be created within Word for sending bulk mail during mail merge process.

  1. On theFile tab, selectNew and chooseNew Document.

  2. On theMailings tab, chooseSelect Recipients and selectCreate a New List.

  3. In the Edit List Fields, you'll see a set of automatic fields that Word supplies. If you want a new field, type a name into New Field name to add it to the list.

  4. Use the Up Set up a new mail merge list with Word (5) and Down Set up a new mail merge list with Word (6) buttons to reposition fields

  5. Select Create.

  6. In the Save dialog, give the list a name and save it.

  7. In Edit List Entries, type the data in each column for the mailing list.

  8. For each new record, select the + button. To remove a record, go to the record and press the - button

  9. When you're done adding all the people you want to your list, choose OK.

To later modify the list, follow these steps:

  1. Go to Mailings > Select Recipients.

  2. Select Use an existing list, choose the list you previously created and select Open.

  3. Add or edit records in the Edit List Entries dialog box.

Set up a new mail merge list with Word (2024)
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