Using the Mail Merge Wizard in Microsoft Word 2013

To Produce Personalized Form Letters

You may find that you need to send the same letter to several different people. Though the bulk of text in the
letter may be the same for all the recipients, each letter may need unique information, such as the inside
address or the salutation. Creating personalized form letters is an easy task when you use the Mail Merge
Wizard in Microsoft Word.
To complete this task, you will need a computer with Microsoft Word 2013 installed and a printer.
Before you start, create and save a letter that contains all of the text you want to send to every recipient. This
letter will serve as the main document for your mail merge.

1. With your main document open,

click Start Mail Merge on the
Mailings tab.

2. Select Step-by-Step Mail Merge

Wizard from the dropdown
menu.

This will bring up the Mail Merge

navigation pane along the right
side of your document (referred to
as navigation pane in the
remainder of this document).

3. Verify that Letters is selected as

the document type in the
navigation pane and then click
Next: Starting document.

4. Confirm that Use the Current Document is selected as the starting

document in the navigation pane and click Next: Select recipients at
the bottom of the navigation pane.

5. Choose Type a New List under

Select Recipients, then click
Create in the navigation pane.

Word opens the New Address List

dialog box.

6. Enter address list data for your

letter recipients in the fields in
the New Address List dialog box.
Press the Tab key to move from
field to field until all data for the
first recipient has been entered.
Leave fields empty for which
you do not have recipient data
(i.e. Address Line 2) by tabbing
to the next field.

7. Click New Entry to enter

additional recipients to the
address list. When all entries
are complete, click OK.

Word opens the Save Address List

dialog box.

8. Enter a file name for your

address list in the Save Address
List dialog box and click Save.

Word Opens the Mail Merge

Recipients dialog box.

9. Click OK in the Mail Merge

Recipients dialog box.

10. Click Next: Write your letter

at the bottom of the navigation
pane.

11. Place insertion point 2 lines

below the date in your letter
and click Address Block in the
navigation pane.

Word opens the Insert Address

Block dialog box.

12. Preview the displayed address

and click OK.

Word inserts an address field in

your main document.

13. Press the enter key twice to

move the insertion point to the
salutation line and click Greeting
line in the navigation pane.

Word opens the Insert Greeting

dialog box.

14. Preview the greeting and click

OK.

15. Click Next: Preview your letters

at the bottom of the navigation
pane.

16. Preview your letters using the

double arrow buttons in the
navigation pane, and then click
Next: Complete the Merge
at the bottom of the navigation
pane.

17. Click Edit individual letters.

Word opens the Merge to New

Document dialog box.

18. Confirm that All is selected in

the Merge to New Document
dialog box and Click OK.

Word opens a new document that

contains your merged letters.

19. In the new document, make any

desired edits to personalize the
individual letters, then click the
File tab and select Print to
access the print menu.

Word opens the print preview

dialog box.

20. Adjust print settings as desired,

then click Print to send the
document to the printer.

Congratulations! You have produced a set of personalized form letters using the Microsoft Word Mail Merge
Wizard.

For More Information

For troubleshooting or information on other tasks that can be performed with the Mail Merge Wizard,
such as using Mail Merge to send email, or producing mailing labels and envelopes, please see
https://support.office.com/en-us/word.