Using Mail Merge with our templates

Because our templates are Microsoft Word documents the mail merge function is available. However, this is a function through Microsoft, not a template function.

We recommend using Microsoft as a resource- they have the best, most current information that will help you use their tool.

Click here to view Microsoft's mail merge instructions

Click here to watch Microsoft's 10 minute instructional video

Here are two step by steps we have found work to perform a mail marge:

Option 1: Choose directory from the ‘start mail merge list’, then choose your excel file in 'select recipients', click on ‘insert merge field’ and click on the excel file. Next click on ‘rules’ and ‘next record’. This will have to be done in every cell that you want the list/text to appear. To see the list generate as you go you can click on ‘preview results’.

Option 2:  Choose directory from the ‘start mail merge list’, then choose your excel file in 'select recipients' , click on ‘insert merge field’ and click on the excel file. Next click on ‘rules’ and ‘next record’. Fill in the first sheet/page this way. Next Highlight the rest of the document/pages/text, hit delete. You should then have either just your first page in the document or the first page and a blank page to follow. If there is not a second blank page you will just need to place your cursor at the bottom of the first page and hit enter until it moves down and creates a new blank page. You will then go back to the first page, highlight the page, hit copy. Move down to the blank page and hit paste. This should then keep generating the list. To have it update, hit preview results twice. This should then show you the names that are in the excel file. Follow the paste steps until the excel file names are complete.

If you are still having trouble you can send us your excel file and item number for the template, we can then see if we are able to help troubleshoot further.

 Happy merging!