Frequently asked questions about mail merge in Publisher 2003 and in Publisher 2002
This article was previously published under Q322305
For a Microsoft Publisher 2000 version of this article, see 307259 (http://support.microsoft.com/kb/307259/).
For a Microsoft Publisher 98 version of this article, see 178589 (http://support.microsoft.com/kb/178589/).
SUMMARY This article answers some frequently asked questions about
the mail merge feature in Microsoft Publisher and about how the mail merge
feature works. MORE INFORMATIONWhat is a mail merge? With the mail merge feature, you can create a single publication that is reused in multiple copies of the publication. Each copy can contain different information. Use a mail merge to create form letters and mailing labels. The feature is also useful for creating certificates, name tags, and tent cards. How does a mail merge work? To perform a mail merge, you create an address list or a data source file. The data source file contains the information that changes with each merged copy of the publication. You must arrange the information in a table. Each column of the table contains one type of information (called a field), and each row of the table contains information for each record. Next, you create a publication. The dimensions of the publication determine the dimensions of the merged copies. Therefore, if you create a set of mailing labels, create a publication that is the size of one label. After you create both of these files, merge the data source and the publication. After you merge the files, you can insert placeholders (or field codes) into the publication. Placeholders tell Publisher where to insert the information from the data source file. The final step in performing a mail merge is to print the publication. You can print copies for all of the records or print only specific records. In each printed copy, Publisher replaces the placeholders with the information that corresponds to each record in the data source file. NOTE: If you print a small publication, such as a label, you can print multiple copies of your publication on a single sheet. In this case, Publisher considers a sheet of 30 labels to be 30 copies of a single, label-sized publication that is printed on a single sheet. Can I use Publisher to create an address list? Yes. To create an address list to use with your mail merge, follow these steps:
Microsoft Publisher Mail Merge can use address lists (data sources) in the following formats:
Publisher can use an address list that contains up to 255 fields. Each field name can contain up to 64 characters. How many records can an address list contain? There is no practical limit to the number of records that an address list can contain. The maximum number of records depends on your computer's memory and available disk space. What happens if I move my address list to another folder? The next time that you open the publication, Publisher prompts you for the new location of the address list. If the publication is open when you change the location of the address list, follow these steps:
Immediately after you add new records to your address list, the new records (addresses) are available to your mail merge publication. To add new records to your attached address list, open the publication that your address list is attached to, and then follow these steps:
If some of your addresses do not appear in the Mail Merge Recipients dialog box, click the arrow next to each column heading, and then click All on each drop-down menu. Can Publisher control the order in which the records are printed? Yes. Publisher has a sorting feature that you can use to control the order in which the records are printed. Publisher also has a filter that you can use to print only records that meet certain criteria. To sort or filter your address list, open the publication to which your address list is attached, and then follow these steps:
The mail merge feature in Publisher is very easy to use, but it does not have all of the features of the mail merge feature in Microsoft Word. For example, Word fields that allow you to include additional information and to control how data is inserted into your document are not included in the mail merge feature in Publisher. Can Publisher merge several publications on a page that contain different addresses? Yes. To do this, you must set your publication as a label or postcard. For more information, click the following article number to view the article in the Microsoft Knowledge Base: 322306 (http://support.microsoft.com/kb/322306/)
How to perform a mail merge for multiple publications that contain different addresses per page in Publisher 2002
REFERENCES
For more information about mail merge in Publisher, click Microsoft Publisher Help on the Help menu, type mail merge in the Office Assistant or the Answer Wizard, and then click Search to view the topics returned.
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