Set up a new mail merge list with Word

Create a new mail merge list

1. On the File tab, select New and choose Blank document.

2. On the Mailings tab, select Select Recipients, and then select Type a New List.
   

3. In the New Address List dialog box, type recipient information in each column as appropriate. For more information about using this dialog box, go to Edit Data Source dialog.

4. For each new record, select New Entry.

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

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

      

   2. Select Add.

      

   3. Type a field name and then select OK.

      

   4. Repeat steps b and c for each column or field to add.

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

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

You can now insert mail merge fields in your document. For more information, go to 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 the File tab, select New and choose New Document.
2. On the Mailings tab, choose Select Recipients and select Create 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 and Down 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.