How to Mail Merge into a Letter in Word

• Download Donor Information
  1. In the Reports tab under Donors select the first report titled Donor Information and either download it or email it to yourself
  2. Name and save the Excel sheet to your computer
• Start your letter in Word
  1. Open a blank document
  2. Go to Mailings> Start Mail Merge > Letter
  3. Then type the body of your letter
• Connect the donor information
  1. Go to Select Recipients > Use an Existing List
  2. Select the Excel file you saved to your computer
  3. Make sure the “First row of data contains columns” is checked and click “OK”

• Add personalization to your letter
  1. Go to Mailings> Address Block.
     1. Choose a format for the recipient's name in the Insert Address Block dialog box.2. Go to Greeting Line
        1. Choose the format for the greeting

• Preview your letter
  1. This is how your letter will appear after the previous four steps
  2. To preview the changes go to Preview Results
• 
• Finish and Distribute Your Letter
  1. Go to Finish & Merge
  2. Choose your distribution option