How to Merge Letters in Word 2013 Using Mail Merge

Imagine we have an invitation template containing information such as: Full Name, Address, Gender, Year of Birth.

And the Excel data file looks like this:

Step 1: Open the invitation template, on the Ribbon toolbar select tab Mailings > Start Mail Merge > Step by Step Mail Merge Wizard.

Step 2: The Mail Merge dialog box appears on the right side of Word, you will have 5 choices.

Step 5: In the Select table dialog box that opens, choose the correct sheet containing the data and click OK

Step 6: We will have a list of invitees, and in the options section, we also have some choices

Sort: Rearrange the invitee data according to a specific field, depending on the case
Filter: Extract the necessary lists from the long list
Find duplicates: Identify similar data to remove
Validate address: Confirm the address

Typically, we use the sorting feature first, followed by filtering to refine the necessary data.

Let's imagine here we're filtering data, inviting only male guests born after or in 1988.

Now, let's see the result. If you're satisfied, click OK. Otherwise, if you don't want to filter anymore, click Clear All to remove all filters and return to the default list.

Step 8: Continue by clicking Next: Write your letter

Step 9: At this stage, let's choose More items for further processing.

Specifically, you'll click the mouse cursor where you want to insert on the letter template with corresponding fields, then select from the Database Fields list and click Insert.

Step 10: Once all inserted, it will look like this. Also, click Next: Preview your letter to initiate mail merge in Word.

Step 11: After mail merge, you can preview the result by clicking the forward and backward arrows. If everything looks correct, click Next: Complete the merge

Step 12: Finally, we've completed the mail merge in Word 2013. Now, you'll have two options.

Print: Print all the merged invitations
Edit individual letters: Make additional personalizations

Depending on your current needs, you can either print all the invitations or review and edit the information for accuracy.

Above are the complete steps for mail merging in Word 2013 for your reference. Hope this article is helpful and aids you in completing your tasks swiftly. Additionally, with the numerous features Word offers, you can comfortably utilize and innovate document files in your work. Moreover, creating and editing content in Word documents will be much quicker and more accurate if you can create a folder tree in Word to manage document sections. By doing so, you only need to click on the section in this folder tree to immediately navigate to the location you need to edit, thereby increasing your work efficiency.