Why Is My Mail Merge Not Working?

1. Mail Merged Barcode Doesn’t Work If your barcodes aren’t working correctly, check for extra spaces around the merged field. Make sure any leading and trailing characters are right next to the merged field and don’t have any spaces between them and the merged field.

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Why is my mail merge not pulling all data?

The root cause of the “skipping” behavior during a Mass Mail Merge for labels, is an improperly formatted MS Word document that is used as the source for the Mail Merge template. More specifically, the incorrect placement of the ‘next record’ merge field in the MS Word document can/will cause the skipping behavior.

How do I enable mail merge?

How to Use Mail Merge in Microsoft Word

  1. In a blank Microsoft Word document, click on the Mailings tab, and in the Start Mail Merge group, click Start Mail Merge .
  2. Click Step-by-Step Mail Merge Wizard .
  3. Select your document type.
  4. Select the starting document.
  5. Select recipients.
  6. Write the letter and add custom fields.

How do I fix mail merge formatting?

Formatting an Excel Mail Merge Field

  1. Select the field, such as Amount, as shown in this example.
  2. Press [Alt] + F9 to reveal the field coding.
  3. Edit the field by simply inserting a numeric switch code to the end of the field.
  4. Press [Alt] + F9 again.

Why is my mail merge blank?

Make sure that the letter has been created.So a letter created as a conditional mail merge would appear blank when merged as a simple mail merge. Try to merge the letter using one and then the other of conditional and simple merge forms.

How do I fix a mail merge in Word?

To restore a Word mail-merge main document to a normal Word document, follow these steps:

  1. Display the Mail Merge toolbar if you do not see it on your screen.
  2. On the Mail Merge toolbar, click Main document setup.
  3. Click Normal Word document, and then click OK.

Why is Merge email greyed out in Word?

Merge to Email is available only if Outlook is set as your Default email program. The macOS does set the default, but sets it to its own email program 🙂 That has to be done by changing the General Preferences in Apple’s Mail.

How do I enable mail merge in Outlook?

Go to Mailings > Preview Results to see how the email messages look. Use the left and right arrow buttons on the Mailings tab, to scroll through each email message. Select Preview Results again to add or remove merge fields. When ready, go to Mailings > Finish & Merge > Merge to E-Mail.

Why is my mail merge date format not working?

Sometimes in a Word Mail Merge the dates do not come out as Day/Month/Year regardless of how you enter it in your data (usually an Excel spreadsheet). To fix this you need a workaround in Word. Essentially you need to add a code to tell Word what format you want it to show.

How do I format a mail merge?

In the template document, while the merge field is selected, do the following to display the field code: Press Shift + F9 on Windows. Press Fn + Shift + F9 on Mac.
Date and numeric format examples.

Field format Merge field syntax
To use standard percentage formatting: 0.08 {MERGEFIELD TaxItem.TaxRate}

Can a mail merge be done in Outlook?

Mail Merge from Outlook. Starting a Mail Merge from within Outlook is the easiest method if all the people who you want to include are already in a Contacts folder in Outlook. In this mail merge example we will send a select amount of contacts an email and ask them whether their contact information is correct.

Why is my mail merge address block double spaced?

A mail merge letter may have additional space between the lines, when there are extra points entered in the paragraph spacing or the line spacing is set to multiple lines. Answer: In Microsoft Word, select Format, Paragraph from the menu bar.

What are the disadvantages of mail merge?

Disadvantages. Letters can lack the personal touch. The database that provides the information for the mail merge letter must be kept up to date if it is going to be useful.

What button allows you to see the result of your mail merge even before you print or send it out?

You can preview your merged documents and make changes before you actually complete the merge. Click Preview Results. Page through each merged document by using the Next Record and Previous Record buttons in the Preview Results group.

How do I fix an invalid merge field?

If the field is needed:

  1. Select the field on the Output tab of the export.
  2. Click Edit merge document.
  3. In the body of the merge document, delete the merge field.
  4. Re-insert the correct field: From the menu bar in the Word document, go to Tools> Insert Raiser’s Edge field. Re-select the field from the list.

Why is finish and merge greyed out?

If Merge to E-Mail is grayed out, it means Word doesn’t think that Outlook is the default email client.So it means you can go into several of the pending emails and just make sure they look the way you want.

Why is edit recipient list grayed out?

The Edit Recipient List tool is active only if the source data file is a Word document. It does not apply to other type of data sources [i.e., Excel files, Apple Contacts, Outlook, etc.]. If the source is not a Word document it must be opened & edited using the parent application or a compatible program.

How do I do a mail merge in Mac Mail?

Resolution

  1. Click the Mailings tab.
  2. Click Start Mail Merge.
  3. Select Email Messages.
  4. Click Select Recipients.
  5. Select Use an Existing List… .
  6. Browse to and select the locally stored data source. Click Open.
  7. Compose your message/letter as normal.
  8. When you are ready to use a variable (e.g. name), click Insert Merge Field.

How do I turn on Merge tools in Word?

To use Mail Merge:

  1. Open an existing Word document, or create a new one.
  2. Click the Mailings tab.
  3. Click the Start Mail Merge command.
  4. Select Step by Step Mail Merge Wizard. Selecting Step by Step Mail Merge Wizard.

How do I turn on Mailings tab in Excel?

What To Know

  1. First, organize the data into one Excel sheet.
  2. Next, in Word, pick Mailings > Start Mail Merge > choose type. Mailings > Select Recipients > Use an Existing List > Open the sheet.
  3. Finally, merge fields in Word by going to Mailings > Insert Merge Field. Pick a field, and press Insert.

What format does excel need to be in for mail merge?

An essential step in a Word mail merge process is setting up and preparing a data source. You can use an existing Excel data source or build a new one by importing a tab-delimited (.txt) or comma-separated value (.csv) file.