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How to Build & Print Your Mailing List by Using Microsoft Excel and MS Word

July 20, 2011 by Michael

One simple way for a small business to create a mailing list and print your database is by using Microsoft Excel. Here are some simple steps for building and printing your mailing list in Excel:

Step 1: Open Excel

Step 2: Type the names of your data labels in the first row (e.g. First Name, Last Name, Address 1, Address 2, City, State, and Zipcode):
.

Step 3: Type or paste in your customer or lead list directly into Excel.


Step 4: Save your mailing list.

Step 5: Open a MS Word document

Step 6:Go to the Mailings Menu > Start Mail Merge >Step by Step Mail Merge Wizard


If you have an older version of MS Excel, you can access a similar wizard with this by selecting:  Tools > Letters and Mailings > Mail Merge

Step 7: Choose how you want to print your mailing list.

You can choose to print letters, envelopes, directory, etc. In this example,  we will print address labels for a direct mail campaign so I’m selecting labels. After making a selection, click on “Next: Starting document” at the bottom.

Step 8: Click on “Label Options”

Step 8: Select the Label Vendor you will be using to print your labels.


Step 9: Click on “Select Recipients”

Step 10:  Select “Browse” to find your mailing list excel spreadsheet.

Step 11: Select “Ok” when you get the “Select Table” window.

Step 12: You will get an option to remove anyone on your mailing list that you don’t want to include — and then press OK.

Step 13: Arrange your labels on the label or document you are working with.

Step 14: Save, Update All Labels, and Print.

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