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Select your Excel worksheet that you prepared in step 1. On the Mailings tab, click Select Recipients, then click Use an Existing List. This is where you can select your document type, whether it be a full envelope, a sheet of labels, or something else. On the Mailings tab, click Start Mail Merge.

Connect the Excel worksheet to your Word document.Organize the worksheet with clear column names and your preferred capitalization and formatting. Prepare your worksheet in Excel. Open your CSV file in Excel.Here's a quick video tutorial on how to use mail merge to create address labels:įor more granular instructions, including how you can use mail merge to create letters, see the Microsoft support article about using mail merge. To see some letter templates you can use to reach out to prospective clients view the Sample Scripts article. If you plan to send your communication via the postal system, you can use your Remine-generated CSV to produce mailing labels with Microsoft Excel and Word. Once you've carted your opportunities, identified promising leads, and exported a CSV of your future clients, it's time to make contact. If you want to learn how to print mailing labels directly from Remine, see our article Print Mailing Labels in Remine. Note: This article describes how to print custom mailing labels using mail merge with Microsoft Office.