How to Set Up Mail Merge for Your Label Template in Microsoft Word
Using Mail Merge in Microsoft Word allows you to import data from an external source into a designed document to easily create a whole sheet of labels — a convenient solution for address labels, name badges, and product labeling.
To prepare your template from The Shipping Store, you’ll create a custom label size in Microsoft Word. Here are step-by-step instructions, as well as additional resources from Microsoft that deep-dive into the various data sources you can use and instructions for your operating system.
Materials and Information to Gather
- Microsoft Word template for your label size
- Custom label dimensions for mail merge
Directions
Step One: Navigate to Mail Merge Setup
- Open your template in Microsoft Word.
- Select Mailings > Start Mail Merge > Labels.
Step Two: Create New Label Size
- Confirm Printer Type: Laser and Ink Jet and Label Products: Other/Custom.
- Select New Label.
Step Three: Plug in Label Dimensions
- Create a label name. We use “Spartan Industrial - R001” as an example.
- Use the custom measurements provided for your size to fill in the remaining boxes for the label size, margins, pitching, and number of labels.
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- Select OK to save your new custom label size and OK again to apply it to your template sheet.
- You’ll notice that this will clear the old borders and create new dashed lines to guide you, as well as a banner prompting you to choose a new or existing recipient list for your mail merge.
Step Four: Import Your Data
- Navigate to Mailings > Select Recipients > Use an Existing List.
- Select your data source file.
- If you don’t already have a list, navigate to Mailings > Select Recipients > New List.
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- For details about data sources, see Data sources you can use for a mail merge.
For information on using Excel as a data source for a Word mail merge, see Prepare your Excel data source for a Word mail merge.
- For details about data sources, see Data sources you can use for a mail merge.
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- For details about creating a new list, see Set up a new mail merge list with Word.
- For information on inserting the mail merge fields, see Insert mail merge fields.
Your Customized Labels Are Ready to Print!
Your template is now ready to proceed with a mail merge! For additional support with your Microsoft Word template, please see How to Use Your Microsoft Word Template.
If you need further assistance with your printer labels from The Shipping Store, we welcome you to check out our support articles online or send us an email at customerservice@theshippingstore.com.