Create a mail merge template

Guidance or assistance is needed to create a mail merge template. 

• Mail Merge 

• Microsoft Excel 

• Microsoft Word

A mail merge template is being created or edited. 

A mail merge can be created using any Excel file as the source for the information to merge. Many programs can be used to report on specific data and then export that data to Excel. 

Use this guide to configure or create a mail merge template using Excel as the data source: Create a Mail Merge Template

If additional assistance is required, please contact the appropriate support team based on the product and module being used to create the Excel file for the mail merge template.