How to create mail merge cards, envelopes, and certificates in Microsoft Publisher

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Pavel Yosifovich
@pavelyosifovich
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In repeated articles, we have commented on the various functions and tools that Microsoft Office applications have. And surely many times you have wondered what for  is used and used the mail merge option.

For this reason we bring you the tutorial, how to make cards, envelopes and certificates with mail merge in Microsoft Publisher.

With this function of Microsoft Publisher, you will be able to make all kinds of cards, envelopes, certificates, diplomas, certificates, etc. Through the use of templates. And while it may seem a little difficult, we anticipate it isn't and you will be using this option very frequently. And then we'll show you the steps you need to take to do that.



How to create mail merge cards, envelopes, and certificates in Microsoft Publisher

Publisher and Word are somewhat similar when it comes to using their different functions. You can see it in the tutorial on how to make or create a triptych in Word step by step. And using the mail merge feature can be applied in both applications, and we'll show you how.

What makes this mail merge feature really useful is that we can export the data found in another file and add them to our publication. It is for this reason that it is widely used to make cards, envelopes and certificates. Since we can put the information of each element in another file on our PC.

The different tools of this function, we will find them in the Correspondence tab located in the main menu. If you have already done this type of work in Word, you will have no problem using it. Since the use of tools is very similar.


It is important to know that you need to have two special files in order to be able to perform the combination. The first of them is the main document that will be created in Publisher and will contain all those elements that will be repeated in the publication sheets. These elements will be borders, images, texts, etc.


And the second file we will have is the one where we have the variable data and this way when using the merge match function. We will get a third file in which will be the combined elements of the first and second file. The file that contains the variable data, we can create it in Word or Excel, through the use of tables.

Suppose we have created our table with the following data, a column with the Name, a column with the Surname and a column with the completed grade. This table represents students who have completed their studies this year and want to make a certificate showing the grade they passed.

Once this information is listed, we need to close the file, otherwise the combination will fail. If we wish, we can use a predefined template of our preference or we can create or download it. This certificate contains all the fixed data and it will be necessary to add the variable data, such as the name, surname and qualification obtained.

Using the mail merge feature in Publisher

Now to perform the combination, we need to go to the tab correspondence, if we wish we can use the wizard, but we will use another option. This will be Select recipient and then we fix the Use an existing list option. Now let's select the file that contains the data we will use in our certificate.


A window will appear and in it we can filter, those elements that we will use after making this selection, we click accept. We will now add each of the  variable elements to the certificate. To do this, let's not go to the main menu and select Insert merge field and choose the field I named.

 

A text box with a name will appear, next to it we put a comma then let's enter the combination field and select surname.


Now let's select these two fields and format it, i.e. font, orientation, style, size, etc. and you perform the same procedure with the other fields and then with the other certificates.

This is how you learned how to create cards, envelopes and certificates with mail merge in Microsoft


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