How to Use WPS Mail Merge on macOS

Use WPS Mail Merge on macOS through 8 indexed topics in WPS Writer; 8 topics are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Open the Mail Merge tab

Entry path: References → Mail Merge

1. Open a document in WPS Writer.
2. Click the References tab.
3. Click Mail Merge to open the Mail Merge tab.

Success Criteria

• Interface result: Mail Merge related commands appear at the top of the window.
• Next step available: You can continue by opening a data source or inserting merge fields.

Tips While Using

• Common mistake: If you do not open the References tab first, the Mail Merge entry may not be visible.

2. Open a data source

Entry path: Mail Merge tab → Open Data Source

1. Open the Mail Merge tab first.
2. Click Open Data Source.
3. Select the Excel file that contains recipient information.
4. Click Open to load the data source.

Success Criteria

• Interface result: The data source is connected and ready for field insertion.
• Next step available: You can choose fields, preview records, or start merging.

Tips While Using

• Common mistake: The header row of the data source should contain field names, and the following rows should contain actual data.
• Environment note: A compatible spreadsheet format is recommended for smoother reading.

3. Insert merge fields

Entry path: Mail Merge tab → Insert Merge Field

1. Place the cursor where you want the data to appear.
2. Click Insert Merge Field.
3. Select the field you want in the dialog box.
4. Click Insert to add the field to the document.
5. Repeat these steps until all required fields are inserted.

Success Criteria

• Interface result: Merge fields appear in the document.
• Next step available: You can preview, merge, or continue editing the template.

Tips While Using

• Common mistake: Confirm the cursor position before inserting a field so it does not appear in the wrong paragraph.

4. Preview merged results

Entry path: Mail Merge tab → View Merged Data

1. Open the Mail Merge tab.
2. Click View Merged Data to preview the result.
3. Use Previous Record or Next Record to browse different records.
4. If needed, click Last Record to jump to the final record.

Success Criteria

• Interface result: The document content changes as you switch between records.
• Next step available: After checking the content, you can continue to merge output.

Tips While Using

• Common mistake: Review key fields such as names and addresses record by record before final output.

5. Merge to a new document

Entry path: Mail Merge tab → Merge to New Document

1. Open the Mail Merge tab.
2. Click Merge to New Document.
3. Choose the record range, such as all records, the current record, or a specified range.
4. Click OK to generate the merged document.

Success Criteria

• Interface result: A new merged result document is created.
• Next step available: You can save, edit, or print the generated document.

Tips While Using

• Common mistake: Confirm the record range before output to avoid missing or repeated records.

6. Merge and send

Entry path: Mail Merge tab → Merge and Send

1. Open the Mail Merge tab.
2. Click Merge and Send.
3. Set the recipient, subject, and email format.
4. Choose the record range.
5. Click OK to send the merged content.

Success Criteria

• Interface result: The sending process finishes and email content is generated by record.
• Next step available: You can continue with other records or return to the template for edits.

Tips While Using

• Common mistake: Check the recipient field and subject settings before sending.
• Environment note: This action usually requires an available internet connection.

7. Merge to different new documents

Entry path: Mail Merge tab → Merge to Different New Documents

1. Open the Mail Merge tab.
2. Click Merge to Different New Documents.
3. Enter file naming information, save type, and save location.
4. Choose the merge range.
5. Click OK to generate multiple separate documents.

Success Criteria

• Interface result: The app creates multiple files based on the selected records.
• Next step available: You can review, save, or distribute the generated files separately.

Tips While Using

• Common mistake: Confirm the save location and naming rule in advance for easier file management.

8. Merge to a printer

Entry path: Mail Merge tab → Merge to Printer

1. Open the Mail Merge tab.
2. Click Merge to Printer.
3. Choose the record range.
4. Click OK to print the merged document content.

Success Criteria

• Interface result: The print job is sent to the printer.
• Next step available: You can adjust the template or choose another record range if needed.

Tips While Using

• Common mistake: Check printer connection status and paper settings before printing.