mail merge not working with office 2013

Anonymous
2013-03-08T16:24:00+00:00

Trying to do a mail merge with office 2013.  I've done this for years with other versions of office (2003, 2007, 2010) but it's not working with 2013 for some reason.  I'm following all the steps, but the emails aren't getting sent.  Is there some way that the profile or something is set up wrong so that word isn't sending this properly? I've also tried to send via outlook, but in outlook I can't choose an excel spreadsheet for the list of contacts. 

What is wrong with this?  someone plesae help me!  My outlook profiles are all messed up becasue i use icloud to sync the calendar and contacts, but i use pop/stmp (whatever that means) for my email....

Microsoft 365 and Office | Word | For home | Windows

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  2. Anonymous
    2015-10-14T02:55:45+00:00

    So here I am trying again and still no luck.  :-( 

    The Help tells me I should have an up to date anti virus, which I do, Microsoft Security Essentials, and still I have no luck.  As I mentioned previously, this was never an issue previously and others have had the same problem.  There must be an easy fix to this. So desperately needing help and resolution on this.

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  3. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2015-10-14T03:27:11+00:00

    I came across this Hot Fix that may overcome the problem:

    http://support.microsoft.com/kb/980681

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  4. Anonymous
    2015-10-14T04:05:37+00:00

    Hi Doug, 

    I don't have exactly the same problem as described in the Hotfix. Will running it result in any other issues being created. 

    And, is it correct to say that there is a bug in the version that is preventing me from using the functionality as I used to? Why else would there be a need for me to run a fix, right?

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  5. Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
    2015-10-14T06:51:27+00:00

    All that I can suggest is that you create a Windows System Restore - Restore Point before you install the Hot Fix so that if it has any undesirable effects, you can restore your system to the state that it was in before you installed the Hot Fix.

    Of course an alternative would be to use the Merge to Email destination of the Merge with Attachments facility on my MergeTools Add-in.

    You can download the MergeTools – 20150422.dotm Add-in that I created from the following page of my One Drive: http://bit.ly/1hduSCB

    The MergeTools – 20150422.dotm file needs to be saved in the Word Startup folder.  In Windows Vista and Windows 7, 8 or 8.1, and 10, the default location for that folder is

    C:\Users[User Name]\AppData\Roaming\Microsoft\Word\STARTUP

    If you do not see the AppData folder: -

    In Windows 7, - In Windows Explorer, click on the Organize drop down and then on Folder and search options and in the Folder Options dialog, go to the View tab and select the item "Show hidden files, folders, and drives".  While there, it is a good idea to uncheck the box for "Hide extensions for known file types".

    In Windows 8,  8.1 or 10, in the File Explorer, click on Options on the View tab of the ribbon and then on the View tab in the dialog that appears and select the item "Show hidden files, folders, and drives".  While there, it is a good idea to uncheck the box for "Hide extensions for known file types".

     When that has been done and Word is started\re-started, the tab shown below will be added to the Ribbon:

    The requirements for using the system are:

    1. The mail merge main document must be of the Letter type, though that does not mean that the output cannot be sent as an e-mail message.
    2. For the Many To One, Merge with Attachments and Merge to Individual Docs utilities, the data source may be either a table or query in an Access database, or in the form of an Excel worksheet and that worksheet must be the first sheet in the Excel workbook. If the data is on some other sheet, you can easily move that sheet so that it is the first sheet in the workbook by clicking on the sheet tab and dragging it to the left.  For the Chart Merge utility, download the Mail Merging with Charts document that is also on that page of my OneDrive for additional requirements of the data source for use with that utility
    3. For a data source in the form of an Excel worksheet, the field names must be in the first row of the worksheet and there must be a field name in all of the cells in that row that are within the range of columns that contain the data.
    4. For both types of data source, the field names must contain only alphanumeric characters (No @,#,$,%,&,(,), etc) and the field names must not start with a numeric character (0-9). The number of characters in the field names, including spaces, must not be more than 40.
    5. For a data source in the form of an Excel worksheet, the data must start in the second row of the worksheet and there should be no empty rows within the range of data that is to be processed.

    NOTE: The MergeTools applications cannot handle “Compound” MergeFields such as the «AddressBlock» or «GreetingLine».  Instead of using those fields, you will need to insert the individual merge fields.

    You may also want to download:

    1. the Merging with Attachments document that is also on that page which explains how the system is used.  It is not actually necessary to have separate attachments as the facility can be used to send just the documents created by the merge itself as attachments, either as the body of the message itself or in the form of Word files or .pdf files.
    2. the Mail Merging with Charts document that is also on that page.  That document explains how you must set up the Excel Data Source and the Mail Merge Main document to be able to execute a merge with a Chart that is unique to each record in the data source.
    3. the Using the Many to One Facility document that describes how to use that facility.

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