What Is Mail Merge?
A mail merge (or data merge) is a method of inserting a set of data into documents such as mailing labels and name tags.
How to Add Your Data
Hover over "Tools" in the blue navigation bar and select "Mail Merge," then hit "Start Mail Merge."
You will be prompted to add a new datalist or use an existing list.
To add a new mail merge list, click "Add a new mail merge list" and then "Next Step." Select the file you would like to upload and click "Open."
Note: If you don't have an existing list, learn how to make one.
To select an existing mail merge list, click "Use a previously uploaded list" and then "Next Step."
Use the menu options at the top of the page to choose your format.
"Simple Text Field" will add each field to your design as a separate text box.
"Combined Text Field" allows you to include multiple fields in one textbox, set up additional text to display, and more.
Select which fields you want to include and hit the green arrow in the middle of your screen. Click "Add To Design" to add them to your canvas.
How to Edit the Data in Your Design
Click on your desired mail merge text to select it.
To edit which information from your data list is being used, click "Edit Field" in the bottom right-hand corner of your textbox.
To edit the text properties such as font and size, use the "Object Properties" panel to the left of the screen.
Note: Any changes will be applied to the entire dataset, you cannot change the settings of an individual textbox.
To add additional information from a different column of data in your same data list, hover over "Mail Merge Options" in the top gray bar and select "Add Data Fields."
To replace your data list with a new list, hover over "Mail Merge Options" in the top gray bar and select "Switch Lists."
Note: This will effectively remove all of the data on your label unless the same fields can be found in the new list.
To delete your dataset and turn off mail merge, hover over "Mail Merge Options" in the top gray bar and select "Disable Mail Merge."
How to Preview Your Data
Your information may be longer or shorter than the field titles showing. To ensure your design and information will print properly, follow the steps below.
In the top gray bar, click "Preview." The placeholder text will be replaced with the information from your document.
Click the white arrows to view each label.
For help using mail merge in Maestro Label Designer, please call our customer service team at 1-888-575-2235.