Using Word, create a new document that includes your full message to recipients. Mail Merge Using Microsoft Office Suite (Word, Excel) and Outlook in Windows Step 1 - Compose your message If you need to know how to do mail merge in Gmail click here. Our customers often ask us how to use mail merge and so we have put together this step-by-step explanation on how to mail merge and set up emails sent to relatively large mailing lists using Microsoft Outlook and Microsoft Word with Windows. When you need to send a large number of personalized emails, but not enough to justify using a full marketing automation platform, mail merge can be a powerful tool.