Mail Merge Tutorial PDF
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Uploaded by WellInformedKazoo
BTLED HE-1C
Daniella P. Laki
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Summary
This document is a tutorial on Microsoft Word Mail Merge. It provides a detailed step-by-step guide to using mail merge. The tutorial covers how to use mail merge for different tasks like writing letters, or other documents. It also identifies the advantages and disadvantages of using mail merge. The guide covers the theory and practical application of Mail Merge.
Full Transcript
VI. Microsoft Word MAIL MERGE Presented by: Daniella P. Laki BTLED HE- 1C S D M I E N L H O R A P M A I L S D E N H O R P M H S E L F E G U R T B M E R G E H S L F U T B H...
VI. Microsoft Word MAIL MERGE Presented by: Daniella P. Laki BTLED HE- 1C S D M I E N L H O R A P M A I L S D E N H O R P M H S E L F E G U R T B M E R G E H S L F U T B H S M N I O C V T O F R M I C R O S O F T H N V OBJECTIVES: At the end of this lesson, the students are expected to: Define what is mail merge. Understand the purpose of the mail merge. Identify the advantages and disadvantages of using mail merge. Familiarize the steps of creating mail merge. Mail Merge Mail Merge is a useful tool that enables the creation of various documents using data from a list, database, or spreadsheet. When performing a Mail Merge, you will need a Word document and a recipient list, which is typically an Excel workbook. MICROSOFT MICROSOFT WORD EXCEL HISTORY OF Mail Merge The origins of mail merge go back to the early word processors in personal computers, circa 1980. WordStar was perhaps the earliest to provide this, originally via an ancillary program called Mail merge. WordPerfect also offered this capacity for CP/M and MS-DOS systems; Microsoft Word added it later on, as did Multimate. Advantages of Mail Merge Saving time Improving accuracy Personalizing documents Simplifying mass mailings Creating professional-looking documents DisAdvantages of Mail Merge Complex setup Limited customization options Risk of errors Privacy concerns To use Mail Merge: 1. Open an existing Word document or create a new one. 2. From the Mailings tab, click the Start Mail Merge command and select Step-by-Step Mail Merge Wizard from the drop-down menu. STEP 1: From the Mail Merge task pane on the right side of the Word window, choose the type of document you want to create. In our example, we'll select Letters. Then click Next: Starting document to move to Step 2. STEP 2: Select Use the current document, then click Next: Select recipients to move to Step 3. STEP 3: Now you'll need an address list so Word can automatically place each address into the document. The list can be in an existing file, such as an Excel workbook, or you can type a new address list from within the Mail Merge Wizard 1. Select Use an existing list, then click Browse to select the file. 2. Locate your file, then click Open. 3. If the address list is in an Excel workbook, select the worksheet that contains the list, then click OK. 4. In the Mail Merge Recipients dialog box, you can check or uncheck each box to control which recipients are included in the merge. By default, all recipients should be selected. When you're done, click OK. 5. Click Next: Write your letter to move to Step 4. STEP 4: To insert recipient data: 1. Place the insertion point in the document where you want the information to appear. 2. Choose one of the placeholder options. In our example, we'll select Address block. 3. Depending on your selection, a dialog box may appear with various customization options. Select the desired options, then click OK. 4. A placeholder will appear in your document (for example, «AddressBlock»). 5. Add any other placeholders you want. In our example, we'll add a Greeting line placeholder just above the body of the letter. 6. When you're done, click Next: Preview your letters to move to Step 5. NOTE: For some letters, you'll only need to add an Address block and Greeting line. But you can also add more placeholders (such as recipients' names or addresses) in the body of the letter to personalize it even further. STEP 5: To insert recipient data: 1. Preview the letters to make sure the information from the recipient list appears correctly in the letter. You can use the left and right scroll arrows to view each version of the document. 2. If everything looks correct, click Next: Complete the merge to move to Step 6. STEP 6: 1. Click Print to print the letters. 2. A dialog box will appear. Decide if you want to print All of the letters, the current document (record), or only a select group, then click OK. In our example, we'll print all of the letters. 3. The Print dialog box will appear. Adjust the print settings if needed, then click OK. The letters will be printed. REFERENCES: https://edu.gcfglobal.org/en/word/mail-merge/1/?fbclid=IwAR05KR- V628j7Wa0gZbmc2uHL2H4fr7Bbc9DJWAVWIXF5OqQ8lLVC_HcoE0 https://support.microsoft.com/en-gb/office/use-mail-merge-for-bulk- email-letters-labels-and-envelopes-f488ed5b-b849-4c11-9cff- 932c49474705#:~:text=Mail%20merge%20lets%20you%20create,is%20 associated%20with%20the%20document. https://www.vedantu.com/computer-science/mail-merge THANK YOU FOR LISTENING!