Mail Merge Training

Mail Merge

Mail Merge from a data source

  1. Create Excel Address Book

  2. Use Word Mail Merge Wizard

Create Excel Address Book

  1. Start > All Programs > Microsoft Office > Microsoft Excel
  2. Start by clicking in cell A1 > Type "Salutation"  in the following cells type what is show:
  3. Enter several more fictitious addresses by next going to cell A2
  4. Ctrl+S to Save As addresses.xls in the Prac folder with your name.  You have just saved the data source. (source of data)

Use MS Word Mail Merge Wizard

  1. Start > All Programs > Microsoft Office > Microsoft Word
  2. Tools > Letters and Mailings > Mail Merge.
  3. From this mail merge wizard select "Letters" radio button.
    1. Starting document
    2. Use the current document
    3. Select Recipients
      1. Browse
      2. My Documents > Open your folder
      3. Double click mailmerge.xls file
      4. OK
      5. Ok
    4. From the "Mail Merge Tool Bar"  click "Insert Merge Fields" icon.
      1. Double click all fields (column headings eg salutation)
      2. After «unique», click and tap Enter several times.
      3. Highlight «salutation»  >  Drag and drop it below  >  Type Dear in front of «salutation»
      4. Drag and drop «unique» under «salutation»  You can cut and paste or drag and drop to move other fields into position.
    5. Under «unique» write a few example lines of your letter.
    6. Regard > Your Name > Insert > Date
    7. Ctrl+S > Save As > Source.doc
    8. Complete merge. This produces a NEW MS Word document.  Ctrl+S to save it in your folder with the file name "mergED1.doc"
  4. Drag the scroll bar down to preview each individual letter.
  5. SAVING:
    1. In this exercise mergED1.doc only has several recipients.  If there were thousands only save the source Word Doc and the Excel data file for future re-merging.  If you did save mergED1.doc with thousands of recipients, especially if there was an image in the letter, it would take a lot of space on your hard drive.

Open book mail merge test using Excel data

Excel the number cruncher and charting software.

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