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3.
7.
‘Steps in creating a simple mail merge:
1
Open Microsoft® Word and start a
new blank document. You can use
the keyboard shortcut Ctrl+N after
Microsoft® Word has been loaded or
‘opened.
On the Mailings tab, from the Start
Mail Merge group, choose Start Mail
Merge—>Letters.
BD Emaimessages
d_Enyetopes..
Q aves.
& directory
Nomal Word Document
GR step by Step Mail Merge Wizard...
Save your letter and name it“Sample Letter”
Insert the fields you need In the letter (Name, Company, Address Line 1, Address
Line 2, Address Line 3, and Title), You may want to make special markings on
these fields as you are typing It. Most common marking you can dois bytyping it
in capital letters or ALL CAPS so you can easily identify them later.
Save the main document once more. You can use Ctrl+S to quickly do this step.
On the Mailings tab in the Start Mail Merge group, choose
Select Recipients—>Type a New List.
Click the Customize
Columns button on
the dialog box for the
New Address List.
This will allow you to modify the fields in the address list that Microsoft®
Word has pre-determined.10, Repeat steps # and 9 for each held you do not need. After removing the ex
Select » Held that you do not need then click the Delete button. A confirmatic,,
ialag bow appears
Click Yes in the confirmation dialog box The dialog box closes, and the
UnneCeRtarY held dicapprars
‘holes, The nent etep is to add the fields you need.
11 To nde field that you need in your document, click the Add button,
12. Type the field name on the prompt inside a small Add Fleld dialog box and clicy
the OK button,
13, Repeat steps 11 and 12 for each new field you need in your main document.
14, Click the OK button on the Customize Address List dialog box to confirm your
changes.
15. The New Address List dialog box will appear again ready for you to type in your
data.
16. Typetthe individual data from yourlist corresponding to Name, Company, Address
Line 1, Address Line 2, Address Line 3, and Title,
17. Press the Tab key each time to enter the next field.
18. Toadd anew record, press the Tab key after inputting the last field,
When you press the Tab key on the last field in a record, a new record is
automatically created and added on the next line,
19. Repeat steps 16 through 18 until you enter all the records you want.
20,
2.
22,
23.
24,
25,
Once you are done typing your data, click the OK button on the Add New List
dialog box to save your data. A special Save Address List dialog box pops up,
allowing you to save the recipient list.
‘Type a name for the address list. Name it “Client List”
lick the Save button, You should be back on your main document soon after.
Select afield placeholder (ALL CAPS) in the main document.
Click the Insert Merge Field command button.
Choose the proper field to insert into your text. For example, if you are replacing
the text name in your document with a name field, choose the Name Field from
the Insert Merge Field menu, The field is inserted into your document and
replaces the ALL CAPS text.
Continue adding fields until the document is complete, Repeat steps 22 through
24.as necessary to stick all fields into your document.6 Save the main document
27. Choose Finish & Merge to edit, print, or send your merged documents throug,
email
28. Oryou may want to choose Preview Results to check your work before you send
it.
29, You should get a merged document close to this one:
July 28,2014
Arnold Reyes
ABC Ine.
235Sierra St.
‘Alabang
Muntinlupa City
Dear Sir,
We would lke to announce and invite you to avail of our 3rd quarter promo,
for which you are qualified! Being one of our loyal customers, we would like
to thank you for trusting and carrying our product lie in your store.
Included in this promo kit are the méchanics of our promo and the catalog
from where you can see and choose from our exciting new products.
Please do not hesitate to contact us should you have further inquiries
‘regarding the details of the promo or about any of the new products in our
catalog. We look forward to doing more business with you.
‘Again, thank you very much and more power.
Your partner in merchandising,
‘Red Dragon, Inc.
If you decide to print the document, the Merge to Printer dialog box
appears, from which you can choose records to print. Choose Alll to print your
entire document. Alternatively, you can specify which records to print. Click OK.
The traditional Print dialog box appears. Click the OK button again to print your
documents.
30. Save and close your document.