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Mail Merge Lesson - MS Word 2007

The document provides a detailed guide on using Microsoft Word 2007's Mail Merge feature to create form letters by combining a data source with a main document. It outlines the steps to create a data source, customize fields, and insert variable information into the main document, along with a practice assignment to reinforce the learning. The document emphasizes the importance of saving the data source correctly to ensure it links properly with the mail merge document.

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35 views14 pages

Mail Merge Lesson - MS Word 2007

The document provides a detailed guide on using Microsoft Word 2007's Mail Merge feature to create form letters by combining a data source with a main document. It outlines the steps to create a data source, customize fields, and insert variable information into the main document, along with a practice assignment to reinforce the learning. The document emphasizes the importance of saving the data source correctly to ensure it links properly with the mail merge document.

Uploaded by

abdullahimusa5015
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Microsoft Word 2007

Mail Merge Feature


FORM LETTERS:

MAIL MERGE
You can use Word’s Mail Merge feature to print form letters by combining a data source with a
main document. The data source contains the information that changes with each document,
such as the name and address of the person receiving the letter. Each item of information in the
data sources is called a merge field. The main document contains the text of the letter that stays
the same in each document.

DATA SOURCE:
To create the data source for a mail merge:
1. Open a new file
2. From the menu, choose Mailings, Start Mail Merge, Start Mail Merge (drop-down box),
Step-by-step Mail Merge Wizard.

3. Under Select document type, choose “Letters.”


4. Choose Use Current Document
Note: Create the data source first. You will complete the main document later.
5. Under Select Recipients, choose “Type New List.”
6. Click on “Create.”
7. The New Address List box appears.
8. Select “Customize Columns…”. Word Lists some common merge filed names in
columns.

Note: To position the fields in the order in which you want them, select a field and click
the up or down arrow in the move area of the dialog box to more the field up or down the
list.
9. To delete any unneeded fields, select the field and click delete.
Note: You will be asked if you are sure you want to delete that field, click Yes

10. To add a field, click the Add button, type the new field name in the Field Name box, and
choose OK.
Note: do not use spaces or symbols when creating a field name.

11. Customize the fields to reflect the fields in the image below.

12. Choose OK again to return to the “New Address List” box.

13. Type the variable information for the first record. Press the TAB key to jump to the next
field.
14. Then choose “New Entry” to move to the next record.

15. When all the records have been entered, choose OK. A Save Address List box appears.
Warning: Be aware of where you save the
data source. This file will be saved as a
Microsoft Access Database. If you move
the data source after linking it to a mail
merge document, the document will not be
able to locate the data source. Save the
data source in the same folder as your mail
merge document.

16. Type a file name for the new document; then choose Save.
17. A Mail Merge Recipients box appears. Use this box to sort, narrow the list, and add or
remove recipients.
18. If all the information is correct, choose OK.
Note: You can edit information if needed by selecting Edit.

Note: The data source is saved as a “Database” using a Microsoft Access Database
Software.

RETURN TO THE MAIN DOCUMENT

1. Type the main document. To insert data from the data source file, click the Mailings,
Write & Insert Fields, Insert Merge Field.
Needed spaces must be typed.
2. «Title» «First_Name» «Last_Name»
«Address_Line_1»
«City», «State» «ZIP_Code»
Needed punctuation must be typed
Dear «Title» «Last_Name»

3. Save the document.


4. Select “Next” to preview your letters
Click on arrows to preview each letter
You can choose to print letters
or edit individual letters

5. Select “Edit individual letters”

6. Select “All” to view and edit all letters in the Mail Merge.
7. Save document as “Letters_merged"
Note: This document contains all merged letters. Make any necessary edits to individual
letters at this point then save.

Assignment - PRACTICE

1. Open a new file and use the Mail Merge feature to create a form letter.

2. Using the Mail Merge Wizard in Microsoft Word, create a data source file with fields in
this order: Title, First Name, Last Name, Address Line 1, City, State, ZIP Code, Amount.

3. Name this data file Practice data file.

4. Edit the data source by typing the variable information for these four records in the data
source file (don’t forget to enter each part in the appropriate field):

Mr. Samuel Keller


12 Robin Hill Road
North Caldwell, NJ 07006
$125

Ms. Michele Boyce


239 Green Street, Apt. 2-A
New York, NY 10003
$250

Mr. and Mrs. Edwin Dyrud


956 Eastwind Drive
Westerville, OH 43081
$100

Dr. Lon Sun


P.O. Box 4300
Little Rock, AR 72214
$50
5. Type the main document – form letter – inserting the appropriate field names as needed.
Use standard business letter format.

December 3, 20__

«Title» «First_Name» «Last_Name»


«Address_Line_1»
«City», «State» «ZIP_Code»

Dear «Title» «Last_Name»


Thank you for your recent contribution of «Amount». As you know, contributions such as yours help
Main us to house stray pets abandoned by their owners.
Document
Best wishes for an enjoyable holiday season.

Sincerely,

Suzanne Kramer
Directors

urs

6. Save the main document with the file name “Practice main.”

7. View the four letters.

8. Save the four letters as “Practice_letters.”

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