CREATING A MAIL MERGE
(in MS Word 2010)
Dave Shannon - 05/08/13
CONTENTS
 Why create a Mail Merge?
 Required Elements
 The Creation process
 Summary
DSHANNON05/08/13
WHY CREATE A MAIL MERGE?
 Send the same letter to many recipients while utilising personal
information
 Standard form le...
CREATING A MAIL MERGE – REQUIRED ELEMENTS
 Data source - (MS Excel)
 Where your unique information
comes from
 Usually ...
CREATING A MAIL MERGE – REQUIRED ELEMENTS
 Data source - (MS Excel)
 Where your unique information
comes from
 Usually ...
CREATING A MAIL MERGE – REQUIRED ELEMENTS
 Data source - (MS Excel)
 Where your unique information
comes from
 Usually ...
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE – THE PROCESS
DSHANNON05/08/13
MAIL MERGE - SUMMARY
 Simple as A, B, C
A) Have your data source ready in Excel
B) Have your standard content ready in Wo...
THANK YOU FOR YOUR TIME
QUESTIONS?
DSHANNON05/08/13
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Creating a Mail Merge v1.0 050813

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Step by Step guide to creating a Mail Merge using the Mail Merge Wizard. Created for a recent job interview.
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Creating a Mail Merge v1.0 050813

  1. 1. CREATING A MAIL MERGE (in MS Word 2010) Dave Shannon - 05/08/13
  2. 2. CONTENTS  Why create a Mail Merge?  Required Elements  The Creation process  Summary DSHANNON05/08/13
  3. 3. WHY CREATE A MAIL MERGE?  Send the same letter to many recipients while utilising personal information  Standard form letters - Legislation changes , Policy changes  Personalised/Targeted Marketing materials - geography, sales figures  Advantages of Mail Merging  Send a clear and consistent message – reduce risk of misunderstanding  Speed  Easier proof reading; 1 letter instead of many.  Thousands of letters can be produced or updated quickly  Our example – a small test run of marketing letters being sent to a group of pre-selected customers DSHANNON05/08/13
  4. 4. CREATING A MAIL MERGE – REQUIRED ELEMENTS  Data source - (MS Excel)  Where your unique information comes from  Usually names and addresses of customers DSHANNON05/08/13
  5. 5. CREATING A MAIL MERGE – REQUIRED ELEMENTS  Data source - (MS Excel)  Where your unique information comes from  Usually names and addresses of customers DSHANNON05/08/13  Standard text - (MSWord)  The standardised part of your document which remains the same  The message you want to communicate
  6. 6. CREATING A MAIL MERGE – REQUIRED ELEMENTS  Data source - (MS Excel)  Where your unique information comes from  Usually names and addresses of customers DSHANNON05/08/13 Merged DocumentsMerged DocumentsMerged DocumentsMerged DocumentsMerged Documents Stack of letters to be printed and sent
  7. 7. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  8. 8. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  9. 9. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  10. 10. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  11. 11. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  12. 12. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  13. 13. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  14. 14. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  15. 15. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  16. 16. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  17. 17. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  18. 18. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  19. 19. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  20. 20. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  21. 21. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  22. 22. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  23. 23. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  24. 24. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  25. 25. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  26. 26. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  27. 27. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  28. 28. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  29. 29. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  30. 30. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  31. 31. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  32. 32. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  33. 33. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  34. 34. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  35. 35. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  36. 36. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  37. 37. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  38. 38. MAIL MERGE – THE PROCESS DSHANNON05/08/13
  39. 39. MAIL MERGE - SUMMARY  Simple as A, B, C A) Have your data source ready in Excel B) Have your standard content ready in Word C) Open your standard text document, Select: Mailings > Start Mail Merge > Step by Step Mail Merge Wizard And follow the onscreen instructions. *Electronic versions of this presentation are available on request DSHANNON05/08/13
  40. 40. THANK YOU FOR YOUR TIME QUESTIONS? DSHANNON05/08/13
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