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Creating a Mail Merge v1.0 050813
 

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. ...

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 Creating a Mail Merge v1.0 050813 Presentation Transcript

    • 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 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
    • 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
    • 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
    • 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
    • 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 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
    • THANK YOU FOR YOUR TIME QUESTIONS? DSHANNON05/08/13