Step by Step guide to creating a Mail Merge using the Mail Merge Wizard. Created for a recent job interview. Some slides will not operate correctly due to animations in the original slides not transferring to SlideShare

1. CREATING A MAIL MERGE
(in MS Word 2010)
Dave Shannon - 05/08/13

2. CONTENTS
 Why create a Mail Merge?
 Required Elements
 The Creation process
 Summary
DSHANNON05/08/13

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
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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. 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. 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. MAIL MERGE – THE PROCESS
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8. MAIL MERGE – THE PROCESS
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9. MAIL MERGE – THE PROCESS
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10. MAIL MERGE – THE PROCESS
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11. MAIL MERGE – THE PROCESS
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12. MAIL MERGE – THE PROCESS
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13. MAIL MERGE – THE PROCESS
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14. MAIL MERGE – THE PROCESS
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15. MAIL MERGE – THE PROCESS
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16. MAIL MERGE – THE PROCESS
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17. MAIL MERGE – THE PROCESS
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18. MAIL MERGE – THE PROCESS
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19. MAIL MERGE – THE PROCESS
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20. MAIL MERGE – THE PROCESS
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21. MAIL MERGE – THE PROCESS
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22. MAIL MERGE – THE PROCESS
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23. MAIL MERGE – THE PROCESS
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24. MAIL MERGE – THE PROCESS
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25. MAIL MERGE – THE PROCESS
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26. MAIL MERGE – THE PROCESS
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27. MAIL MERGE – THE PROCESS
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28. MAIL MERGE – THE PROCESS
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29. MAIL MERGE – THE PROCESS
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30. MAIL MERGE – THE PROCESS
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31. MAIL MERGE – THE PROCESS
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32. MAIL MERGE – THE PROCESS
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33. MAIL MERGE – THE PROCESS
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34. MAIL MERGE – THE PROCESS
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35. MAIL MERGE – THE PROCESS
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36. MAIL MERGE – THE PROCESS
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37. MAIL MERGE – THE PROCESS
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38. MAIL MERGE – THE PROCESS
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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. THANK YOU FOR YOUR TIME
QUESTIONS?
DSHANNON05/08/13