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This PowerPoint presentation takes viewers through the steps of creating a certificate using mail merge.

This PowerPoint presentation takes viewers through the steps of creating a certificate using mail merge.

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Mail merge Mail merge Presentation Transcript

  • Mail Merge 101 Creating Certificates
  • Create Your Recipients List
    • Create in Excel
    • Doesn’t have to be fancy
    • Use heading terms that will be included in your letter (certificate)
    • Save to your desktop or other location.
      • Note: If you think you will be editing this mail merge at a later time, DON’T change the location of the recipient list. Word will not know where to find the data.
    • Tip: Rename your spreadsheet tabs so that you know exactly which one contains the data or delete all unused sheets.
    • Rename sheet tab (double-click the tab and type new name or right-click and choose ‘rename’).
    • Use auto-fill to copy identical data.
    • Save
  • Mail Merge Wizard
    • Open your blank certificate.
    • Open the Mail Merge Wizard in the task pane.
      • Tools
        • Letters and Mailings
          • Mail Merge
  • Step 1
    • Choose Letters if you are creating a certificate.
    • Click Next: Starting document.
  • Step 2
    • Use the current document.
    • Click Next: Select recipients.
  • Step 3
    • Use an existing list (the spreadsheet you already created).
    • Click Browse and find the spreadsheet. Highlight the sheet where the data was entered. Your data will pop up.
    • Click Next: Write your letter
  • Step 4
    • Click in your certificate where data will be added.
    • Click “More Items”.
    • Choose the data from the window that pops up. Click Insert.
    • Click to close the window, then repeat for all other areas.
    • Click Next: Preview your letters.
  • Step 5
    • Make any corrections to spacing, font, font size, etc. that are needed.
    • You can remove recipients from the list if you want.
  • Step 6
    • Make changes to all of the letters, by going to the previous step.
    • Click Edit individual letters to have Word create a new document that contains each of the certificates (recommended)
    • Or Print if you do not want to keep a copy of the certificates.
  • Finished Certificates
    • Save
    • Print