2. What is Mail Merge?
• A Mail Merge is the result of
merging (joining) together a
document and a data file. The
document can be a letter or
another file. The data file
contains unique data, like a
database.
3. Step by Step Mail Merge
Step 1: Open a new File by clicking
on File then New
5. Step 3: When the following appears
Leave the ‘dot’ next to Letters
Click Next: Starting
document.
This goes to the second step of
the mail merge wizard
6. For this example we will be
using the Caravel Travel
template
Step 4: Click Start from a template and then click on
Select Template…
Select a template. Then click Next: Select
recipients
7. If you already have a
list that you would
like to use (eg from
Microsoft Access,
etc), select this
option, then click on
Browse.
If you do not have any
lists, select this option,
then click Create. For this
example use this option.
If you have an Outlook contacts list,
select this option, then click on Choose
Contacts Folder.
8. Click Customise and ensure that only the
following headings are present and click OK
You should start with something like this
9. Finally click on Next: Write your letter. You will end
up on Step 4 of the wizard
Enter the following data and click OK and save the file
10. Click on Insert, then on Date and
Time and select a date format
Click on
address block
to insert
addresses
11. Click Insert company name to
remove the tick next to it and
click OK and push Enter twice
12. • On the Mail Merge toolbar, which
you can access by clicking Tools,
then Letters and Mailings and finally
on Show Mail Merge Toolbar
• Click on Insert
Greeting Line
13. At this screen click OK and
push Enter twice. Click
Next: Preview your letter
You can use this screen, and
the two buttons (<< and
>>), to preview your
addresses
14. You may now type your letter
Click Next: Complete
the Merge and click on
the X.