The document explains the purpose and process of mail merge, which allows for creating personalized documents for multiple recipients using data from a list, database, or spreadsheet. It outlines steps to create a mail merge in Word, including establishing a connection to the data source, inserting placeholders, previewing records, and saving the documents. The document concludes with a reminder to edit the recipients list and use filters for specific records.

1. MAIL MERGE
WEEK 6

2. Explore the purpose of
mail merge
Understand the mail
merge process
Formulate a mail merge
AT THE END OF THE LESSON LEARNERS SHOULD BE ABLE TO:

3. Slido code #3765454

4. THE purpose of mail merge
•Mail merge allows you to create a batch of
personalized documents for each recipient
•For example, you produce multiple letters,
envelopes, and name tags using information in
a list, database or spreadsheet.

5. Remember! Your data source can be a text
file, spreadsheet or database

6. Scenario (A letter to the parents of learners
who did not hand in their pat assignment)
Word document and Spreadsheet with out records

7. Craete and complete a mail merge
Open the word document
Navigate to MAILINGS
>>START MAIL MERGE>>
>>STEP by STEP WIZARD

8. ESTABLISHING A CONNECTION
<<Browse (look) for the
source and connect
Notice that the
connection has
been established>>

9. We will then add the record placeholders
to the correct place within our document

10. Notice the
<<FIELDS/PLACEHOLDERS
after being inserted
A preview of our records
within the document>>

11. FINALLY COMPLETE THE MERGE
You will notice that there are 2 documents
The original merge document we were working on
The newly created merged document (Step 6)
Save both
documents!

12. note!
If you want to edit
certain records within the mail merge document
EDIT RECIPIENTS LIST
and
USE FILTERS

13. questions?