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6 Easy Steps to Mail Merge

6 Easy Steps to Mail Merge . Create the letter you will be using. . Data File from Pearson. Have the file that you want to use for the mail merge available. Remember where it is saved. . Set Mail Merge . Once you finish your letter you will go to the tool bar and click on MAILINGS

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6 Easy Steps to Mail Merge

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  1. 6 Easy Steps to Mail Merge

  2. Create the letter you will be using.

  3. Data File from Pearson • Have the file that you want to use for the mail merge available. • Remember where it is saved.

  4. Set Mail Merge Once you finish your letter you will go to the tool bar and click on • MAILINGS • START MAIL MERGE • STEP BY STEP MAIL MERGE WIZARD

  5. Step 1 : SELECT DOCUMENT TYPE Select the document type you are working on. In this case it is LETTERS. Go down to the bottom of the screen and click on Step 1 of 6 NEXT: STARTING DOCUMENT

  6. Step 2 : SELECT STARTING DOCUMENT • Use the Current Document • Start from a Template • Start from Existing Document Select USE THE CURRENT DOCUMENT. Go down to the bottom of the screen and click on Step 2 of 6 NEXT: SELECT RECIPIENTS

  7. Step 3 : SELECT RECIPIENTS: • Use an existing list • Select from Outlook Contacts • Type New List Select USE AN EXISTING LIST. Then click on BROWSE . Look for the Pearson Data File that you will be using and select the file.

  8. SELECT TABLE will appear. Click on the Name of the Sheet. (Only one name will appear. ) Then click OK. You will get a preview of the file you selected. Click OK. Go down to the bottom of the screen and click on Step 3 of 6 NEXT: WRITE YOUR LETTER

  9. Step 4 : WRITE YOUR LETTER Click and highlight the section that you want to mail merge. Example: To the Parents of: ___________ I would highlight the underline. Then you go to the right of the screen and select MORE ITEMS. On the Insert Merge Field selection, select the field you would like. Here, I would select Student Name. Go through your letter inserting all the areas where you need a field. Go down to the bottom of the screen and click on Step 4 of 6 NEXT: PREVIEW YOUR LETTERS

  10. Step 5 : PREVIEW YOUR LETTERS Here you can make sure all the recipients (student names) are correct. You may edit the list of recipients if needed. Go down to the bottom of the screen and click on Step 5 of 6 NEXT: COMPLETE THE MERGE.

  11. Step 6 : COMPLETE THE MERGE Your Mail Merge is ready to print! You may edit individual letters here, if needed.

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