140 likes | 306 Views
Madeleine Wright. Peter Wentworth. PUBLISHER 2007. Publisher Mail Merge. Aim: to personalize information that is sent to a whole group of people
E N D
Madeleine Wright Peter Wentworth PUBLISHER 2007
Publisher Mail Merge • Aim: to personalize information that is sent to a whole group of people • It combines the static information in a publication with the variable information in a data source (a mailing list or any other type of database) to create one copy of the merged publication for every record in the data source • Your data source can be: a Word Table, an Excel datasheet, an Access database or a contact list in e.g. Outlook
Data Fields • To tell Publisher what information to pull from the data source and where to put it, you insert data fields into the publication. • These fields correspond to the field names (usually column headings) in the data source. • For example, the address area of a postcard usually contains an address block consisting of fields for the name and address of each recipient. • After you enter the data fields in the publication, each field is enclosed in chevrons—for example, «FirstName».
Checking the data • After you specify the data source you want to use and insert the appropriate data fields into the publication, you can either • (a) send the merged publications directly to the printer or you can • (b) merge them one after the other into a new publication, as separate pages. • If you merge to a new publication, you have another chance to review and, if necessary, edit the merged copies before sending them to the printer.
Mail-Merge Wizard • How Publisher makes it easy to do this • You can also do a Catalog Merge, if you want to send out details of products you are offering • If you frequently use catalogs as a marketing tool, it is worth taking the time to set up your product or service information in a workbook or database so that you can maintain it in one location and avoid having to retype it every time you need it. • You might even consider storing information such as team or membership lists this way so that you can use Publisher and catalog merge to produce professional looking rosters.
An example • We will: create a postcard (We've Moved: Compass Point) and personalize it (Sapphire; side 2 = Promotional Text) • insert data fields based on an existing data source (Tools Mailings and Catalog Mail Merge) • and then perform a mail merge operation to create copies with preprinted names and addresses, ready for mailing. • We're looking at side 2 at this point…
Using an Existing List • Select the source of the data • Select the table • Look at the way the data is displayed
Adjust names etc • Delete all the text in the address text box • Under More items in the task pane, click Address block
Side 1 of the card • Insert a text box below "We've Moved" • Insert a Greeting Line (more items) • Publisher has already guessed! • Remove Greeting line for invalid recipient name
Create Merged Publication • And it's done!
Calendars • You can use Publisher to create a calendar for a single month, for a range of months, or for an entire year. • If you include artwork, remember to acknowledge the source • In Publisher, you can customize the background of any page by adding a solid color, a color gradient, a texture, or even a picture. This type of formatting is particularly effective in full-page publications such as calendars, because the background holds the objects on the page together with a cohesive design element. • A color gradient is a visual effect in which a solid color gradually changes from light to dark or dark to light. Publisher offers several gradient patterns, each with several variations. You can also choose a preset arrangement of colors from professionally designed backgrounds in which different colors gradually merge.
Adding Calendars • Note that you can add a calendar to any of the other template types
Using the Master Page • When you are working with a multi-page document, such as a calendar, it's much easier to create a uniform look, with the Master Page, than to try to do it with every single page individually • Anything that appears on the master page appears on every page • View Master Page • Clicking the Close Master View button on the toolbar returns you to the publication. • You can temporarily display the publication’s pages to check the effects of a change by clicking ViewPublication Pages at the bottom of the Edit Master Pages task pane.
The Calendar • Full Page Photo Album • Colour Scheme = Aqua • Page Size = Portrait • Time Frame = 1 year per page • You can change the picture to one of your own • You can put a text box under the photograph with details of who owns the photo • You may need to change the text font to make it all fit