CREATING A MAIL MERGE (in MS Word 2010) Dave Shannon - 05/08/13
Creating a Mail Merge v1.0 050813
Dec 20, 2014
Step by Step guide to creating a Mail Merge using the Mail Merge Wizard. Created for a recent job interview.
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CREATING A MAIL MERGE(in MS Word 2010)
Dave Shannon - 05/08/13
CONTENTS
Why create a Mail Merge? Required Elements
The Creation process
Summary
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WHY CREATE A MAIL MERGE?
Send the same letter to many recipients while utilising personal information
Standard form letters - Legislation changes , Policy changes
Personalised/Targeted Marketing materials - geography, sales figures
Advantages of Mail Merging Send a clear and consistent message – reduce risk of
misunderstanding Speed
Easier proof reading; 1 letter instead of many. Thousands of letters can be produced or updated quickly
Our example – a small test run of marketing letters being sent to a group of pre-selected customers
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CREATING A MAIL MERGE – REQUIRED ELEMENTS
Data source - (MS Excel) Where your unique information
comes from Usually names and
addresses of customers
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CREATING A MAIL MERGE – REQUIRED ELEMENTS
Data source - (MS Excel) Where your unique information
comes from Usually names and
addresses of customers
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Standard text - (MSWord) The standardised part of your document which remains the same The message you want to communicate
CREATING A MAIL MERGE – REQUIRED ELEMENTS
Data source - (MS Excel) Where your unique information
comes from Usually names and
addresses of customers
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Merged DocumentsMerged DocumentsMerged DocumentsMerged DocumentsMerged DocumentsStack of letters to be printed and sent
MAIL MERGE – THE PROCESSD
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MAIL MERGE - SUMMARY
Simple as A, B, C
A) Have your data source ready in Excel
B) Have your standard content ready in Word
C) Open your standard text document, Select:
Mailings > Start Mail Merge > Step by Step Mail Merge Wizard
And follow the onscreen instructions.
*Electronic versions of this presentation are available on request
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THANK YOU FOR YOUR TIME
QUESTIONS?
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