Instructions.  Open up the letter that Adam has given to you  Format it so it look professional.

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Presentation transcript:

Instructions

 Open up the letter that Adam has given to you  Format it so it look professional

 Click on the mailings tab. Select ‘start mail merge’ then step by step mail merge wizard- see image below

 At the bottom of the mail merge menu click on the ‘next’ link until you get to step 3 of 6  Now click on the Browse link  Follow the path shown below to select your copy of customers database  My Documents/......

 Make sure you select the customer data table then click ok  If you have done this step correctly you should see a similar screen as the one below. Click on OK

 Now you are ready to insert the data you would like to see in the final personalised letters. We call this process inserting linked fields.  Firstly place the cursor where you want the parent address to appear.  Click on the ‘insert merged fields’ icon  Insert the all relevant fields leaving appropriate spaces  After Dear insert a greeting line by selecting the Greeting Line icon shown below in green

 To complete the merge you want to be able to save the individual letter so that they are in a printable format.  To do this click on the next link at the bottom o f the mail merge wizard until you get to step 6 of 6  Click on the ‘edit individual letters’ link  On the next menu select the ‘from ‘ option and enter 1 to 25  Click ok. A new word document with the personalised letter will open. Save this document as – Merged Business letters

 Open the new word document that you have saved as Merged Business letters  You will need to print one copy of a personalised letter from this document  To do this click on-  The windows button  Print  In the print menu choose the ‘pages’ option  Enter the number of pages that one complete letter will take up. For most of you this will be one page so enter the number 1

 You will need to print one copy of your letter showing the merged fields ( see example on the right)  To do this you must go back to the original business letter  Make sure the ‘preview results’ button is not selected so that the letter looks like my example  No go to the windows button then Print  Print one copy only

 To mail merged your business letter with the parents customer information database:  Step 1- Create the business letter  Step 2- open the ‘Mail merge’ menu  Step 3- browse and select the database  Step 4- Link the database to the letter  Step 5- insert merged fields (select from list)  Step 6- finish and merge (edit individual letters)