1. Mail Merge

2. What is Mail Merge?
A Mail Merge is the result of merging (joining) together a document and a data file. The document can be a letter or another file. The data file contains unique data, like a database.

3. Step 1: Open a new File by clicking on File then New
Step by Step Mail Merge
Step 1: Open a new File by clicking on File then New

4. Step 2: Select Letters and Mailings from the Tools menu and click on Mail Merge Wizard

5. Step 3: When the following appears
Leave the ‘dot’ next to Letters
Click Next: Starting document.
This goes to the second step of the mail merge wizard

6. Step 4: Click Start from a template and then click on Select Template…
Select a template. Then click Next: Select recipients
For this example we will be using the Caravel Travel template

7. If you already have a list that you would like to use (eg from Microsoft Access, etc), select this option, then click on Browse
If you have an Outlook contacts list, select this option, then click on Choose Contacts Folder
If you do not have any lists, select this option, then click Create. For this example use this option

8. You should start with something like this
Click Customise and ensure that only the following headings are present and click OK

9. Enter the following data and click OK and save the file
Finally click on Next: Write your letter. You will end up on Step 4 of the wizard

10. Click on Insert, then on Date and Time and select a date format
Click on address block to insert addresses

11. Click Insert company name to remove the tick next to it and click OK and push Enter twice

12. On the Mail Merge toolbar, which you can access by clicking Tools, then Letters and Mailings and finally on Show Mail Merge Toolbar
Click on Insert Greeting Line

13. You can use this screen, and the two buttons (<< and >>), to preview your addresses
At this screen click OK and push Enter twice. Click Next: Preview your letter

14. You may now type your letter
Click Next: Complete the Merge and click on the X.
You may now type your letter