STEPS IN CREATING A SIMPLE MAIL MERGE STEPS IN CREATING A SIMPLE MAIL MERGE

1. Open a Microsoft word and start a new blank document. You can use the 1. Open a Microsoft word and start a new blank document. You can use the
keyboard shortcut (Ctrl + N) after Microsoft word has been loaded or opened. keyboard shortcut (Ctrl + N) after Microsoft word has been loaded or opened.
2. On the Mailings tab, from the Start Mail Merge group, choose Start Mail Merge 2. On the Mailings tab, from the Start Mail Merge group, choose Start Mail Merge
Letters (TYPE YOUR LETTER) Letters (TYPE YOUR LETTER)
3. Save your letter and name in “SAMPLE LETTER” 3. Save your letter and name in “SAMPLE LETTER”
4. Insert the fields you need in the letter (Name, company, Address Line 1, Address 4. Insert the fields you need in the letter (Name, company, Address Line 1, Address
line 2, and Title) line 2, and Title)
5. Save the main document once more. You can use Ctrl+S to quickly do this step. 5. Save the main document once more. You can use Ctrl+S to quickly do this step.
6. On the Mailings tab, from the Start Mail Merge group, choose Select Recipients 6. On the Mailings tab, from the Start Mail Merge group, choose Select Recipients
--------Type a New List. --------Type a New List.
7. Click The Customize Columns button on the dialog box for the New Address List. 7. Click The Customize Columns button on the dialog box for the New Address List.
8. Select a field that you do not need then click Delete button. A confirmation dialog 8. Select a field that you do not need then click Delete button. A confirmation dialog
box appears. box appears.
9. Click Yes in the confirmation dialog box. The dialog box closes, and the 9. Click Yes in the confirmation dialog box. The dialog box closes, and the
unnecessary field disappears. unnecessary field disappears.
10. Repeat steps 8 and 9 for each field you do not need. 10. Repeat steps 8 and 9 for each field you do not need.
11. To add field that you need in your document, click the Add button. 11. To add field that you need in your document, click the Add button.
12. Type the field name on the prompt inside a small Add Field dialog box and click 12. Type the field name on the prompt inside a small Add Field dialog box and click
the OK button. the OK button.
13. Repeat steps 11 and 12 for each new filed you need in your main document. 13. Repeat steps 11 and 12 for each new filed you need in your main document.
14. Click OK button on the Customize Address List dialog box to confirm your 14. Click OK button on the Customize Address List dialog box to confirm your
changes. changes.
15. The New Address List dialog box to confirm your changes. 15. The New Address List dialog box to confirm your changes.
16. Type the individual data from your list corresponding to Name, Company, 16. Type the individual data from your list corresponding to Name, Company,
Address Line 1. Address Line 1.
17. Press the Tab key each time to enter the next field. 17. Press the Tab key each time to enter the next field.
18. To add a new record, press the Tab key after inputting the last field. 18. To add a new record, press the Tab key after inputting the last field.
19. Repeat steps 16 through 18 until you enter all the records you want. 19. Repeat steps 16 through 18 until you enter all the records you want.
20. Type a name for the address list. Name it “ Client List”. 20. Type a name for the address list. Name it “ Client List”.
21. Click Save button. You should be back on your document soon after. 21. Click Save button. You should be back on your document soon after.
22. Select a field placeholder (ALL CAPS) in the main document. 22. Select a field placeholder (ALL CAPS) in the main document.
23. Click Insert Merge field command button. 23. Click Insert Merge field command button.
24. Choose the proper filed to insert into your text. 24. Choose the proper filed to insert into your text.
25. Continue adding fields until the document is complete. 25. Continue adding fields until the document is complete.
26. Save the main document. 26. Save the main document.
27. Choose finish and Merge to edit, print, or send your merged documents through 27. Choose finish and Merge to edit, print, or send your merged documents through
email. email.
28. Or you may want to choose Preview Results to check your work before you send. 28. Or you may want to choose Preview Results to check your work before you send.
29. You should get a merged document close to this one; 29. You should get a merged document close to this one;
30. Save your document. 30. Save your document.