10. Standard Letters & Mail Merge

Standard Letters

Tabs are used to space out your work in an orderly manner.  Tabs are helpful when you are writing letters to separate the sender’s address from the receiver’s address and, of course, if you want data to be presented in a tabular form.

 

 

 

 

Mail Merge

The personalised details in a standard letter can be typed on an individual basis by opening the file and typing in the appropriate place.  However, standard letters are often sent to many people at the same time. A much more efficient way of creating the letters is to create a mail merge.

Here the personalised details are stored in a database, like an address file and merged, with the Standard letter to produce a group of letters in a single operation.

 

 

How to do a Mail Merge Operation.

1. Download the files Mail Merge.doc and the mailing list.doc. and save them.
2. Watch VIDEO 13a and follow the steps to link the Standard Letter to the Data Source.
   
   

   Mail Merge.doc
   Mailing List.doc

   
   
   Make sure you choose the right VIDEO version for your computer from Video bar on the right.
3. Save your files.
4. Watch VIDEO 13b and follow the steps to complete the Mail Merge Operation
   .
   Make sure you choose the correct VIDEO version for your computer from Video bar on the Left.

 

13a. Merge Setup on an Apple Apple Computers Only 13a. Setting up Mail Merge on a PC PC Version Only 13b. Completing Mail Merge on an Apple Apple Computers Only 13b. Completing Mail Merge on PC's PC Version Only

 

 

What you have to do!

1. Download both files:
   • The Standard Letter - Mail Merge.doc
   • The Data Source file - Mailing List.doc
2. Watch Video 13a to see how to embed the data placeholders from the Mailing List tin to the Standard Letter.
3. Complete the Setup of the Mail Merge operation following the steps in the video. Remember to save your file.
4. Watch Video 13b to see how to complete the mail merge operation.
5. Complete the Mail Merge.

 

Mark off Task 13 in your progress grids.

 

What you should now be able to do!

• Know how to create a Standard Letter.

• Know how to Merge Details from a Data Source file into a Standard Letter.

• Explain the advantages of using Standard Letters and merging them with data to produce mail shots in terms of saving time and effort.

 

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