Transcript of LESSON 09: Mail Merge. LEARNING OUTCOMES: 1.State the usage of mail merge. 2.Create a mail merge...
LESSON 09:
Mail Merge
LEARNING OUTCOMES:
1. State the usage of mail merge.2. Create a mail merge document.3. Save the document.
At the end of this lesson, students should be able to:– Create a mail merge document and save the
document.
– Create data source in Excel
– Set up main document
– Open data source
– Insert merge fields
– Merge to new document
– Save the document
• Activity 1: Create “Enrolment Form” document
• Activity 2: Open Mail merge wizard• Activity 3: Insert Data• Activity 4: Save data• Activity 5: Change Field Names • Activity 6: Merge data in the form• Activity 7: Print Mail Merge
:
Activities Menu(Click on the menu to run the activity.)
Activity 1: Create
“Enrolment Form“document
Activity 2:Open Mail Merge Wizard
1. Open a New Microsoft Document
2. Click Tools from the Menu Bar. 3. Select Letters and Mailings from the drop down menu.
4. Another menu will open.5. Click Mail Merge. The Mail Merge task pane will be opened.
6. Click Directory.7. Click Next Starting document.
Directory
Next : Starting document
8. Click Next: Select recipients.
Next: Select recipients
9. Click Type a new list.10. Click Create.
Type a new list
Create
Activity 3 : Insert Data
1. Clicking Create will open the
New Address List dialog box.
2. Insert data in certain sections :
i. Title Azman Bin Mohamadii. In section First Name, type-in 1 Amanahiii. In section Last Name, type-in 900903-10-6019iv. In section Company Name, type-in 13 v. In section Address Line 1, type-in 03 September 1990
2. Insert data in certain sections (continuation) :
vi. In section Address Line 2, type-in 21 Jalan Besar, Klang, Selangorvii. In section City, type-in Mohamad Bin Basriviii. In section State, type-in 03-33722159ix. In section ZIP Code, type-in Bahasa Melayux. In section Country, type-in Hand Ball.
3. Click New Entry
New Entry
4.The next dialog box will appear .
5. Click Close.
Close Button
Activity 4:
Save Data
ii. Save.i. Type Data
1.Type-in Data in the File name section :2.Click Save.
ii. Save.Type Data Save
Activity 5:
Change Field Names
The next dialog box will appear.1.Click Edit.
Edit
2. Click Customize.
Customize.
3.Click Rename.4.Type-in Name at the Rename Field Toolbox.5.Click OK.
Rename
Type-in Name at this section OK
6. Click First Name.7. Click Rename.
First NameRename
First Name
Rename
First Name
Rename
8. Click OK.
OK
9. Repeat the above steps to change the next section .
Last Name to IC NoCompany Name to AgeAddress Line 1 to Date of birthAddress Line 2 to AddressCity to Parents NameState to Telephone NoZip code to SocietyCountry to Club
10. The next outcome will appear. Click OK.
OK
11. Click New Entry.
New Entry
12. Click Close.
Close
13. Click OK at Mail Merge Recipients Toolbox.
Activity 6
Merge data in the form
1. Click Next Arrange your directory.
Next : Arrange your directory
2. Ensure the cursor is placed at the Name section in the form
Place the cursor here
3. Click More Items.
More items.
4. The next dialog box will appear. Click Name from the list. Click Insert.
Insert button
5. Click Close
Close
This particular part will appear
6. Place cursor at the form section
form section
More items
7. Click More items in Mail Merge Task Pane.
8. Click Form.
Form
9. Click insert.Insert
9. Click Close.
Close
10. Ensure the cursor is placed at the IC No section in the form.11. Repeat step 3 until 5 to insert other fields:
IC NoAgeDate of BirthAddressParent’s NameTelephone NumberSocietyClub