Mail Merge Process Explained

This assignment details the process of creating a mail merge in Word. It outlines five key steps: preparing data in an Excel spreadsheet, starting the mail merge function, inserting merge fields, previewing results, and finally, saving the completed mail merge. The document provides specific instructions for each step and emphasizes the importance of formatting data correctly for successful merging.

How I created a Mail merge?

INTRODUCTION
Mail merge is usually used in making multiple documents at once. This present report is
based on mail merge and it will explain the whole process of mail merge.
Process of Mail Merge
Step 1: Prepare Data
The first process of making data for that I need to set up the data, for that I need to use
excel-sheet as the data source for the recipient list. Besides this, there are some tips through
which I will prepare data for mail merge (Baude and et.al, 2015).
 First, I will need to make columns for different names. They should match with field
names.
 I need to make all data merged in the first sheet of my spreadsheet. I need to do proper formatting of all currencies and postal codes, so that Word can easily
assess their values.
Step 2: Start the mail merge
 In Word, I need to choose File>New>Blank document.
 Then I need to select mailing tab in the start mail group. Afterwards, choose
merge option to run the function (Heidenreich and et.al, 2015).
 Then I need to select Recipients>use an Existing List.
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 Then after that, I need to browse Excel spreadsheet and then choose Open
 After that, I will choose Sheet$>OK.
Step 3: Insert a merge field
In this third process of mail merge, I will insert my data into merge field. For that, I need
to follow some of these points.
 On the mailing tab, in the write & Insert field, I will need to choose address book.
 Then in an insert Address block then I will choose format of the recipients names, So
that It will appear on the envelope.
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 Then I'll choose OK. Then I need to choose File>Save. Through this, file will get saved in the system.
Step 4: Preview and finish the mail merge.
After inserting the mail merge, I will preview my results in order to identify the correct
data.
To review my result, I need to do some steps.
 On the mailing tab, I need to choose preview results (Lu, M. J., and et.al, 2014).
 Then choose Next or Previous tab to move through the record function and then show the
records will appear or not.
 The last is to finish group and select Finish & Merge and then adopt print documents.
Step 5: Save the Mail Merge
It is the last process of mail merge in which my mail merge will be saved and secured this
one will be used for me to reuse next bulk mailing (Taylor and et.al, 2016).
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CONCLUSION
From the above report, it summarized the overall process of Mail merger how they going
to be done in the system.
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REFERENCES
Books and Journals
Baude, B. J., and et.al, 2015. Merging distributed mail into a unified folder view. U.S.
Patent 8,930,379.
Heidenreich, S., and et.al, 2015. The dark side of customer co-creation: exploring the
consequences of failed co-created services. Journal of the Academy of Marketing Science. 43(3).
pp.279-296.
Lu, M. J., and et.al, 2014. Mail merge integration techniques. U.S. Patent 8,661.342.
Taylor, J., Itani, M. and Smith, R., SugarCRM Inc, 2016. Metadata driven user interface
system and method. U.S. Patent 9,268,538.
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