Define and explain Mail Merge

For this assignment, you will create a Word document that is mail merged with an Excel customer contact table. Mail Merge can be used to create bulk labels, letters, envelopes, and emails. You will be creating letters to send with the newsletter you previously edited (Links to an external site.). Follow the directions below, then submit your assignment. If you get stuck on a step, review this module and ask your classmates for help in the discussion forum.

You have been tasked with mailing the newsletter you previously created to customers of Rowan Retail. In order to accomplish this task, you need to merge the customer contact information in the Excel file with a Word document in order to make mailing labels. Follow these steps to accomplish the task.

  1. The first step is to download the customer contact Excel file (Links to an external site.) and save it to the Rowan folder on your desktop.
  2. Open Word and create a new document by clicking on the Blank document option in the window.
  3. Save the document by using Save As and rename the document to BA132_LastName_MailMerge.docx, replacing “LastName” with your own last name. (Example: BA132_Hywater_MailMerge)
  4. Select the Mailings tab then the Start Mail Merge button and select Step-by-Step Mail Merge Wizard.

A blank Microsoft Word document is open. There are three green arrows on the document, the first arrow shows that the mailings tab in the ribbon menu has been selected. The second arrow is pointing at the start mail merge button and the third is pointing at the step by step mail merge wizard button.

  1. In the Mail Merge menu, click the Next: Starting document link.

A blank Microsoft Word document is open. A mail merge menu has opened to the right of the document and there is a green box highlighting where it is located. A green arrow points at the option to go to the next starting document.

  1. You will be creating letters for the contacts who will receive the newsletter, so leave the document type in Letters and click the Next: Select recipients link.

A blank Microsoft Word document is open. A mail merge menu has opened to the right of the document. A green arrow points at the option to go to the next: select recipients button.

  1. You already have a file with a contact list. Leave the selection Use an existing list selected and click on the Browse link. This will open up a dialog box for your computer.

A blank Microsoft Word document is open. A mail merge menu has opened to the right of the document. A green arrow points at the option to use an existing list and another green arrow points at the button to browse.

  1. Select the correct folder and scroll through the files until you find the Rowan Retail Customer Contacts.xlsx file. Either double-click on the file or select it and click the Open button.

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