Lesson Plan : Mail Merge in word
Teacher Name: | Daniel Szymczak |
Grade: | College/University |
Subject: | Other |
Topic: | Mail Merge in Word |
Content: | Merging an excel spreadsheet in word |
Goals: | - Entering recipient information in letter - Preview and personalize your merge - Merging your spreadsheet to word document. |
Objectives: | - The Student will be able to describe the way to create a template and a data source. - The Student will be able to describe how to merge the data (For example. Excel Spreadsheet) with the main document (letters, envelopes, labels, mails, directory etc.) in word. |
Materials: | Word and Excel |
Introduction: | - In this tutorial we will learn how to merge any document like directory or spreadsheet into word and also enter recipient information to letters, emails or envelopes. |
Development: | 1. Open a blank document in word 2. Select "Mailings"and then choose “Start Mail Merge” 3. 3. Select “Step-by-Step Mail Merge Wizard” from the drop-down menu of “Start Mail Merge” option 4. 4. The Mail Merge pane will open on the right-hand side of the word document after selecting the step-by-step mail merge wizard option 5. 5. In this tutorial of mail merge I have selected “Letters”; Select Letters option from the mail merge pane and then click Next: Starting document 6. Select how you want to set up your letters, we are using the current document so we will select “Use the current document” 7. After selecting “Use the current document”, go to the next step which is to select recipients. 8. 8. Now an address list is required so that word can put each address into the document. You can use an existing list such as an excel spreadsheet or outlook contacts or you can create a new list from within the mail merge wizard 9. Browse to the document which you want to use as a list and then click “Open” to open that file in your word document 10. After opening the excel spreadsheet, a table with “Sheet1$” option will pop up, select that option and press OK 11. 12. A “Mail Merge Recipients” dialog box will open and by default all the recipients would be selected, you can uncheck or check any recipient you want in the merge and then press OK 12. Click “Next: Write your letter” to move to the next step. 13. Preview the letter and look that the information from the recipient list appears correctly or not on the letter 14. Click “Next: Complete the merge” to move onto the next step 15. Select the “Print” option from complete the mail merge dialog box 16. Now, you have successfully mail merged a document in word |
Practice: | Try to remember every step and every option as you move from selecting Mailings to the end and try entering recipient's information with different type of documents like letter's, email's, envelope's or directory etc. |
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Closure: | This was a detailed tutorial of how to mail merge any document successfully in word using excel spreadsheet |
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