SECTION 4
Lesson 4.1: The Mail Merge Wizard

   

 

 

With a flyer template we will create a Mail Merge using existing mail recipients and construct a greeting line for each publication.

 

Begin by Opening Lesson 4.1.

 

 

1.

Go to ViewTask Pane.

 

 

 

2.

Select the Other Task Panes MenuMail and Catalogue Merge.

 

 

3.

Make sure Mail Merge is selected and click Next: Select data source.

 

 

 

4.

Make sure the Use Existing list option is selected.

 

 

 

5.

Select Browse.

 

 

 

6.

Locate and Open data source.

 

 

7.

Check or uncheck recipients for the mail merge.

 

 

 

8.

Select OK.

 

 

9.

Click Next: Create your publication at the bottom of the task pane.

 

 

 

10.

Select Greeting Line from the Create your Publication area.

 

 

 

11.

Adjust the greeting line to your specifications.

 

 

 

12.

Select OK.

 

 

13.

A text box with the greeting line will be inserted into the publication. Position the text box.

 

 

Note: You may also format the greeting line from within the publication, such as changing the font, font size, colour, etc.

 

 

14.

Select Next: Preview your Publication.

 

 

 

15.

Preview publication.

 

 

 

16.

Select the Forward or Backward arrows to preview each publication.

 

 

 

17.

Select Next: Complete the Merge.

 

 

 

18.

Under Merge, Select Print.

 

 

 

19.

You have successfully completed your first Mail Merge!