Module 3.1
Task 5 - Mail Merge


A.M.D.G.

Most people are familiar with the idea of personalised mail shots where copies of promotional materials are mailed to and addressed to individuals. Each of the personalised letters are not individually typed. Instead, a mail merge is performed by following the following steps:
  • Create a standard letter, a letter to be sent to many people but without the personal information.
  • Create a data document, listing the names and addresses and other relevant information of the recipients of the letter.
  • Merge the data document and the standard letter and print the merged documents.
  • Using online help, perform a mail merge with the following standard letter
<<Address 1>>

<<Address 2>>

Date

Dear <<Title>> <<Surname>>,

As a <<card type>> holder you are entitled to a <<percent>> discount in our upcoming sale.

I hope to see you, <<forename>>, and your family at our sale.

Yours truly,

Mr Manager
  • Use the following data to produce six personalised letters
Title Forename Surname Address 1 Address 2 Card Type
Mr Jim Barber 3 River Avenue Wemyss Bay Silver
Ms Helen Stewart 17 New Street Cumbernauld Gold
Miss Liz McGuigan 5 Steel Lane Motherwell Silver
Mrs Natalie O’Reilly 26 Morton Terrace Rutherglen Bronze
Mr Tim Bailey 31 Island Street Glasgow Gold
Mrs Stephen Smith 11 West Street Houston Silver
  • The percentage should be displayed automatically. Gold card holders get 25%, silver receive 15% and bronze card holders get 10% discount