How to Create a Mail Merge Document

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How to Create a Mail Merge Document

• JoAnn Lazarus, RN, MSN, CEN
• 2008 TXENA Co-Chair Membership

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To get started you will want to create your
letter and mailing list. I use the excel file
that comes from National to create the mailing
list. I sort the list into new, expiring and
renewing members and then create a unique letter
for each
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To start mail merge, open up the Mail Merge
Wizard. This will walk you through the steps
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Getting started Select letter or email
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You are now ready to select your recipients.
Make sure the document that you are using for
your names (i.e. the excel file) is closed
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Locate the file where your list is located
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Place your cursor where you want the address line
to be located and then click on Address block
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Determine how you would like it to appear
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For the names and addresses to appear in the
letter you must make sure the field match
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This should also include Address 2 so that apt
address will be included
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Determine where you want the Greeting Line to
appear and how you want it to look
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Just like with the address you should determine
how you want the greeting to appear
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Preview the letter
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Congratulations! You are now ready to print
your letters.