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Mail Merge Letter Creation Guide

The document provides instructions for a mail merge activity where students will: 1. Create a form letter document and data file in Microsoft Word and Excel respectively. 2. Use the mail merge feature in Word to merge the form letter with the data file. 3. Save the individual merged documents and ensure they meet the minimum requirements for fields and entries to maximize points for the activity.

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Romulo Marquez
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259 views2 pages

Mail Merge Letter Creation Guide

The document provides instructions for a mail merge activity where students will: 1. Create a form letter document and data file in Microsoft Word and Excel respectively. 2. Use the mail merge feature in Word to merge the form letter with the data file. 3. Save the individual merged documents and ensure they meet the minimum requirements for fields and entries to maximize points for the activity.

Uploaded by

Romulo Marquez
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Mail Merge Activity #2

Problem:

You will construct any letter (may it be formal or informal letter) you have learned from
your previous subjects. You may refer to any format from the Internet or your old notes
from your previous subjects. And please, avoid plagiarism (we will know if you did that).

Instructions:

1. Construct your form document in Microsoft Word and save it with a file name
“activity-2-fd-<your_name>” (example: activity-2-fd-john-sidfrey-soriano).
2. Construct your data file in Microsoft Excel and save it with a file name “activity-2-
df-<your_name>” (example: activity-2-df-john-sidfrey-soriano). Please refer to the
rubric how many entries (recipients) you will use as input in order to maximize
potential points.
3. Using the mail merge feature of Word, start the merge process to create the form
letter. Please refer to the rubric for the minimum number of merge fields to be
used in order to maximize potential points.
4. Save the form document.
5. Click “Finish & Merge>Edit Individual Documents>All” in the Mailings tab or click
in “Edit individual letter…>All” in the step 6 of 6 in the Step-by-Step Mail Merge
Wizard.
6. The document produced from Instruction #5 will be saved with a file name
“activity-2-id-<your_name>” (example: activity-2-id-john-sidfrey-soriano).
7. Check your outputs. There should be three (3) documents to be passed for
this activity 2.
• Form document (letter)
• Data file (recipient list)
• Individual documents (merged document)
Rubric for Mail Merge Activity #2
Category Scoring
Merged Letter 25 20 15 0
Letter contains Letter contains Letter contains Letter does
at least 4 exactly 3 less than 3 not contain
merged fields. merged fields merged fields. any merged
only. field.
Data File 25 20 15 0
Contains at Contains at Contains less No data file
least 7 columns least 7 columns than 7 columns used at all.
and at least 12 with less than with less than 12
entries, 12 entries. entries.

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