Mail Merge Form Letter and Recipient List
Mail Merge Form Letter and Recipient List Grading Rubric

The Mail Merge Tool in Microsoft Word 2010 allows you to create unique, multiple versions of a customized "form letter." You will create a form letter using your letterhead, an envelope using the envelope created earlier, and mailing labels for your customers.

When you have completed this activity you will have two separate items listed below.

Create a form letter informing your customers on a upcoming event, special private sale, or some kind of promotion you want your customers to be informed about.

In Microsoft Word 2010, open your letterhead document.

Mail Merge Form Letter

Save the letterhead document with the name Mail Merge Form Letter.

On the Mailings tab, in the Start Mail Merge group, click Start Mail Merge then select Letters.

Mail Merge.

Create Recipient List:

With the mailing tab still selected click Select Recipients then select Type New List.

Select Recipients

This opens the New Address List dialog box. You will type in five customer names. You can make these names and addresses up. You will need to include the following information:

To begin a new name click the New Entry button at the bottom left hand side of the New Address List.

New Address List

Click OK when you have entered all five of your customer name, addresses, and e-mail addresses. You will be prompted to save your customer database. Make sure that your My Business folder is the Save in list and give it a unique name.

Save Address List

If you created your list earlier you will need to select the reciepient list first. On the Mailings tab, in the Select Recipients group, Use Existing List..

Select Recipients

Insert Date & Time:

Now that all the recipients are created you will need to type out the form letter. The first thing you will insert is the date. With the Insert tab selected click on Date & Time.

Insert Date and Time

At the Date & Time dialog box choose the first date format and put a check in the Update Automatically.

Date and Time

Your document should now look like this:

Date Inserted

Include Address Block:

Next you will enter the addresses of the people you entered into your database. Double space down then click Address block and <<AddressBlock>> should appear two lines under the date.

Address Block

The address block dialog block will appear. Accept the defaults by clicking OK.

Address Block

Your word document should now look like this:

Address Block Inserted

Include a Greeting Line:

Double space down and click Greeting line located in the Mailing tab section.

Greeting Line

This opens the Insert Greeting Line dialog box. Choose the format you want your greeting to be in.

Greeting Line

Your document should now look like this:

Greeting Line

Insert Recipients First Name and Last Name:

You need to include the recipients first and last name somewhere in your letter to make it sound like you personally wrote him/her that letter. You will start the letter off with the recipients name. Double space down and with the Mailing tab selected click Insert Merge Field and select First Name, hit the space bar, then select last name. <<First_Name>> <<Last_Name>> should appear where you want the name to appear.

Insert Merged Fields

Your word document should now look like the graphic below:

Mail Merge

Include an E-Mail Merge Field:

You also need to include somewhere in you document a place to place the person's e-mail address. To include this in the letter click Insert Merge Field, then e-mail and <<Email_Address>> should appear.

The letter below is what I typed to give you an example. Yours should be different.

Form Letter

Preview Your Letters:

To preview your letters, with the Mailing tab selected click Preview Results then click the arrow keys to view all five of your documents.

Preview Letters

Resave your mail merge letters and continue on to the mail merge envelope activity.

Creating Business Documents in Microsoft 2010