Mail Merge Training By, Tera Ulbert, M.Ed.

Step 1 Please open the Mail Merge Word Document file I sent you Please also open the Attendance feeds that Jennifer Young sends you twice a week.

In Excel, view your ADA document

You will notice that only your students show, keep other SVTs hidden

Click on row 1, column A

Scroll all the way to the right, hold shift, Click on row 1, column BL

Scroll all the way down, click on the last box on the bottom right

Right click, “Copy” and Open a new document

Right click, “Paste” in new document

Click Save and name the file

Go back to where we left off in Word

You will now be viewing my document

Go to “Mailings” at the top of Word

Click on “Start Mail Merge”

Select “Step by Step Mail Merge Wizard”

Go to Step 3 of 6

Under Use Existing List, select “Select a Different list”

Find your ADA file and Click “Open”

Select Sheet 1 and press “OK”

Press OK again

Click “Finish and Merge” at the top

Select “Send Messages”

Select who you want to mail to and write a subject line, press OK

Step to repeat I like to repeat the previous step and send it to: ◦Insight ◦Personal Student ◦If the students are under 18, I also send it to Contact 1 and Contact 2 ◦ You will have to recreate the spreadsheet and make one for under 18 once you have sent to the first two s to Insight and Personal Student . Make sure to delete the students that are over 18 in the rows.

You’re done! Repeat every time you get your Attendance Reports Things to remember: ◦You need to have your Outlook Express set up  Tech support can help with this 24/7  You also need to make sure that Outlook is open before you send your mail merge.