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Module 2 Lesson 2 - Productivity Tools

This lesson focuses on Mail Merge and Label Generation, teaching students how to create personalized documents using a data source. It outlines the steps for setting up a mail merge, including creating a recipient list and customizing labels. The lesson emphasizes the importance of mail merge as a productivity tool in effective communication.
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0% found this document useful (0 votes)
3 views37 pages

Module 2 Lesson 2 - Productivity Tools

This lesson focuses on Mail Merge and Label Generation, teaching students how to create personalized documents using a data source. It outlines the steps for setting up a mail merge, including creating a recipient list and customizing labels. The lesson emphasizes the importance of mail merge as a productivity tool in effective communication.
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

Module 2: Increasing Productivity through ICT

Lesson 2
Mail Merge and Label Generation

Empowerment Technologies
Senior High School Applied - Academic
Have you ever wanted to
send digital greeting cards
or letters to your family
members or friends? Why?

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 2


What are the
media that you
use to exchange
essential
information with
other people?

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 3


Understand what mail merge and
label are.
Learning Identify the features needed to
Objectives create a mail merge and label.
Apply the process of creating a mail
At the end of the
lesson, you should be merge and label.
able to do the Uses common productivity tools
following:
effectively by maximizing advanced
application techniques.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 44


In a word processor, create
a minimum of five gift tags
containing a short passage
and the names of the
persons who have been
kind to you this year.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 5


Mail Merge and Label Generation

Technology has offered


people diverse ways to
communicate creatively
and produce efficiently in
the simplest manner.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 6


How do we define
Mail Merge?

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 7


Mail Merge

Mail Merge is a powerful tool that combines


customized documents with another file from a
data source.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 8


Mail Merge
This feature offers personalized
Labels
Tags
Certificates
Emails
Directories
Letters
Envelopes

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 9


Two Parts of a Mail Merge
Main Document Recipient List

As the name suggests, it Refers to the data source


refers to the content or or record of names,
template of the mail. addresses, and selected
information that can be
customized by the user.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 10


Mail Merge

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 10


Mail Merge: Creating Recipient List

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 11


Mail Merge: Creating Recipient List

Click the Mailings Tab.


On the Mailings ribbon, click Select
Recipients.
There are two usual options following this
step:
Option 1: Type New List or
Option 2: Use an Existing List

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 12


12
Creating Recipient List: Type New List

Fill in the details on


the row and click
New Entry to add
recipients. You may also
customize the column
values.
New Address List Dialogue Box

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 13


Creating Recipient List: Use an Existing List

Open Excel, then type


in your preferred
values in the first row
and your recipients’
details in the
succeeding rows.
Creating the list using spreadsheet.
Save the document.
ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 14
Would you recommend mail merge to
your friends? Why or why not?

15
Mail Merge: Launch the Mail Merge Wizard

Click Start Mail Merge on the Mailings


ribbon and select Mail Merge Wizard.
A column box will appear on the right side
of the screen with a step-by-step guide.
Select the document type that you will be
using.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 16


16
Mail Merge: Launch the Mail Merge Wizard

Document types:
Letters - customized greetings
Email - a Word to email content
Envelopes or Labels - similar to a stamp
indicating names and address from the
recipient list
Directory - serves as a contact list

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 17


17
Mail Merge: Launch the Mail Merge Wizard

Create your template or Main Document.


Select your recipient from the previous step.
Select the Insert Fields that you want to
place on your document.
Preview your letter.
Make necessary changes.
Print your document.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 18


18
Creating Data Source

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE


Creating Data Source

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE


Creating Document

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE


Inserting Merge Field

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE


Tip

Conceptualize your desired output


first.
Be sure to gather needed information
and have a layout in mind before mail
merging.

19
Labels

Labels are used on envelopes together with the


document created during the mail merge. It may
also be used for different things such as name
tags or gift tags.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 20


Labels

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 20


Creating Labels

Choose between Envelope or Label.


Option 1: You will have to format your label
according to your preference.
Option 2: You will use a template from
different label vendors.
You may include text or graphics in your
label as your customization.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 21


21
Creating Labels

Add the information or fields that you wish


to include from your recipient list.
Set the proper print properties before
printing the labels to avoid making a
mistake.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 22


22
Practice 2

Create a greeting card expressing your


gratitude to your classmates. Make sure that
each of them will receive a copy of your card.
Apply the necessary steps as discussed in the
lesson.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 24


Questions

1. What is your understanding of mail merge?

2. What are the advantages of using a mail


merge?

3. Why is it considered as a powerful tool?

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 25


Why is mail merge still
important despite the
availability of different
tools on the Internet?

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 26


Citation and Bibliography

1. In the “Reference” tab, choose the writing style that you


want to use. You can choose from APA, Chicago, MLA and
many more.
2. Click “Insert Citation”, and then the “Create Source”
window will be displayed.
3. Fill in the necessary data.
4. Once done inserting, you can put Bibliography in the
document by clicking the “Bibliography” drop-down menu.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 27


Hyperlink

1. Create presentation and insert objects.


2. Click the object that you want to assign hyperlink with.
3. Click the “Insert” button in the ribbon. Then select ”Link”.
4. In the “Insert Hyperlink” window, choose whether to link
the object to a webpage or file, slides within the
document, or email address.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 28


Custom Animation and Timing

Four Types of Animation

Entrance – used to define how you want the object to


appear on your slide.
Emphasis – used to highlight object.
Exit – used to specify how you want the object to disappear
to your slide.
Motion Path – specify how you want the object to travel
through area of your slide.

ENGAGE EXPLORE EXPLAIN EXTEND EVALUATE 29


Wrap Up

Mail Merge is a powerful tool that


combines customized documents with
another file from a data source.

Two Parts of a Mail Merge:


1. Main Document
2. Recipient List

33
Wrap Up

Labels are used on envelopes


together with the document created
during the mail merge.

34
Bibliography

“How to Create Mail Merge Labels in Word 2003-2019 & Office 365.” onlinelabels.
January 2 2019. Last updated February 20 2020. Accessed May 24, 2020.
[Link]

Kallas, Priit. “11 Reasons Why Your Email List Beats Social Media.” reamgrow. May
14 2019. Last updated December 16 2019. Accessed May 24, 2020.
[Link]

35

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