6 Easy Steps to

Mail Merge
 Create the letter you will be using.
May 21, 2013

To the Parents of: ____________________________

Your child took the TAKS Exit Level Test in April 2013. If your child passed a section of the test it will be indicated with PASS. If your child failed a
section of the test it will be indicated with FAIL.

Exit Level ELA __________

Exit Level Math Retest __________
Exit Level Science Retest __________
Exit Level Social Studies __________

If your child failed any section of the test they must retest this summer. The test will be given from July 8, 2013 to July 11, 2013. Students will
need to report to their home campus by 8:00 AM on the day(s) of their exam(s). It is very important that students are on time. Breakfast will be
served in the cafeteria at 8:00 AM. Lunch will also be provided.

Retest Date Test

July 8 Exit Level ELA Retest
July 9 Exit Level Math Retest
July 10 Exit Level Science Retest
July 11 Exit Level Social Studies

Test registration will be open online beginning May 27, 2013. All students who are testing should register online. Go to
www.eisd.net/testing to register.

If you have questions, please contact your child’s school counselor.

Sincerely,
Principal’s Signature
School Principal

Received By: ______________________ __________________

Student Signature Date

______________________ ___________________
Parent Signature Date
Data File from Pearson
Have the file that you want to use for the
mail merge available.
Remember where it is saved.
Set Mail Merge
Once you finish your letter you will go to
the tool bar and click on
◦ MAILINGS
◦ START MAIL MERGE
◦ STEP BY STEP MAIL MERGE WIZARD
Step 1 : SELECT DOCUMENT TYPE
Select the document type you are
working on. In this case it is
LETTERS.

Go down to the bottom of the screen

and click on Step 1 of 6 NEXT:
STARTING DOCUMENT
Step 2 : SELECT STARTING
DOCUMENT
◦ Use the Current Document
◦ Start from a Template
◦ Start from Existing Document

Select USE THE CURRENT DOCUMENT.

Go down to the bottom of the screen and click on
Step 2 of 6 NEXT: SELECT RECIPIENTS
Step 3 : SELECT RECIPIENTS:
◦ Use an existing list
◦ Select from Outlook Contacts
◦ Type New List

Select USE AN EXISTING LIST.

Then click on BROWSE .
Look for the Pearson Data File that you will
be using and select the file.
SELECT TABLE will appear.
Click on the Name of the Sheet.
(Only one name will appear. )
Then click OK.
You will get a preview of the file you
selected.
Click OK.

Go down to the bottom of the screen and click

on Step 3 of 6 NEXT: WRITE YOUR LETTER
 Step 4 : WRITE YOUR LETTER
Click and highlight the section that you want to mail merge.
Example:
To the Parents of: ___________
I would highlight the underline.
Then you go to the right of the screen and select MORE
ITEMS.
On the Insert Merge Field selection, select the field you
would like. Here, I would select Student Name.
Go through your letter inserting all the areas where you need
a field.
Go down to the bottom of the screen and click on Step 4 of
6 NEXT: PREVIEW YOUR LETTERS
Step 5 : PREVIEW YOUR LETTERS
Here you can make sure all the recipients
(student names) are correct. You may edit
the list of recipients if needed.

Go down to the bottom of the screen and

click on Step 5 of 6 NEXT: COMPLETE
THE MERGE.
Step 6 : COMPLETE THE MERGE
Your Mail Merge is ready to print!

You may edit individual letters here, if

needed.