GCSE ICT - Mail merging [PDF]

An outline of what mail merging is and the steps involved.

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Idea Transcript


5.3.1 Mail merging Revision Points: Candidates are expected to describe the steps necessary when mail merging; Candidates are expected to describe the advantages and disadvantages of the use of mail merge.

The steps involved in mail merging: 1. Some form of database is created, either using database software or a spreadsheet. 2. Data is entered into the fields of the database so that a number of records are created. 3. If required, queries are created to select data that meets certain criteria, such as overdue bills. 4. A word processor is used to create a template. 5. The word processor file is linked to the database file, this allows the field names to be inserted into the word processor file. 6. Finally, the data from the database is merged with the word processor template and either saved or printed directly.

A typical word processor template: Dear , We regret to inform you that your account balance of £ is now over your overdraft limit of £ and a £20 penalty charge has been made. It is important that funds are paid into your account to maintain your account within your overdraft limit. Failure to do this before the end of the month or further charged will be incurred. If there are likely to be any difficulties making a payment then please contact your account manager, . Yours sincerely,

Mr Stephen Hall - Financial manager

A typical database file to merge with the above letter: surname

title

address1

address2

address3

postcode

ac_ballance

od_limit

ac_manager

Smith

Mrs

17

Rodman Street

Bristol

BS3 6FG

-2245.78

1000

Mr Rodgers

Harris

Mrs

The Ashes

Burleigh Court

Bristol

BS4 7YG

-1478.34

5000

Mr Rodgers

Patel

Mr

231

Spinnaker Road

Bath

BA45 8GH

-23.52

500

Mrs Edwards

Johnson

Mrs

2

Kingswell Avenue

Bristol

BS7 9HJ

-17.89

1000

Mr Rodgers

This data could be stored in a database table or a spreadsheet. The fieldnames in the database must exactly match the fieldnames in the word processor template of the mail merge would fail.

A example of a merged document using the database and template above: 17 Rodman Street Bristol BS3 6FG Dear Mrs Smith, We regret to inform you that your account balance of £-2245.78 is now over your overdraft limit of £1000 and a £20 penalty charge has been made. It is important that funds are paid into your account to maintain your account within your overdraft limit. Failure to do this before the end of the month or further charged will be incurred. If there are likely to be any difficulties making a payment then please contact your account manager, Mr Rodgers. Yours sincerely,

Mr Stephen Hall - Financial manager

The advantages of mail merging: Before mail merging was developed if a company wanted to send lots of similar letters they would have to enter the personal details into each letter one at a time. Mail merging allows the automation of personalised standard letters, mail flyers and bills with minimal effort and time. Mail merging is also used to address the envelopes, further speeding up the process.

The disadvantages of mail merging: Mail merging can have complications, for example moving the data file, renaming fields etc. can cause the merge to fail as the word processor program cannot find the data sources it needs. Mail merging makes it very easy to create vast amounts of junk mail. Mail merged letters can lack a personal touch because the only individual part in a mail merged document is the data merged from the database.

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