Performing a Mail Merge with Outlook and Blake Gmail

Performing a Mail Merge with Outlook and Blake Gmail


The first step is to enable pop and set an alias in your Blake School mail account.  To do this, please log into  https://mail.google.com


Once logged in, please select the gear icon located on the right and select mail settings.



From here, you will want to select  the “Forwarding and POP/IMAP” option


In the Forwarding and POP/IMAP area, please check that POP is enabled and  select Enable POP for all mail that arrives from now on. Once this is set, you will want to click “Save Changes”


Save Changes is at the bottom of the window.
The next step will require going back into the Settings options
and selecting Accounts. In the accounts tab, set the gtest@blakeschool.org as the default account.
After you have finished making this change, you can close out of your Blake Gmail.  Now, you will need to open Outlook. If you do not have Outlook installed please contact ISS to have it installed.  
  • Open outlook and set up the account with your Blake Gmail information outlined below entering your name, Blake Gmail account address, and then your username as the same. The password will be what you use to log into your Blake Gmail.


  • Next click More Settings and select the option “My outgoing server (SMTP) requires authentication” and select the Use same settings as my incoming server option.

  1. Select advanced and enter the following information:
  • Incoming server 995 port 995
  • Outgoing server SMTP 587 and use the following type of encryption TLS
  • You can select to leave a copy on the server and also delete anything older than 14 days, this portion is up to your preferences.
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Once you have completed these steps, you should be able to send a test message and it should arrive in your newly set account in your Outlook account.



Creating the mail merge

Courtesy http://www.addictivetips.com/microsoft-office/word-2010-mail-merge/
Author:  Usman  Created Mar 05 2010


Word 2010 includes Mail Merge feature, which enables user to create documents (Letter, Emails, Fax etc) that are essentially the same but contains unique elements such as recipient Name, Address, Contact No, City, State, etc. It helps user to create a document for multiple recipients more easily by just selecting recipient names and choosing the document. Personal details of the respective recipient will be automatically added in the document which prevents users to write each recipient’s personal info in every document, eventually saving a lot of time. This post will cover how to use this feature through a simple wizard.
Launch Word 2010, navigate to Mailings tab, and from Start Mail Merge options, click Step by Step Mail Merge Wizard.


This will bring up Mail Merge dialog at the side of the Word document window, here you can specify type of document you want to create, we will select Letters, click Next:Starting document from the bottom of the dialog.


In this step, you will be provided with different options to create Letters, we will choose simple procedure by selecting by template. Click Select template.


This will bring up Select template dialog, choose a suitable template. We will be using Median LettertemplateClick OK to continue.


At the left side of the window you can see the template is imported into document, from right-pane, clickNext: Select recipients.


In this step, you can choose different options to import recipient list, we will select an existing list, hit Browse to import desired recipients list.


We will be using recipients list created in Excel 2010. The name of the worksheet is Mail, which we will import in to Word Mail Merge.


Choose an Excel worksheet, click Open to import.


Select Table dialog will appear, now choose the worksheet which contains required data, if first row contains column headings, then enable First row of data contains column headers option, and click OK.


You will see the Mail worksheet in the Mail Merge Recipients dialog. Here you can filter down the recipients on the basis of column headings. If we want to send letters to the recipients living in city Akron.We will select Akron from City drop-down options.


Upon click, it will show only the recipients living in Akron. Here you can also perform different actions over the list such as; Sort, Filter, Find duplicates, Find recipients, and validate address. Click OK to proceed further.



Now navigate to Mailings tab, and click Address Block.


You will reach Insert Address Block dialog, from Specify address elements, choose format in which you want to show recipient name. Under Preview you can see the preview of the changes that affects. UnderCorrect problems, click Match Fields to insert new field in the letter, as we want to include addre
ss of the recipient.


Match Fields dialog will appear, now from Address 1 options select Street. That will include the name of the street. You can also include other fields if required. Click OK to continue.



You will see the address is added in to the format as shown the screenshot below. Click OK to continue.


Now we will customize the greeting message, for that navigate to Mailings tab, and click Greeting Line.


In Insert Greeting Line dialog, you can choose desired greeting format from Greeting Line format. UnderGreeting line for invalid recipient names choose the format for unknown recipients. Under Preview, it show the preview of of the changes you made. Click OK to continue.


Now to make AddressBlock more prominent, navigate to Home and apply color and font styles over it.



Navigate to Mailings tab, and from Finish & Merge menu, click Edit Individual Documents.


It will bring Merge to New Document dialog, you can choose Current record, we will select All to view all the recipients. Click OK to show the letter of each recipient.


Now as you can see in the screenshot below, Mail Merge created letters of each recipients residing in city Akron with their respective street names.


 

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