Who Should Attend
This course will be easiest to follow for students who are familiar with the Microsoft Word interface. It is helpful for students to know the basics of text editing and how datasets are structured, but it is not necessary to be fluent in Word, Excel, or Outlook in order to perform mail merges.
The goal of this course is to make mass communications much faster and easier for users. You will learn how to write custom form letters, create personalized envelopes, and generate mailing labels from a dataset or contact list, saving time on addressing each post item individually.
1 - Lessons
- Using Mail Merge to Create Form Letters - Learn how to set up the mail merge document, preview the result, and complete the merge through several methods.
- Data Sources - Learn how to create the recipient list from dataset in Excel, a group of contacts in Outlook, or a list in Word.
- Mailing Labels and Envelopes - Learn how to create custom mailing labels and envelopes.
- Advanced Mail Merge - Learn how to create rules that generate different text for different form letters.