Microsoft Word Creating Mailshots

Microsoft Word Creating Mailshots

Duration:
Half Day
Aims:

This course is designed for those delegates who need to produce mass letters, emails or labels that are sent to many people. Each letter/email has the same kind of information, yet the content is unique. For example, in letters to your customers, each letter can be personalised to address each customer by name. The unique information in each letter comes from entries in a data source i.e. Excel, Outlook contacts.

Objectives:

On completion of this course, attendees will be able to create a mail merge to produce letters, emails and labels.

Pre-Requistites:

Attendees should have a good basic understanding of Word prior to attending this course.

Versions

Courses are delivered in 2007, 2010, 2013, 2016.

What will I learn?
What is Mail Merge?
Create the Data Source
  • - Data Source options i.e. Excel, Outlook
  • - Create a data source to be used in a Mail Merge
Use Mail Merge to Create Letters
  • - Start the Mail Merge
  • - Select recipients - Type a New List, Use an Existing List, Select from Outlook Contacts
  • - Write your letter and insert merge fields
  • - Preview your letters before merging
  • - Edit recipients before merging
  • - Sort and Filter records
  • - Complete the merge
  • - Edit individual documents
  • - Print documents
Use Mail Merge to Create Address Labels
  • - Start the Mail Merge
  • - Select Recipients
  • - Insert merge fields
  • - Preview your labels before merging
  • - Edit recipients before merging
  • - Complete the Merge
Use Mail Merge to Send E-mail Messages
  • - Start the Mail Merge
  • - Select Recipients
  • - Write your email and insert merge fields
  • - Preview your e-mail before merging
  • - Edit recipients before merging
  • - Complete the merge
  • - Save the e-mail message main document
  • - Send the e-mail messages
Open a Mail Merge Main Document
Specify Rules for the Mail Merge
  • - Insert Ask... fields
  • - Insert Fill-in... fields
  • - Insert If...Then...Else fields
Envelopes and Labels
  • - What if I just want to print a single label or envelope?
  • - Create and print single envelopes and labels
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