Mail Merge Made Simple

Intermediate

In the beginning we were using mail merge to customize letters to hundreds of people at a time. The advantages of Mail Merge have grown in the interim to where we should probably be calling them data merges. Microsoft has also simplified the mail merge process so that anyone can create documents, labels and envelopes in five easy steps. 

  1. Best Practices for a Mail Merge
  2. Setting up the List
  3. Step 1: Start the Merge
  4. Step 2: Select the List 
  5. Step 3: Insert the Merge Fields
  6. Step 4: Preview
  7. Step 5: Send the Merge
  8. Connecting Merge Fields with Data Fields
  9. Creating Merge Labels
  10. Editing the List When Needed

Class Length: 1 hour. Can include up to 50 attendees in one session.