Training details
Learn how to create personalized letters, envelopes, and emails
In-person / Remote?
Both in-person and remote options available
Level
Intermediate / Advanced
Prerequisites
Basic knowledge of Word
Target audience
Anyone looking to communicate in a personalized manner to multiple recipients while tailoring the content.
Objectives
By the end of this hands-on training, participants will be able to
- Create and send letters to a list of different individuals
- Create and send personalized emails
- Create envelopes containing different addresses
Detailed program
- Preparation for the merge:
- Select the document type (letter, envelope, labels, email message)
- Selecting recipients:
- Creating a database in Excel
- Using Outlook contacts
- Modifying the database
- Adding data fields
- Organizing data fields
- Opening an existing database
- Choosing recipients
- Filtering and sorting recipients
- Document preparation:
- Creating the base document
- Modifying layout and formatting
- Inserting logo, header, footer, etc.
- Writing the letter or email message
- Envelope preparation
- Labels preparation
- Inserting elements
- Preview of the letter or email message
- Preview of the envelope
- Preview of the labels
- Adding text enhancements:
- Personalizing the mail
- Using conditions to add specific words to the text
- Utilizing all mail merge options
- Printing with Word:
- Preview
- Entire database
- Part of the database
- Current page only
- Print a single envelope
- Print one or more labels
- Tips and tricks
Duration
1/2 day
