Mail merge like a boss

Post on 26-Aug-2014

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I created this mail merge training for my co-workers at Spark, right before our program was set to launch. It's a busy time when we're creating a lot of documents. All of them were able to mail merge afterward, saving lots of time! For a better version (where you'll be able to see notes), check out http://kevinverhoff.com/portfolio/

Transcript of Mail merge like a boss

Let’s learn how to mail merge Like A Pro

Why Mail Merge?

Objective

Team Members will be able to: effectively use Excel and Word to quickly (ie: in a matter of seconds) create personalized documents, letters, labels, lanyards, stickers, reminders, etc. for program activities…

What is mail merge?

Simple Steps

1. Set up Excel2. Set up Word3. Merge ‘em

1. Set Up ExcelStudent Mentor E-mailMarianna Jess Jess@example.comHangy Michael Michael@example.comMariana Hannah Hannah@example.comAndrea Michael Michael@example.comTamera Brian Brian@example.comMaureen Laura Laura@example.comZuri Kathyjean Kathyjean@example.comAbigal Dan Dan@example.comNickolas Josh Josh@example.comRobyn Amy Amy@example.comJavier Kate Kate@example.com

2. Set Up Word

Depending on the document:

- A letter: Write the letter, leave space for things you want filled in

- Labels: Just open word

3. Merge ‘Em

3. Merge ‘Em

Pick what you want.

If it’s labels, pick the size

3. Merge ‘Em

3. Merge ‘Em

FILL IN THE SPACES

Dear ______,

I’m mergin’ like a Boss

Thanks,Kevin

3. Merge ‘Em

3. Merge ‘Em

Open it in a new document

Just print it!

Let’s do it now.

1. Set up Excel2. Set up Word3. Merge ‘em

Objective

Team Members will be able to: effectively use Excel and Word to quickly (ie: in a matter of seconds) create personalized documents, letters, labels, lanyards, stickers, reminders, etc. for program activities…

Mergin’