Mail merge like a boss

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Let’s learn how to mail merge Like A Pro

description

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

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Let’s learn how to mail merge Like A Pro

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Why Mail Merge?

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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…

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What is mail merge?

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Simple Steps

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

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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

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3. Merge ‘Em

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3. Merge ‘Em

Pick what you want.

If it’s labels, pick the size

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3. Merge ‘Em

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3. Merge ‘Em

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FILL IN THE SPACES

Dear ______,

I’m mergin’ like a Boss

Thanks,Kevin

3. Merge ‘Em

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3. Merge ‘Em

Open it in a new document

Just print it!

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Let’s do it now.

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

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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…

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Mergin’