When you think of mail merge do you think Holiday Card labels? Most people do, but when used with some thought and a table or spreadsheet, mail merge can take your productivity game to another level. With mail merge you can:
- Use one template which can be replicated limitlessly and can be produced very quickly. For example, using an invoice template you can generate new invoices for each of your clients
- Templates can be customized using specific criteria. For example, you can send out an email to your client giving them different discounts codes based on specific criteria such as a subscription or membership level
- One data source which can be reused and updated with ease -- All your data can be saved in one Word document, excel spreadsheet or Access database
- Less time spent proofing since only one document needs to be proofed – If a change needs to be made or an error is found, the revisions can be made in one document instead of individual documents
What Will Be Learned:
This learning segment will show you how to use several advance functions of mail merge. Use of these functions will allow you to create and customize emails, newsletters, invoices, and of course labels. This session will give you food for thought for creating your own template arsenal and corresponding databases/tables
Who It This Segment For?:
This segment is ideal for anyone seeking to automate the production of mass documentation, reports, emails, forms and of course labels.
Learners should have an intermediate knowledge of Word 2007/2010/2013 and a basic knowledge of Excel 2007/2010/2013. Word 2010 will be used during the learning session the learning portal.
About Our Learning Portal:
In our learning portal allow learns the ability to view the instructor's screen, take control, text chat with other learners, share documents and ask questions using chat or their computer mic. A video of the sharing segment will available for all participants 90 days after a session has taken place. Upon payment, learners will receive a link to the portal for the learning session.