mail merge like a boss
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
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 [email protected] Michael [email protected] Hannah [email protected] Michael [email protected] Brian [email protected] Laura [email protected] Kathyjean [email protected] Dan [email protected] Josh [email protected] Amy [email protected] Kate [email protected]
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’