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Course overview
At the end of the module you will be able to:
Use the mail merge wizard to select an existing Word table or Excel
data file and mail merge to a letter
Use the mail merge wizard to merge with an existing Outlook contacts
list and mail merge to an email
Use the mail merge wizard to create a data file in a data form
Understand how to sort and select data records and print preview
the final results of the merge
Choose from label options, insert mail merge fields and select
recipients to merge to labels
Who should attend
Delegates should feel confident in the topics covered in the Microsoft
Word Getting Started module.
Course contents
Understanding mail merge
What is mail merge?
Using the mail merge wizard
The mail merge steps
Creating mail merge letters using an existing
data file
Creating a data list in Excel and a data table in Word
Selecting the document type, e.g. letters
Selecting recipients from the existing list
Writing the letter and inserting mail merge fields
Previewing and printing the letters
Creating mail merge emails using Outlook contacts
Creating contacts in Outlook
Selecting the document type, e.g. emails
Selecting recipients from the existing contacts
Writing the email and inserting mail merge fields
Creating a new data file using the mail merge data form
Adding data to the mail merge data form
Inserting, deleting, sorting and selecting data
Creating mail merge labels
Setting label options
Selecting recipients
Inserting mail merge fields
Previewing and printing the labels
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