Word email merge

Learn how to create a mail merge in Word to allow you to send personalized emails to groups of people.

Course overview

Duration: 2 hours

This course looks at how you can create a list of contacts with emails and then build a document to email out to everyone.  This ensures that everyone gets a personal email but no one else sees the recipients.

Objectives 

By the end of the course you will be able to:

  • Create source data to use in a merge
  • Create a document to email out
  • Attach source data contacts
  • Filter recipients
  • Send out emails to all

Content

Creating  source contact data
  • Creating your source data in Excel
Creating a Word mail merge document
  • Starting a mail merge document
  • Attaching your source contact data
  • Building the document
Emailing your document 
  • Previewing the results
  • Running a test to a document
  • Setting up any filters
  • Sending your document to emails

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