Mail merge like a boss
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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/
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Mail merge like a boss
- 1. Let’s learn how to mail merge Like A Pro
- 3. 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…
- 4. What is mail merge?
- 5. Simple Steps 1. Set up Excel 2. Set up Word 3. Merge ‘em
- 6. 1. Set Up Excel Student Marianna Hangy Mariana Andrea Tamera Maureen Zuri Abigal Nickolas Robyn Javier Mentor Jess Michael Hannah Michael Brian Laura Kathyjean Dan Josh Amy Kate E-mail Jess@example.com Michael@example.com Hannah@example.com Michael@example.com Brian@example.com Laura@example.com Kathyjean@example.com Dan@example.com Josh@example.com Amy@example.com Kate@example.com
- 7. 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
- 8. 3. Merge ‘Em
- 9. 3. Merge ‘Em Pick what you want. If it’s labels, pick the size
- 10. 3. Merge ‘Em
- 12. 3. Merge ‘Em
- 13. 3. Merge ‘Em FILL IN THE SPACES Dear ______, I’m mergin’ like a Boss Thanks, Kevin
- 14. 3. Merge ‘Em Open it in a new document Just print it!
- 15. Let’s do it now. 1. Set up Excel 2. Set up Word 3. Merge ‘em
- 16. 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…
- 17. Mergin’
Hinweis der Redaktion
- Why mail merge, It’s a really good tool that helps you make professional documents by “pasting” en masse text into form letters. It’s a little like photoshop (see ridiculous Obama picture) for words. And it can help you do your work “Like a boss”
- Mail merge connects lists in excel with a document in word to create multiple documents. It takes the columns in excel and fills them into the blanks in a word document. The result is multiple documents personalized for the each reader.
- There’s three basic steps to mail merge:1. Set up your excel spreadsheet with the names or objects you want to use to fill the document. 2. Set up the word document (eg: type your form letter) with blank spaces for where excel will fill in the gaps.3. Merge the documents together
- Here’s an example for step 1
- Example for step 2
- This is how you do step three. Click “tools” and open the “mail merge manager.”
- A box will pop up. Pick the type of document you want to create. If it’s labels, a new box will ask you what size labels you want.
- The next thing to do is to open the data source. Click “Get List” and open “Open Data Source.” Find your document.
- Loading the document can take your computer a LONG time! Be patient. You’re almost done.
- Once it’s done loading, pick the excel page you want. Click okay.
- Then, just slide the parts over!
- Final step: Open it into a new document or print it!
- And that’s it. Set up excel. Set up word. Merge ‘em together. Like a boss.
- Objective met!
- Now you’re mergin’ like a boss!