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Learn Word Mail Merge (Part 2: Take Your Mail Merge to the Next Level)

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Merging mail isn’t always a straightforward or smooth process. But oftentimes this is due to a lack of knowledge of advanced mail merge features, or the proper setup of source files to merge information from. Make your next mail merge a lot easier – join us for the second part of this two-part AdminTech Crash Course!

During this session we’ll cover:

  • Mail merge details when using an Excel spreadsheet.
  • How to format Excel fields to avoid mail merge number problems with dates and zip codes.
  • How to use the match fields feature.
  • The basics of using the rules feature to create conditions to control what appears in a letter during a merge.
  • How to create an Outlook mail merge.

Join us for one or both of these sessions and discover how to merge mail with ease!

About Julie Perrine: Julie Perrine is an executive assistant turned founder of All Things Admin. She is an enthusiastic trainer, author, Certified Myers-Briggs Type Indicator Administrator, and perpetual planner. As an advocate of the administrative profession, Julie encourages admins to be prepared, hone their skills, and always keep their minds open to new career opportunities.

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Published:

November 20, 2024

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