Do you need to send communications to multiple recipients while maintaining a personal touch? The Word training course—Effective and Personalized Mail Merge—will teach you how to master mail merge to quickly produce targeted, professional, and impactful documents.

With this training, you’ll learn how to save a considerable amount of time by automating the creation of letters, emails, envelopes, and labels, while tailoring the content to each recipient.

Prerequisites	Word – Creating a simple document
Objectives	Use Mail merge to create multiple documents in a single action
Teaching method	Presentations - Demos – Guided and individual exercises
Contents	Chapter 1 - Explore basic concepts of Mail merge Identify the specific items of the primary document and the data source The features of the Mailings ribbon Use the Mail Merge Wizard
	Chapter 2 - Manage a data source Create the data source Edit the data source Find a record Add a new record Delete a record
	Chapter 3 - Prepare the primary document and execute Mail merge Create the primary document Link the primary document to a data source Edit the primary document Merge the data with the primary document Apply filters to limit the list of recipients Insert fields in the primary document Insert rules to customize the merge result
	Chapter 4 - Create envelopes, labels, and lists Create mailing envelopes Create mailing labels Create lists (directory) Create merged e-mail messages
	Chapter 5 - Create templates Use existing templates Create custom templates Manipulate document templates
	Chapter 6 - Use group work tools Use Track changes Review the edited document Show changes with the Reviewing Pane Create and manipulate comments Compare documents Protect the document for comments and changes

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Francis Ferland-Stevenson

Trainer

Francis began as a trainer more than 5 years ago by testing office automation tools designed specifically to met the needs of his colleagues. His calm and his empathy makes him able to adapt his language according to the level of experience of the group. This makes his learnings clear and accessible to anyone. As a trainer, he is therefore attentive to the needs of his students to make sure they meet their objectives and face the challenges.

Marc Maisonneuve

Training program director

Marc Maisonneuve has acted as a Training Program Director, professional effectiveness trainer and user tools practice leader at AFI for several years. Mr. Maisonneuve is known for his analytical skills, his legendary calm and his undeniable desire to encourage people to develop their skills. He has the ability to present technological solutions in a natural way and to adapt them to the concrete needs of the workplace.

Pierre-Edouard Brondel

Trainer

Renowned as an educational expert in the IT and office technology field who has accumulated more than 25 years of experience, Pierre-Édouard is first and foremost passionate about human capital.

Human

Digital Tools

Technology

Data Science

Organizational Strategy

Project Management

Change region

Word - Effective and personalized mailings

Upcoming sessions

Course outline

Surround yourself with the best