Word - Effective and personalized mailings

Microsoft Partner

Upcoming sessions

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  • Duration: 1 day
  • Regular price: $360
  • Preferential price: $306

Course outline

Duration : 1 day

© AFI Expertise inc.

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

Surround yourself with the best

Khalil Ben Fadhel
Khalil Ben Fadhel
Trainer, Data Science - AI
Khalil is an artificial intelligence expert working at Leap Conseil. Thanks to its extensive expertise in the managing and conducting artificial intelligence projects, Khalil has co-worked with several public and private sector organizations to carry out innovative projects.
Fazil Chouakri
Fazil Chouakri
VP Technology, Coach and Trainer
Fazil is a coach and trainer with solid experience in the field, which allows him to combine the practical and the theoretical to meet his students’ needs.
Philippe Paradis
Philippe Paradis
Certified Trainer and IT Consultant
Obsessed with the quality of services he provides and the solutions he develops, Philippe always makes sure he delivers more than what people expect, all while ensuring a pleasant learning experience.
Michel Laporte
Michel Laporte
Trainer and IT consultant
Michel possesses the ability to translate needs into IT solutions. His mission is to help his clients surf the ceaselessly accelerating technology wave.
Be aware of trends, innovations and best practices, every month.
Confidentiality
Training center accredited by Emploi-Québec, Accreditation : 0051460
GST : 141582528 – QST : 1019557738
© 2022 AFI
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