Print Mail Merge: Give Yourself An Award
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Worksheet Marketing |
Directions: Watch the video above and follow the steps below. It will teach you how to mail merge award certificates. After you figure out how to create a mail merge, then we can talk about how this can be applied to marketing.
Step 1: Download the two documents below.
| certificate_of_participation.dotx |
| simple_mail_merge_template.xlsx |
Step 2: Open the "Certificate Of Participation" award document. Take a look at it and leave it open in the background. It looks like this:
Step 3: Open the "Simple Mail Merge Template" document, and then fill in names in columns A and B. When you add names, be sure to keep the columns, "First", "Last" and "Award Title".
Step 4: Fill in Column C and make up an award title. Funny is fine but keep it appropriate please.
Step 5: Create A New Column titled, "Caption" and fil in the caption.
Step 6: Save and rename your file. Be sure to save it in a place that you could easily find it. I would suggest saving it to desktop. Here is what my file looks like after I saved and renamed it.
| mail_merge_1.xlsx |
Step 7: Now it is time to work on the "Certificate Of Participation" award document. Click on the mailings tab.
Step 8: Click on "select recipients" and then "use an existing list".
Step 9: When prompted, choose the excel document that you just saved.
Step 10: Watch this less that 2 minute video to finish.