Creating mailings in Word 365

Word Microsoft 365 (2021)    |    Intermediate
  • 10 videos | 41m 21s
  • Includes Assessment
  • Certification CPE
Rating 4.5 of 39 users Rating 4.5 of 39 users (39)
This course explores several Word 365 features to create mailings. Learn how to create envelopes and labels, and also create and edit a mailing list. You will also discover how to import and edit a mailing list. Next, this course will focus on refining a mailing list, which allows you to keep your contact list up to date. Similarly, learn how to create envelopes and labels with Mail Merge. Lastly, you will learn how to create and configure your Mail Merge document to increase the efficiency of sending mail. In order to practice, you will find the video samples in the Resources section.

WHAT YOU WILL LEARN

  • Discover the key concepts covered in this creating mailings in word 365 course
    Create an envelope
    Create a label
    Create and edit a mailing list
    Import a mailing list to a document
  • Refine a mailing list
    Create envelopes with mail merge
    Create labels with mail merge
    Create, print and email a mailing merge document
    Configure a mail merge document

IN THIS COURSE

  • 48s
    This video outlines the key concepts covered in Creating mailings in Word 365 including creating envelopes, refining a mailing list, and creating a mail merge document. FREE ACCESS
  • 4m 57s
    Word is not just for creating text documents. You can also use it to create your own envelopes. The envelope creation tool allows you to define the delivery and return address, and even apply font and text styles to the addresses. This video aligns with MOS MO-101 / Word Expert Certification exam objective: 4.3.4. Create merged documents, labels, and envelopes. FREE ACCESS
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    3.  Creating labels
    3m 52s
    Word can also be used to create address labels. You can modify the margins, pitches and dimensions of your label sheet to create a custom label. This video aligns with MOS MO-101 / Word Expert Certification exam objective: 4.3.4. Create merged documents, labels, and envelopes. FREE ACCESS
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    4.  Creating and editing a mailing list
    4m 54s
    Before you create a mail merge document, you’ll need to create a list of addresses and contact details from which to pull data from. Word allows you to create your own data list from scratch and save it for later reuse. Once you have created your contact list in Word, it is important to keep it up to date. You can do this by simply editing the data that you have already inserted. This video aligns with MOS MO-101 / Word Expert Certification exam objectives: 4.3.1. Manage recipient lists. FREE ACCESS
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    5.  Importing and editing a mailing list
    5m 10s
    If you have created a mailing list in a separate document - such as an Excel spreadsheet (*.csv) or Access (*.mdb), you can import it directly into Word and use it in a mail merge. You can also import a contact list from Outlook. This video aligns with MOS MO-101 / Word Expert Certification exam objectives: 4.3.1. Manage recipient lists. FREE ACCESS
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    6.  Refining a mailing list
    4m 6s
    Once you have created your contact list in Word, it is important to keep it up to date and organised. You can sort, filter and even search your data entries. This video aligns with MOS MO-101 / Word Expert Certification exam objectives: 4.3.1. Manage recipient lists. FREE ACCESS
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    7.  Creating envelopes with Mail Merge
    4m 48s
    Word has tools to create envelopes for a Mail Merge. You can insert the recipients' informtaion as well as preview the envelopes before finishing the Mail Merge. This video aligns with MOS MO-101 / Word Expert Certification exam objectives: 4.3.2. Insert merged fields, 4.3.3. Preview merge results, and 4.3.4. Create merged documents, labels, and envelopes. FREE ACCESS
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    8.  Creating labels with Mail Merge
    4m 13s
    If you have created envelopes for a Mail Merge, you may also want to create labels. Word provides tools to create and customize labels with a Mail Merge. This video aligns with MOS MO-101 / Word Expert Certification exam objectives: 4.3.2. Insert merged fields, 4.3.3. Preview merge results, and 4.3.4. Create merged documents, labels, and envelopes. FREE ACCESS
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    9.  Creating a Mail Merge document
    4m 50s
    The mail merge function in Word allows you to take data from your mailing list and incorporate it into your document. This combination of the main document and mailing list is the mail merge document. In addition, if you are printing or e-mailing your document, you can use a mailing list to send it to all or a selection of your contacts, rather than manually inserting each one individually. This video aligns with MOS MO-101 / Word Expert Certification exam objectives: 4.3.2. Insert merged fields, 4.3.3. Preview merge results, and 4.3.4. Create merged documents, labels, and envelopes. FREE ACCESS
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    10.  Configuring your Mail Merge
    3m 44s
    The information taken from your associated mailing list can be used and interpreted in different ways in Word. You can create a simple rule that changes the salutation in a letter depending on the contact's company. FREE ACCESS

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