Duration: 2 hours

This course looks at how you can create a list of contacts with emails and then build a document to email out to everyone.  This ensures that everyone gets a personal email but no one else sees the recipients.

By the end of the course you will be able to be:

  • Create source data to use in a merge
  • Create a document to email out
  • Attach source data contacts
  • Filter recipients
  • Send out emails to all

  • Creating your source data in Excel

  • Starting a mail merge document
  • Attaching your source contact data
  • Building the document

  • Previewing the results
  • Running a test to a document
  • Setting up any filters
  • Sending your document to emails
Back to all courses