Last time we spoke about creating your contact list in Excel when performing a mail merge. Of course, you can also use your Outlook contacts, and if you are running any sort of CRM software it is pretty likely it exports its own spreadsheet that can be used in a mail merge. Let's go over how to perform a mail merge now that you have your list.
Let's say you wanted to send off a letter to a few hundred recipients, but you wanted it to be customized with their name and company name. As long as that information is in your list (either the document we made in the previous article or your exported list or Outlook contacts) it can be pulled into the letter.
You can use Mail Merges to create labels, envelopes, custom letters, invitations, coupons, or anything that needs to pull variables from a list.Need help performing other advanced tasks in your productivity software? Give CR-T a call at 801.222.0930 and let us know what you are trying to accomplish and we can help you work out an effective solution that saves you time and money to get things done faster!
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