TechCamp Online: Mail Merge with Word & Excel 2007 (Windows) October 27, 2011

A tutorial on how to do a "mail merge" — merge data onto letters, membership lists, and labels using Word/Excel 2007 for PC users:

• Preparing an Excel sheet for mail merge
• Creating a document with merged data in Word
• Reusing your merge document
• Merging data for labels
• Call List example

Jump to 6 minutes, 22 seconds in the recording to skip the intro.

The sample documents used to conduct this training will be available to download after the webinar.

We will also attach the Mail Merge Cheat Sheet with step-by-step instructions about how to do everything we did during the webinar (Word 2007 format).

At the end of the webinar, Kelly at the Labor/Community Strategy Center asked how to do a mail merge so that people in the same household get only one letter. That could be a topic of at least another half a webinar, but one answer is that you should be able to do this using your database, especially if you're using PowerBase.

If you can't, some fancy maneuvering is necessary, including sorting by address (remember, you need perfectly clean data for this to work). If folks are interested in knowing how to do this, let us know in the comments and we can try to address it in a full webinar.