Mail Merge & Batch Correspondence Bootcamp

$74.00

* Description: This bootcamp teaches mail merge and batch correspondence from a standing start to reliable, professional output. You will prepare clean source data, test on small batches, and design letter templates that survive variable lengths. Label and envelope layouts are provided with spacing rules that pass postal scanners and look polished. You’ll learn to […]

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Description

* Description: This bootcamp teaches mail merge and batch correspondence from a standing start to reliable, professional output. You will prepare clean source data, test on small batches, and design letter templates that survive variable lengths. Label and envelope layouts are provided with spacing rules that pass postal scanners and look polished. You’ll learn to insert conditional text, salutation variants, and language toggles without duplicate templates. A tracking sheet records batches, test runs, and exceptions so you can audit any mailing later. You will generate certificates, notices, and statements in bulk with confidence and minimal rework. A print/export module covers merging directly to PDF to avoid paper entirely. Common pitfalls like encoding errors and misaligned fields are diagnosed with quick fixes. We include a troubleshooting flowchart so you can self-diagnose issues in minutes. The bootcamp ends with a speed drill that proves you can go from spreadsheet to finalized letters in one session. The emphasis is repeatability and error-proofing, not just getting through once.

* Format: Video bootcamp, merge-ready templates, tracking sheets, and troubleshooting guide.
* Duration: 2 hours of training + 45-minute production lab.
* What You’ll Learn: Data prep, conditional text, layout tolerances, PDF merges, and exception tracking.
* Target Audience: Secretarial teams producing letters, labels, certificates, and standardized notices.