Automating Your Direct Mail Campaign.

How to have your Direct Mail not end up in the trash, but read!
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  • Lectures 12
  • Length 1.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 1/2015 English

Course Description

Learn the basic concepts and functions of Microsoft Word’s mail merge feature that you will need to super charge your direct mail campaigns with efficiency and creativity that gets your direct mail opened.

Build a strong foundation in Word’ mail merge feature with this tutorial for beginners.

  • Learn the correct format to save your Excel spreadsheet for importing into Word for mail merge.
  • Create a Letter that gets noticed.
  • Learn how to merge two columns in Excel to save time during the mail merge process.
  • Create envelopes that look like you hand addressed each one.
  • Add creativity to your envelopes using photos, clip art, shapes and WordArt which come standard in MS Word.
  • Learn how to quickly create 1000's of direct mail pieces.
  • A Resource Guide that includes links to Free low cost Clip Art and Photo sites.

A Powerful Skill at Your Fingertips!

Learning the fundamentals and some advanced features of mail merge puts a powerful and very useful tool at your fingertips and in your marketing arsenal. MS Word (i.e. Microsoft Office) is widely used, easy to learn, has excellent documentation, and is the foundation of any successful business.

Learning to use MS Word and its mail merge feature in today’s job market and/or for your small business is essential. Being able to learn mail merge gives you a strong background to more easily pick up other features that MS Word has to offer.

Content and Overview:

Suitable for beginning Word users, through this course of 10 lectures and a little over 1 hour of content, you’ll learn all of the mail merge fundamentals and a few advanced techniques to be able to ROCK your marketing effort! You will also establish a strong understanding of the concepts behind mail merge. Each section closes with exercises, putting your new learned skills into practical use immediately. And a quiz after each section also reinforces the key concepts which increase retention.

Starting with your client list and/or spreadsheet setup, this course will take you through sales letter setup, the envelope selection and creation process, to adding creativity to your envelope using already installed features in MS Word. You’ll establish a strong understanding of not only the mail merge feature but of how to market creatively to your prospects that will get your marketing noticed.

This course is about working smarter not harder. This course was created by a small business owner for small business owners whom are tired of working IN their businesses and want to work ON their businesses. I break down each step, screen shot by screen shot so you can follow along very easily, which increase retention.

Students completing the course will have the knowledge to put their direct mail campaign on automatic pilot. And for those who don’t currently have a direct mail campaign established, will give them the steps to take action now!

You’ll be able to work alongside the author as you work through each concept, and will gain a skill that will benefit you and your business.

What this course is not:

I do not cover items that are freely published by Udemy as these are available for free from Udemy. I present you with real evidence of what works to get views which turn into sales which turn into repeat sales.

I will not "look at your mailing" and "tell you what's wrong". I don't know your niche or your knowledge - and it would be reckless of me to advise you. You must have something (anything!) you can mail and say to your target market.

I won't teach you anything that in any way breaks Udemy's terms, rules, conditions etc, whether they are written or implied - I value my Udemy earnings too much!

This course is not backed or produced by Udemy - it's all my own work ... but the excellent Udemy staff are there to help you, too, of course!

But, if you want my personal "insider" information - you need to get this course now ... right this minute.

Click the "take this course" button, top right, now ... every hour you delay is costing you money ...

Pat Gage

What are the requirements?

  • You will need a current mailing or prospect list.
  • You will need to know the basics of MS Excel.
  • You will need to know the basics of MS Word.

What am I going to get from this course?

  • 11 lectures and over 65 minutes of content!
  • Save an MS Excel spreadsheet in a format that makes mail merge possible.
  • Be able to merge to columns together to make envelope addressing easier.
  • Use MS Word Mail Merge feature to excel your marketing ability
  • Be able to automatically address several letters and envelopes at a time.
  • Automate their direct mail campaigns.
  • Add customized Pictures, Shapes, Word Art and Text boxes to your envelopes.

Who is the target audience?

  • Anyone interested in learning how to use MS Word’s Mail Merge Feature to create compelling direct mail.
  • Entrepreneurs
  • Small Business Owners
  • Marketers
  • Businesses who want to grow their business through effective direct mail marketing.
  • Those that want to work ON their Business not IN their business.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: A Brief Overview On Things You Will Learn and Need For This Course.

This is a short introduction to the course.

Section 2: We All Have To Start Somewhere.

Initial Spreadsheet Setup. After Competing This Lecture You Will Have The Microsoft Excel Spreadsheet Ready To Be Merged With The Word document. I will show you the correct format to save your spreadsheet so that it can be imported into Word.

3 questions

This is a brief quiz for Section One on how well you absorbed the information in this section of the course.

Section 3: How To Make Your Letter Stand Out

I show you how to link individual columns in your spreadsheet to your letter, how to import a template letter, import a saved letter from your computer, and create address blocks and greeting lines.

5 questions

This quiz covers what you needed to learn in Section 2.

Section 4: I Have My Letter The Way I Want, Now What?

I show you how to preview you letter, change information in your greeting and address
lines, preview all letters, and complete the mail merge process. Furthermore I will show you how to print and save your merged letters.

3 questions

These are key concepts that you need to absorb to be able to master this process.

Section 5: How To Edit Your Spreadsheet of Contacts For Envelope Creation.

I show you how to clean up your spreadsheet and only have the required column headings. I then show you how to merge two columns so that your envelope address block imports correctly.

2 questions

There are just two important things in this section to remember.

Section 6: I Have My Envelope The Way I Want It, Now What Do I Do?

I will show you how to select the correct envelope size, suggest font style and color to use for best results, and completing of the mail merge process. I also show you how to preview, print and save your merged envelopes.

Let Us See What You Learned About Envelope Mail Merge
5 questions
Section 7: Bonus Section: How To Make Your Envelope Stand Out

I will show you how to import a photo from your desktop and place on your envelope. I further show you how to resize, move and preview that photo on all the envelopes before printing and saving.


I will show you how to import clip art from MS Word to use on your envelope. I further show you how to resize, move and preview the clip are on all the envelopes before printing and saving.


I will show you how to import shapes from MS Word to use on your envelope. I further show you how to resize, move and preview the clip are on all the envelopes before printing and saving.


I will show you how to import Word Art from MS Word to use on your envelope design. I further show you how to resize, move and preview the clip are on all the envelopes before printing and saving.


I will show you how to import a customized text box to use on your envelope. I further show you how to resize, move and add shadow and 3D effects to a text box and then preview all the envelopes before printing and saving.

6 questions

This quiz will touch on the major points you need to grasp in order to master the mail merge process.

Section 8: Your Done, Now What?

This is where we tie it all together for you.

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Instructor Biography

Pat Gage, Entrepreneur, Online Marketer, Author, and Speaker

I have has over 20 years experience in finance, business building, real estate investing and online marketing. I am not only a sought-after business coach, an author but also a national speaker, trainer, and life-long entrepreneur who has started several companies. I hold a MSA from Central Michigan University and currently reside as President and Chief Executive of a diversified investment and consulting firm. I started my speaking and instruction career in 1998 when I was tasked to develop, design and deliver training instruction for such clients as Ford Motor Company, General Motors, Lear Seating Systems and Chrysler Corporation. That same attention to detail in creating easy to understand, exciting and informative course materials and presentations has lead me to be involved in joint ventures with the nations’ leading experts in their fields such as Ron LeGrand, Alan Cowgill, Mark Maupin, Justin Lee, Alan Brymer, Todd Morgan, Connie Myers Ziegler, Robert Massey, The Learning Annex, Financial Freedom Network (FFN) Global Publishing, and Alex Gurevich to name a few.

I have also had the honor of being guest speaker for the Entrepreneurial Institute & Resource Center at Wayne County Community College District in Detroit. I have also spoken at local and national Real Estate Industy Associations (REIA)s </p>

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