Word: Mail Merge in Depth
1h 5mIntermediate2024-10-28
Authors
Jess Stratton
LinkedIn Learning Staff Author, Tech Consultant
Course details
Discover how to use the popular mail merge feature to quickly build customized emails, labels, letters, and other documents. In this course, Jess Stratton shows you everything you need to know to use Mail Merge effectively with ease. Jess starts by demonstrating how to set up your data file, either by creating one from scratch or by connecting to files in Excel, Outlook, and Access. Then, she shows how to build your template, including how to use the If…Then…Else function. Along the way, you’ll also learn how to perform advanced mail merges and troubleshoot common problems.
Note: This course was recorded in Microsoft 365, but users of standalone versions of Office, such as Office 2019 or later, will find plenty of relevant content.
Learning objectives
Describe the process of using Mail Merge with Outlook contacts.
Demonstrate how to connect to merging data from an Excel spreadsheet.
Identify where to insert address blocks, greetings, and other fields in a mail merge.
Explain the importance of previewing merge results before sending communications.
Cite the two most common rules for customized merges in Word.
Note: This course was recorded in Microsoft 365, but users of standalone versions of Office, such as Office 2019 or later, will find plenty of relevant content.
Learning objectives
Describe the process of using Mail Merge with Outlook contacts.
Demonstrate how to connect to merging data from an Excel spreadsheet.
Identify where to insert address blocks, greetings, and other fields in a mail merge.
Explain the importance of previewing merge results before sending communications.
Cite the two most common rules for customized merges in Word.
Skills covered
Word ProcessingMicrosoft WordEmailBusiness Software and ToolsMicrosoftDeep Dive (X:Y)
Concepts
0. Introduction
- 01 - Create custom documents quickly with Mail Merge
1. Set Up Documents and Data Sources
- 02 - Start a simple mail merge document
- 03 - Choose a data source
- 04 - Use mail merge with Outlook contacts
- 05 - Create a new data source for mail merge
- 06 - Merge with an Access table or query
- 07 - Merge with Excel data
2. Insert Fields and Merge
- 08 - Insert address blocks, greeting lines, and merge fields
- 09 - Preview the merge
- 10 - Complete the merge
- 11 - Troubleshoot mail merge
- 12 - Apply numeric and date formats in Word
3. Email Merge
- 13 - Create personalized email messages
- 14 - Go offline to merge email messages
4. Create Envelopes, Labels, and Directories
- 15 - Create envelopes
- 16 - Create labels
- 17 - Create a directory
5. Use Rules and Other Advanced Features
- 18 - Prompt for input with FILLIN
- 19 - Use an IF-THEN-ELSE rule for intelligent merging
Conclusion
- 20 - Where to learn more about Word