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LinkedIn Learning

Word 2013: Mail Merge in Depth

via LinkedIn Learning

Overview

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Create personalized letters, envelopes, labels, and even email messages that address recipients by name, with the Mail Merge feature in Word 2013 and these expert-led training videos.

Syllabus

Introduction
  • Welcome
  • Understanding Mail Merge
  • Using the exercise files
1. Creating Personalized Letters
  • Creating a simple letter for Mail Merge
  • Choosing or creating a data source
  • Opening an existing file
  • Using Mail Merge with Outlook contacts
  • Creating a new data source for Mail Merge
  • Using Mail Merge with Access data
  • Using Mail Merge with Excel
  • Matching fields from the data source
  • Inserting address blocks, greeting lines, and merge fields
  • Previewing results and error checking
  • Completing the merge
  • Troubleshooting common errors
  • Retaining numeric formatting from the data source
2. Using Email Merge
  • What email merge can do for you
  • Creating personalized email messages
  • Strategies for sending merged email
  • Attaching a Word document to an email message
  • Installing Merge Tools
  • Attaching files to an email message
3. Creating Envelopes, Labels, and Directories
  • Creating envelopes
  • Creating labels
  • Adding an image to each label
  • Creating a page of identical labels
  • Creating a directory
4. Using Rules and Other Advanced Features
  • Prompting for global input with FILLIN
  • Prompting for repeating input with ASK
  • Prompting for individual input with FILLIN
  • Using IF...THEN...ELSE for intelligent merging
  • Merging to individual files
Conclusion
  • Next steps

Taught by

Gini von Courter

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