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LinkedIn Learning

Word: Mail Merge in Depth

via LinkedIn Learning

Overview

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Learn how to create custom emails, labels, and other documents using the popular Mail Merge feature in Microsoft Word.

Syllabus

Introduction
  • Create custom documents quickly with mail merge
1. Set Up Documents and Data Sources
  • Word mail merge: The basics
  • Start a simple mail merge document
  • Choose a data source
  • Use mail merge with Outlook contacts
  • Create a new data source for mail merge
  • Merge with an Access table or query
  • Merge with Excel data
2. Insert Fields and Merge
  • Match fields from the data source
  • Insert address blocks, greeting lines, and merge fields
  • Simulate the merge
  • Complete the merge
  • Open a mail merge primary document
  • Troubleshoot mail merge
  • Fix numeric formatting in the data source
  • Apply numeric formats in Word
  • Apply date formats in Word
3. Email Merge
  • What email merge can do for you
  • Create personalized email messages
  • Go offline to merge email messages
  • Finish the email merge
  • Attach a Word document to an email message
4. Create Envelopes, Labels, and Directories
  • Create envelopes
  • Create labels
  • Add an image to each label
  • Create a directory
5. Use Rules and Other Advanced Features
  • Prompt for global input with FILLIN
  • Prompt for individual input with FILLIN
  • Prompt for repeating input with ASK
  • Use an If-Then-Else rule for intelligent merging
Conclusion
  • Next steps

Taught by

Gini von Courter

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