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
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Introduction
- Create custom documents quickly with mail merge
- 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
- 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
- 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
- Create envelopes
- Create labels
- Add an image to each label
- Create a directory
- 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
- Next steps
