Word 2016: Mail Merge in Depth

Introduction

• Welcome
• What you need for this course
• Using the exercise files

1. Creating Personalized Letters

• Understanding Mail Merge
• Creating a simple letter for Mail Merge
• Choosing a data source
• Using Mail Merge with Outlook contacts
• Creating a new data source for Mail Merge
• Using Mail Merge with an Access table or query
• Using Mail Merge with an Excel table
• Matching fields from the data source
• Inserting address blocks, greeting lines, and merge fields
• Simulating the merge
• Completing the merge
• Troubleshooting mail merge
• Formatting numeric Labels in Excel
• Fixing numeric and date formats in Word

2. Using Email Merge

• What email merge can do for you
• Creating personalized email messages
• Attaching a Word document to an email message

3. Creating Envelopes, Labels, and Directories

• Creating envelopes
• Creating labels
• Adding an image to each label
• Creating identical labels
• Creating a directory

4. Using Rules and Other Advanced Features

• Prompting for global input with FILLIN
• Prompting for individual input with FILLIN
• Prompting for repeating input with ASK
• Using IF-THEN-ELSE for intelligent merging

Conclusion

• Next steps