Word 2013: Mail Merge in Depth

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.

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