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LinkedIn Learning

Word 2013: Mail Merge in Depth

via LinkedIn Learning

Overview

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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