- Choosing a data source
- Creating a new data source
- Using Mail Merge with Outlook contacts
- Mail merging data from an Excel spreadsheet
- Inserting address blocks, greetings, and other fields
- Matching fields from a data source
- Formatting numeric data and dates
- Creating personalized email messages
- Attaching Word documents to merged emails
- Creating envelopes, labels, and directories
- Using rules for customized merges: FILLIN, ASK, and IF…THEN…ELSE
Skill Level Intermediate
- [Voiceover] Welcome to Mail Merge in Depth for Word 2016. I'm Gini Courter. In this course, I'll show you how to use the word Mail Merge feature to quickly and easily create personalized letters, envelopes, labels, and email messages. I'll demonstrate how you can connect Word to data that you already have stored in Outlook, Access, or Excel, and use fields from these data sources and others in your letters or email messages.
You'll see how to use rules fields in your primary merge file, so that you can use one file to do the heavy lifting of many. And I'll show you how to troubleshoot some of the common issues that arise with Mail Merge, so that you can tweak a file or a few settings and complete your merge project. Whether you're new to Mail Merge, or have already created many merged documents, this course will take you on an even deeper dive into the power of Microsoft Word 2016.
Thank you for joining me. Let's get started.