In this video, learn how Word mail merge combines a primary document created in Word and a data source. Three different types of sources are available: choosing from an Outlook Contact folder, using an existing list, or typing a new list. You can choose data from a wide range of existing lists including from Excel, Access, other databases, and text files such as CSV files.
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Author
Gini von Courter
Released
5/13/2019
Discover how to use the popular mail merge feature to quickly build customized emails, labels, letters, and other documents. In this course, Gini von Courter shows you everything you need to know to use Mail Merge with ease. Gini begins by demonstrating how to set up your data file, either by creating one from scratch or by connecting to files in Excel, Outlook, and Access. Then, she shows how to build your template, including how to use the If…Then…Else function. She also covers setting rules for advanced mail merges and troubleshooting problems.
Note: This course was recorded in Office 365, but users of Office 2019, Office 2016, and some earlier versions will find plenty of relevant content.
Topics include:
- Choosing or creating a 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
- Previewing merge results
- Sending merged email
- Creating labels with images
- Using rules for customized merges
Skill Level Intermediate
1h 40m
Duration
17,146
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Introduction
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1. Set Up Documents and Data Sources
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Word mail merge: The basics2m 22s
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Choose a data source3m 24s
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Merge with Excel data2m 35s
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2. Insert Fields and Merge
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Simulate the merge2m 47s
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Complete the merge4m 4s
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Troubleshoot mail merge5m 23s
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Apply date formats in Word1m 23s
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3. Email Merge
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Finish the email merge2m 34s
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4. Create Envelopes, Labels, and Directories
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Create envelopes4m 15s
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Create labels3m 1s
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Add an image to each label1m 35s
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Create a directory5m 49s
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5. Use Rules and Other Advanced Features
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Conclusion
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Next steps1m 47s
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Video: Choose a data source