Become the Mail Merge Expert! Microsoft Word

Who is this course for?

This specialist course is for you if you need to send out personalised standard letters or forms, or need to create multiple labels

What are the benefits

At the end of this Master Class you will be able to create a Mail Merge to create form letters, a catalogue or directory, mailing labels and merged email messages. You will be able to merge datasets from Microsoft Excel into Microsoft Word mailing templates.

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Course Duration

2 Hours

Course Content

The Mail Merge Environment

  • The Mailings Ribbon
  • Understanding Mail Merge terminology

Setting Up the Merge

  • Utilizing the Mail Merge Wizard
  • Creating the starting document
  • Generating the recipient list

Mail Merging

  • Selecting the starting document
  • Choosing the Recipient List
  • Working with inbuilt merge Fields
  • Reviewing merge letters prior to printing
  • Completing the merge
  • Previewing and printing the Form letters
  • Editing merged documents

The Recipient List

  • Creating the recipient list in Microsoft Word
  • Building the recipient list in Microsoft Excel
  • Generating a merge from Microsoft Outlook contacts
  • Benefits of recipient lists in Word v Excel
  • Sorting recipients for merging
  • Merging from a Microsoft Excel recipient list

Running an Existing Merge

  • Using an existing recipient list to create a new merge
  • Changing the recipient list in an existing merge
  • Editing and filtering the list

Merge Fields

  • Understanding the inbuilt Field blocks
  • Matching Fields
  • Inserting merge Fields
  • Setting an IF rule
  • Work with merge rules
  • Adding a Field to prompt for additional information


  • Merging directly to the printer
  • Editing and printing individual copies of the merge
  • Merging to Microsoft Outlook email
  • Merging and printing labels

What our users say


  • A very good course, trainer had good knowledge and delivered well
  • I like the fact that you have selected topics/functions on the basis of their interest/possible use - course is much more than pertinent and a better use of time
  • Very friendly and helpful trainer
  • Ray is the only IT Trainer who has ever inspired me with enough confidence to learn effectively
  • It was very good, I really enjoyed it and learnt a lot
  • I will definitely use the Pivot Tables at work in the future! Thank you for such a great training day!
  • Will ensure my team all attend (they all work remotely)
  • Exactly what I was hoping to learn, thanks

  • Contact Us
  • 44 (0) 208 681 1485
  • 44 (0) 7794 0689 6985

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