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Mail merge II: Use the Ribbon and perform a complex mail merge

Complex mail merge

Go beyond the basics of mail merges and create personalized form letters or e-mail messages, numbered coupons, and more.

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About this course

This course includes:

  • Two practice sessions for hands-on experience. Practices require Word 2007 and Excel 2007.

  • A Quick Reference Card you can take away from the course.

Goals

After completing this course you will be able to:

  • Use the Mailings tab commands to perform a mail merge.

  • Use Word fields to personalize form letters, e-mail messages, or to number coupons.

  • Perform a complex mail merge that merges several unique elements into a set of otherwise identical documents.

Before you begin

If you are not familiar with how to do a mail merge, see the first course, Mail merge I: Use mail merge for mass mailings, which shows you how to do a mail merge using a wizard.

Topics in this course

Lesson 1

Lesson 2

  1. Use the Ribbon to perform a mail merge

  2. Groups and commands on the Mailings tab

  3. Step 1: Start the mail merge

  4. Step 2: Select the recipients

  5. Step 3: Insert fields

  6. Step 4: Preview the merged documents

  7. Step 5: Edit individual documents

  8. Step 6: Print the merged documents

  9. Step 7: Save the documents

  10. Practice

  1. Perform a more complex mail merge

  2. Tailor your merge with Rules

  3. Other fields that you can use

  4. Format your merged text

  5. Practice

  6. Quick reference card

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