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Mail merge I: Use mail merge for mass mailings

Mail merge parts

Learn how to use mail merge in Word 2007 to produce letters and envelopes for mass mailings.

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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:

  • Understand how mail merge works so that you can get the results you want.

  • Set up a document for a mass mailing.

  • Use the Mail Merge Wizard to perform a basic mail merge.

Before you begin

To do the practice sessions for this course, you'll also need to have Microsoft Office Excel 2007 installed on your computer.

If you're familiar with the mail merges and the Mail Merge Wizard, see the next course, Mail merge II: Use the Ribbon and perform a complex mail merge, to learn how to use the Mailings tab on the Ribbon to create a mail merge.

Topics in this course

Lesson 1

Lesson 2

  1. How it works

  2. Main document

  3. Recipient information

  4. Finished set of documents

  1. Set up your recipient list

  2. More about the recipient list

  3. Where the recipient lists come from

  4. Fields

  5. Merge fields

  6. Practice

Lesson 3

  1. Perform a complete mail merge

  2. Open the Mail Merge Wizard

  3. Set up the main document

  4. Connect to the recipient list

  5. Choose the recipients you want in your mailing

  6. Arrange the main document

  7. Preview

  8. Complete the merge

  9. Cancel or resume a merge

  10. Introducing mail merges using the Ribbon

  11. Practice

  12. Quick reference card

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