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Use mail merge for mass mailings and more

Conceptual picture of the mail merge process
Learn how to use mail merge in Microsoft Office Word to produce envelopes and labels for mass mailings. Then explore how to go beyond the basics to create personalized form letters or e-mail messages, numbered coupons, and more.

About this course

This course includes:

  • 4 self-paced lessons and 3 practice sessions for hands-on experience.
  • A short test at the end of each lesson; tests are not scored.
  • 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 you can get the results you want.
  • Set up a document for a mass mailing.
  • Perform a basic mail merge to add unique addresses to a set of otherwise identical documents.
  • Perform a more complex mail merge to merge several unique elements into a set of otherwise identical documents.

Before you begin

To do the practice sessions for this course, you'll need to have Microsoft Office Excel 2003 installed on your computer.


Suppose that you need to send to each of your employees a letter or e-mail message containing personal tax withholding and salary information. Or, say you're offering some merchandise at half-price to your customers and you want to mail out numbered coupons so that you can track the response rate.

Creating each letter, e-mail message, or coupon individually would take hours. That's where mail merge comes in. Using mail merge, all you have to do is create one document that contains the information that is the same in each copy, and add some placeholders for the information that is unique to each copy. Word takes care of the rest.

To learn more about this course, read the overview in the center of this page or the table of contents in the left column. Then click Next to start the first lesson.

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