Word Processing: Mail Merge

Overview of Mail Merge

Acquaintance with Mail Merge as a tool used to create multiple documents at once.
Appreciation of the convenience provided by this feature in creating personalised letters, emails, etc.
Basic understanding of the data source, which is a list of data joined to form personalized documents.

Knowledge of the necessary preparation for a Mail Merge, including creating a main document and a data source.
The main document constitutes the basic framework (e.g. a letter or email body), while the data source comprises varying parts (e.g. names and addresses).

Learn how to start the mail merge process through the ‘Mailings’ tab in Microsoft Word.
Familiarisation with the different types of documents that can be utilised for Mail Merge, such as Letters, Emails, Envelopes, and Labels.
Learn how to select recipients for your mail merge, either by using an existing list, creating a new list, or choosing from Outlook contacts.
Understanding of how to insert merge fields in the document, which correspond to columns in your data source.

Familiarity with tools for previewing the documents before finalising the merge, thereby ensuring desired layout and format.
Learn how to finish and merge the document to proceed with printing or send via email.

Understanding the capability to save a mail merge document and reuse it with different data sources.
Knowledge of how to edit mail merge recipient list, adding new recipients or removing existing ones.