Pitman Training

Microsoft Mail Merge

Course Outline

Mail merge is a key part of Microsoft Word training – one of those Microsoft Word basics which other courses often neglect. So if your previous Word training has left a gap – and obviously if you’re fresh to the subject – this is an ideal Word course to take. For one thing, it puts the Pitman Training name on your CV – a sign of Microsoft Word training well worth having.

Over two sections, the course covers many topics, including merging with existing data sources, new sources, adding new records, address blocks and greeting lines, mail merge with Excel, working with a table data source and filters. After the course, your workbook will stay with you as a handy reference guide.

And once your training is complete, add to your career enhancement programme with further courses – PowerPoint and Excel would be ideal. You may also like to think about our specialist Secretarial Diploma, which can lead to a highly rewarding career.

To teach Mail Merge to an employable level and to cover the relevant part of the syllabus for the OCR Text Processing (Business Professional) Level 2 Mail merge examination and the relevant element of the ECDL Advanced (Word Processing) exam.

This course is for anyone who wants to learn how to use Mail Merge within this popular word processing program. Ideal if you work as a Secretary, Admin Assistant, Administrator, PA and many more roles. 

You will need some prior knowledge of Microsoft Word before starting this course.

The two lessons in this course cover the following: - 

Lesson One: Carrying out a mail merge using the mail merge wizard, merging an existing letter with an existing data source, creating a new letter and data source, removing, adding, renaming and moving fields in a new data source, adding new records to a data source, inserting merge fields using address block and greeting line, match fields, inserting merge fields using more items, excluding a recipient from the merge, using mail merge to create envelopes and address labels.

Lesson Two: Performing a mail merge using an Excel data source, sorting records, inserting merge fields using the mailings tab, merging the current record, working with a word table data source, customising columns in an office address list, carrying out a simple and advanced filter, previewing and merging using the mailings tab. 

This course will take around 6 hours to complete.

Our Mail Merge using Word course is part of our distance learning range – which can be accessed online via our distance learning portal. 

This means that you have the flexibility to study our Mail Merge using Microsoft Word course:

  • In centre, with our friendly course advisors available for support and guidance as and when you need it.
  • At home or from work – with support via email or telephone during working hours.
  • On a blended mix – in-centre for the modules you need help with, at home or from work for those you are gliding through.

Once you’ve decided to go ahead, all you’ll need to do is contact your nearest Pitman Training centre that offers and supports our distance learning platform, and they will arrange for you to have an induction to show you around the system and talk you through how our online training works. After this, you can learn in your own time and at your own speed, but with the knowledge you have support at hand if required. 

To find your nearest centre that offers and supports our online Mail Merge training, click here.




The best way to make sure your training programme suits you, your skills, your ambitions and your busy schedule, is to get in touch with us for a free, friendly expert career consultation.