Mail Merge using Microsoft Word 2013

Mail merge is a key part of Microsoft Word training. Learn how to streamline your mailouts with this key component of Microsoft Word. 

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Is this for you?

This is a great course for anyone working as an Admin Assistant, Secretary, Office Manager or PA who needs to quickly learn how to send out personalised mailshots. It’s also a great course if you just need to learn how to do this essential admin task in the latest version of Microsoft Word, 2013.

Award and Associated Qualifications

Awarded 6 CPD points upon successful completion


Start Date


Study Type

Blended, distance learning, in centre

Training Type



6 hours

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For further information and pricing please fill in your details below and we will get back to you as soon as we can. Or, call the team on 0161 907 6724.

About this course

This course focuses on a key feature of Microsoft Word 2013, Mail Merge. Ensuring that your business correspondence looks professional and presentable is essential in today’s competitive marketplace. If you can show an employer that you have all the skills required to confidently run their mailshots, you’ll be sure to impress!


In just 6 hours of detailed learning you will be able to confidently run a mail merge using either Excel or Word data sources. You’ll find out how to update and amend your data, organise merge fields and run your mail merge while also learning tips and tricks of the programmes functions which are invaluable in the workplace! 

This mail merge course has two lessons:  -

Lesson One: you’ll look at how to use the Mail Merge Wizard, how to mail merge with existing letter and data sources and how to create new ones. You’ll look at how to add and amend fields within the data source including adding new records. Next you’ll look at the merge fields within the letter and how to insert, add and amend these.  


Lesson Two: in this lesson you’ll carry out a mail merge using an excel data source and also a word data source. You’ll learn how to sort, amend and merge the records and finally you’ll look at filtering, previewing and merging using the mailings tab. 

Aims and Objectives

This course is designed to teach you how to effectively and confidently process a mail merge within Microsoft Word 2013.


On completion of this short course, you’ll be ideally placed to prepare for the OCR Level 2 Text Processing (Business Professional) Mail merge examination. 


Before starting this course it would be preferable for you to have a working knowledge of Microsoft Word 2013 to really maximise your learning experience. 

Finance Options

Wherever possible our training is tailored to your needs. The cost of our training programmes depend on the course(s) you choose and varies according to duration and breadth. Rest assured we have a number of payment options available to ensure the cost of training is affordable and can be worked alongside your other financial commitments. Common ways people fund their training include: - 



  • Flexible payment plans to help you spread the cost* available at many of our centres;
  • You could opt to pay upfront.



Company Funded:

Requesting funding from your employers needn’t be a daunting task. Many employers support and encourage their employees with their professional development and consider it a worthwhile investment to fund any training required.

What we can help with:

  • Providing a comprehensive training programme outlining learning outcomes
  • Tailored personnel letters
  • Communication with finance departments to arrange payment options (upfront or payment plan*).

* Terms and Conditions apply. Speak to a Course Advisor for full information on the options available to you.



Career Path

After this course you could look towards a rewarding career in office administration roles such as Secretary, Medical Secretary, Legal Secretary or Senior Secretarial positions. After this you might choose to progress further to PA/EA type positions where you're providing high level personal support to Business Directors. 

Looking for prices?

Request more details or call the team on 0161 907 6724

Download a Course Factsheet Now!

Simply enter your details below to download a copy of the course details straightaway. 

Whats the difference?

We offer a range of training packages in a range of subject areas and can offer blended learning opportunities to best meet your needs.


Our courses are practical in nature and focus on a single subject and can last anywhere from a few hours to a few days.


Diplomas are designed to give you a complete skillset mapped to a specific career path and contain a number of core and elective courses.

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