Word Email Merge
Save time on bulk emails without losing the personal touch. This Word Email Merge course shows you how to use Microsoft Word Mail Merge to send personalised emails quickly, accurately, and professionally.
In this course, you will learn how to:
- Create and structure source contact data for a mail merge
- Build a Word document for personalised email distribution
- Attach and manage recipient data securely
- Filter recipients and test merges before sending
- Send personalised emails efficiently using Mail Merge
Who is this course for?
Anyone who regularly sends bulk emails and wants a faster, more professional way to personalise communication. Ideal for administrators, HR teams, marketing staff, and office-based roles.
Enquire NowFrequently Asked Questions
What is Mail Merge used for in Word?
Do I need Excel or Outlook to use Mail Merge?
How technical is the Word Mail Merge course?
Can I use Mail Merge for emails as well as letters?
What kind of examples are used during the course?
What support is included after the course?
Course Outline
Course overview
Duration: 2 hours
This course looks at how you can create a list of contacts with emails and then build a document to email out to everyone. This ensures that everyone gets a personal email but no one else sees the recipients.
Objectives
By the end of the course you will be able to:
- Create source data to use in a merge
- Create a document to email out
- Attach source data contacts
- Filter recipients
- Send out emails to all
Content
Creating source contact data
- Creating your source data in Excel
Creating a Word mail merge document
- Starting a mail merge document
- Attaching your source contact data
- Building the document
Emailing your document
- Previewing the results
- Running a test to a document
- Setting up any filters
- Sending your document to emails
Why Choose Underscore for Microsoft Word Mail Merge Training?
Underscore Group delivers practical, instructor-led digital skills training that helps teams use everyday workplace tools with confidence and accuracy. Based in Sussex and supporting organisations across the UK, we specialise in hands-on learning that improves productivity and makes complex software feel simpler and more intuitive - including Microsoft Word.
We tailor every session to your organisation’s systems, workflows and document standards, ensuring people can apply what they learn immediately. Our corporate software training is trusted by organisations across finance, aviation, healthcare, construction and professional services.
- Trusted by leading UK organisations
- Expert trainers with real business experience
- Small-group sessions (6–8 people)
- Practical, hands-on learning approach
- Virtual & onsite delivery across the UK
- Six months of post-course support
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Click Enquire Now and our team will share full details on content, dates, and pricing — and help you decide if it’s the right fit for you or your organisation.
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