Building Computer Skills to Enable Success
Building Computer Skills to Enable Success
Microsoft Word Mail Merge and Macros
What Your Team Will Learn
Ready for your team to automate document workflows? Welcome to our “Microsoft Word Mail Merge and Macros” course, where we’ll transform your staff from repetitive task warriors into automation aces!
Ever had colleagues manually copying and pasting names and addresses into dozens of letters, or spending hours repeating the same formatting steps? Maybe your team has seen others effortlessly create personalised mailings and thought, “There must be a faster way!” Get ready for your staff to discover the magic of mail merge and macros, and say goodbye to tedious repetitive tasks.
Whether your group is confident with Word basics or simply looking to boost productivity, this half-day course will give them the skills to automate like pros. By the end of the session, your staff will be confidently merging data into documents, creating conditional content, and automating repetitive tasks with macros — leaving colleagues wondering how they became so efficient overnight!
What You'll Get With This Course
Live Instructor-Led Training
Highly experienced and approachable trainers
Comprehensive Materials
eCertificate of Completion
Proudly recognise your achievement
Lifetime Support
Expert help, always within reach
Skill Level: Intermediate
Duration: ½ Day
Time: 9:00am – 12:00pm
CPD Hours: 3hrs
Microsoft Word Mail Merge and Macros Course Content
Setting up Mail Merge
- Beginning a Mail Merge
- Using Excel for Mail Merge Data
- Previewing Merge Letters
Advanced Mail Merge
- Selective Merge Records
- Filtering
- IF Then Else Fields
- Include Text Fields
- Mail Merge to Email
Creating Macros
- Overview of Macros
- The Macro Recorder
- Recording Macros
- Testing Macros
- Running Macros
*Our outlines are a guide to the content covered in a typical class.
We may change the course topics to meet the objectives of a particular class.
Want to run this course for your staff?
Standard course ready to go — customisation available if your team needs it.
Our Clients
FAQ's
We know team training comes with a lot of questions, who, what, how many, when, where, and sometimes even why. To save you a few clicks (and a few minutes), we’ve pulled together the most common ones we get from other HR managers, L&D teams, and people just like you.
Where can this Microsoft Word Mail Merge and Macros training be delivered?
We can deliver this course in your office, online via live interactive sessions, or in a hybrid format. This flexibility makes it simple to train staff no matter their location.
How many staff can attend a Microsoft Word Mail Merge and Macros training session?
Smaller groups work best, as this training is highly practical and benefits from hands-on support. However, we’ll adjust to suit your team’s size and requirements.
Can we schedule the Microsoft Word Mail Merge and Macros training at a time that suits us?
Yes, the course can be booked at times that work for your organisation. We can run it as a half-day session or divide it into shorter lessons depending on your needs.
What will my team be able to do after the Microsoft Word Mail Merge and Macros course?
Participants will learn how to automate document creation using Mail Merge, which saves time when producing letters, labels, or personalised communications. They’ll also be introduced to creating and running simple macros to speed up repetitive tasks. These skills help staff work faster and with greater accuracy.
Do participants need any prior knowledge of Microsoft Word?
Yes, staff should already be comfortable with intermediate Word skills. This ensures they have the foundation needed to get the most from the course.
Can the Microsoft Word Mail Merge and Macros training content be customised to our needs?
Yes, we can tailor the training to your organisation’s documents, such as using your letter templates or mailing lists. This makes the training more relevant and directly applicable.
Will staff receive a certificate of completion?
Yes, each participant will receive a certificate once they’ve completed the course. This can be used to record professional development or shared on LinkedIn.
Do you provide support after the Microsoft Word Mail Merge and Macros training?
Yes, we include lifetime support. Staff can email us later if they need help with macros or Mail Merge tasks, so the training continues to add value.
Get your team members to try our short, anonymous Microsoft Word Mail Merge and Macros skills test. You’ll discover your true proficiency level in minutes, no registration required
Prior Knowledge
This focused course is designed for users who have a good working knowledge of Microsoft Word basics. You should be comfortable with creating and formatting documents. Previous experience with Mail Merge or Macros is not required, as we’ll cover both basic and advanced techniques for these features.
Required Software
You will need Microsoft Word installed on your computer to participate in this course. This can be through a Microsoft 365 subscription or a perpetual license version.
Course Materials
All exercise files needed for the course will be provided. In some cases, you may receive them by email prior to the training so you can download them in advance. Otherwise, everything will be supplied during the session, and no preparation is required.
Note About Different Versions
While this course uses the latest version of Microsoft Word, the mail merge and macro skills learned are transferable to recent versions. However, for the best learning experience we recommend using the latest version of Microsoft Word.
Brendon Farrell
Co-Founder / Facilitator
From my early days wrestling with DOS commands to navigating today’s cloud-based world, I’ve dedicated my career to demystifying technology for others.
As a certified Microsoft and eLearning specialist, there’s nothing I enjoy more than seeing that spark of understanding when a student masters a new skill.
Outside of the training room, my passions run deep, whether I’m spending quality time with my wife and son, sharing my four decade love of lacrosse with junior players as their coach, or cycling around Melbourne’s on either my road bike or mountain bike.
Mark Finney
Co-Founder / Facilitator
With a coffee in hand and a passion for problem solving in my heart, I’ve made it my mission to turn tech frustrations into success stories. Through years of hands-on experience, I understand the challenges learners face.
Being both a co-founder and trainer at Keystroke Learning lets me combine my love for teaching with creating innovative learning solutions that actually work in the real world.
When I step away from the keyboard, find me strumming my favorite tunes on guitar, relaxing with my wife watching movies on the couch, or tending to my garden.