Mail Merge Basics
What is the purpose of a mail merge in Word?
To create personalized letters or documents by combining a template with a list of names, addresses, or other data.
How do you make text bold in Word?
Select the text and press Ctrl + B or click the Bold button in the Home tab.
How do you insert a table in Word?
Go to Insert > Table.
What is a conditional field used for in Word?
How do you insert an image into a Word document?
Go to Insert > Pictures and choose a file.
Which tab in Word do you use to start a mail merge?
The Mailings tab.
How can you create a bullet point list in Word?
What is a good use for tables in Word?
To organize data in rows and columns, such as in a comparison table.
Which Word feature allows you to add conditional text based on certain criteria?
If…Then…Else rule under Rules in the Mailings tab.
Where can you add a caption to an image in Word?
Select the image, go to References > Insert Caption.
What file type can be used as a data source for a mail merge in Word?
Excel (.xlsx) or CSV file.
What feature allows you to create a Table of Contents automatically?
Using headings and then selecting Table of Contents from the References tab.
In which tab do you find the option to add a chart, like a bar or line graph?
The Insert tab.
How would you write a conditional field that says “Hello, VIP!” if someone’s purchase total is over $100?
{ IF { MERGEFIELD PurchaseTotal } > 100 "Hello, VIP!" "Hello, Customer!" }
What benefit does adding captions to images provide?
Captions explain the image and can be used to create a Table of Figures.
What Word feature allows you to insert fields like <<First Name>> and <<Address>> into a mail merge letter?
Insert Merge Field.
How can you ensure your document uses consistent headings and subheadings throughout?
By applying and modifying Styles (e.g., Heading 1, Heading 2).
How can you customize a table's appearance (e.g., add borders or shading)?
Use Table Design tools in the Table Tools tab.
What keyboard shortcut lets you see the field codes (e.g., { MERGEFIELD Name }) instead of the merge field values?
Alt + F9.
How can you wrap text around an image in Word?
Select the image, then choose an option under Layout Options or Picture Format > Wrap Text.
How do you preview what each merged document will look like with different names or data?
Use the "Preview Results" button in the Mailings tab.
What tool can you use to insert page numbers in the footer of each page?
Go to Insert > Page Number.
What feature allows you to change the color or font of table text without affecting the whole document?
Table Styles and individual cell formatting.
In which type of document would you most likely use conditional fields?
A mail merge document, such as a personalized letter or invoice.
How do you make an image watermark in Word?
Go to Design > Watermark > Custom Watermark, then select Picture Watermark.