StretchLearn Course

Stop copy-pasting names into letters and emails

Build one clean data source, then generate hundreds of personalized letters, tracked emails, invoices, and certificates from it using Microsoft Word, Google Docs, and Yet Another Mail Merge.

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Beginner9 hr 20 minSelf PacedRegistered

Course Overview

What this course is designed to develop

This course teaches office managers, administrators, finance and HR staff, educators, and small-business owners to automate personalized documents and bulk email without any coding. You will build a reliable data source, master mail merge in Microsoft Word and Google Docs, run trackable email campaigns with Yet Another Mail Merge and Gmail, and generate batches of PDFs such as invoices, certificates, and statements from a single spreadsheet. Every lesson uses named tools and real settings, includes worked examples with actual field names and numbers, and ends with a concrete build step you complete in your own files.

Learning Outcomes

What the learner should be able to understand, build, or execute.

Build a clean, merge-ready data source in Excel or Google Sheets with correctly formatted columns and headers

Create and run a mail merge for letters, labels, and envelopes in Microsoft Word using Insert Merge Field and rules

Set up personalized bulk email in Google Docs and Sheets with Yet Another Mail Merge, including tracking and scheduling

Generate batches of PDFs such as invoices, certificates, and statements from one spreadsheet using merge tools

Apply conditional content, number and date formatting, and personalization tokens that survive real recipient data

Test, deduplicate, and stage a merge run to avoid embarrassing errors before sending to a live list

Curriculum Preview

Inside the curriculum: a structured path from fundamentals to execution.

Preview the course structure, see how the modules build on one another, and understand the path this program is designed to take you through.

Module 1

Module 1: Foundations: Data Sources and How Merge Works

Understand what a mail merge actually is, the three pieces every merge needs, and how to build the data source that everything else depends on. Most merge failures start here, so you fix the foundation first.

3 lessons

What Mail Merge Really IsContent · 45 min

Preview Enabled

Building a Clean, Merge-Ready Data SourceContent · 50 min

LMS Access

Choosing the Right Tool for the JobContent · 40 min

LMS Access

Module 2

Module 2: Mail Merge in Microsoft Word

Run professional letter, label, and envelope merges in Word using an Excel data source, with correct number formatting, conditional content, and reliable previewing.

3 lessons

Your First Word Letter Merge, Step by StepContent · 50 min

LMS Access

Formatting Numbers, Dates, and Conditional TextContent · 50 min

LMS Access

Labels, Envelopes, and Email from WordContent · 45 min

LMS Access

Module 3

Module 3: Personalized Bulk Email with Google and YAMM

Send tracked, scheduled, personalized email from your own Gmail address using Google Sheets and Yet Another Mail Merge, and keep your messages out of spam.

3 lessons

Setting Up Your First YAMM CampaignContent · 50 min

LMS Access

Tracking, Scheduling, and Personalization at ScaleContent · 45 min

LMS Access

Deliverability: Staying Out of the Spam FolderContent · 40 min

LMS Access

Module 4

Module 4: Generating Documents: Invoices, Certificates, and PDFs

Turn one spreadsheet into batches of polished, identical-layout PDFs such as invoices, certificates, and statements, then deliver them automatically and keep everything reusable.

3 lessons

Spreadsheet to PDF with a Google Docs TemplateContent · 50 min

LMS Access

Building Invoices and Statements That Add UpContent · 50 min

LMS Access

Reusable Systems, Testing, and Avoiding DisastersContent · 45 min

LMS Access

Built for Application

A complete learning path, not a one-off inspiration hit.

This program is designed around progression: focused lessons, structured modules, applied resources, assessments, and a course rhythm that turns information into usable capability.

mail mergedocument automationMicrosoft WordGoogle DocsYet Another Mail Mergebulk emailPDF generationcertificates and invoices