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Title:Properly Use Mail Merge from Excel to Word & Outlook | Dynamic Linking between Excel & Word
Duration:10:57
Viewed:180,528
Published:22-04-2021
Source:Youtube

In this tutorial you'll learn how to link Excel data to Word using Mail Merge. This way you can create a batch of documents like personalized emails, letters and envelopes for each recipient. You'll learn how to perform a mail merge in Microsoft Word from Microsoft Excel in order to produce mass mailings to a group of people.

This tutorial will save you a lot time and will teach you the basics of Mail Merge. We'll setup an example where the source data will be in Excel and we will connect each row of data to different places in the Microsoft Word document. This way you can send personalized invoices to you customers.

With Mail Merge you can send HTML emails to each person and also send a separate Word file as an attachment.

00:00 How to Send Bulk Emails Using Mail Merge in Microsoft Word
01:58 Start Mail Merge in Microsoft Word
02:17 How to Create Connection to Excel
03:22 Insert Merge Fields in Word
05:30 How to Format Date, Currency and Number during Mail Merge
07:13 Mail Merge to only specific people
07:52 Mail Merge to Word Documents
08:36 Mail Merge Print Documents
08:54 Merge to Email Message
09:50 Mail Merge to email with attachment
10:34 Wrap Up

Read the complete article: https://www.xelplus.com/mail-merge-fr...

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