Email mail merge: personalized emails using Excel - Word & Outlook
Тәжірибелік нұсқаулар және стиль
Need to send personalized emails to individuals all at one time? That is called an "Email Mail Merge." I'm going to use Excel, Word, and Outlook - part of Microsoft 365 - to create and send bulk emails out. The order these apps are used would be Excel, then Word, and finally, Outlook.
Excel - stores the data of individuals.
Word - where all Mail Merges happen, including an Email mail merge
Outlook - Sends emails to individuals.
If you had 100 people in Excel, after setting up the mail merge in Word, you should end up with 100 Sent items in Outlook's Sent folder.
I keep my list of individuals in an Excel spreadsheet. Your header row or fields must be in row 1 of Excel. I may need the following fields: title, first name, last name, department, company, job title, and other fields. The one field you MUST have that I didn't list was the person's email address.
Chapters:
0:00 Intro
0:37 Excel file
1:12 Named ranges Excel
1:55 Word - Email Mail Merge
3:40 Sort list in Word
4:30 Insert Merge Field
5:35 Preview Results
6:00 Finish & Merge
7:12 Outlook Sent Items
Chris Menard's Blog Post on Personalized email messages
chrismenardtraining.com/post/...
Microsoft Word steps for email mail merge
********************
1) Start a blank document
2) Click the Mailings tab
3) Click Start Mail Merge 1:55
4) Click E-mail messages
5) Click Select Recipients
6) Use an existing list
7) Find your Excel file
8) Click the correct tab or table
9) Edit Recipients list
10) Sort or filter if you want and remove blanks 3:40
11) Type the message and Insert Merge Fields 4:30
12) Preview results 5:35
13) Finish & Merge
14) Check Outlook sent to make sure the emails were sent out.
Chris Menard's website: chrismenardtraining.com
Cristian's KZread Channel: / @graphicious
E-mail or Email?
Do you use a hyphen in the word email? An example is "e-mail." The Associated Press stylebook recently decided to go with "email," and The Chicago Manual of Style announced that in its forthcoming 17th editing, the style will be "email" without a hyphen.
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Пікірлер: 261
Email mail merge is highly requested. I made a video on how to do an email mail merge on January 2, 2017. I figured it was time for a refresh on this topic. Let me know if you have any questions. Thank you!
@enggsrinivas
3 жыл бұрын
Can you please make a video how to do the same mail merge concept via VBA program as it's helpful ...bcos mail merge send emails automatically but it won't display
@cjjaggerduke3308
3 жыл бұрын
How can you go on stuff when we make KZread videos?
@crixusremoh5509
3 жыл бұрын
How to do change an email address sender. I am using bunch of email but we are using a shared/group email address. Not our personal email account. Any suggestion?
@pamlincoln4019
2 жыл бұрын
Thank you, Chris. I watched that video and understand it. But my question is a bit more specific...I seem to be able to use email merge thru WORD, Outlook, Office 365 and One Drive For Home. I'm trying to do the same thru my company using all the same programs except I use One Drive For Business there. Any tips?
I can't believe in all my years in the workforce, I've never had to do a mail merge. Thank goodness to KZread and this video in particular.
Straight forward and simple explanation. Thank you! Other videos made it much more confusing than it needs to be.
This was superhelpful! I just did my first mail merge and I watched your video 2x to make sure. So far, it looks like it's all working great. Thank you so much.
I'm an office administrator and this tutorial will help me in my role greatly. Love your style of teaching.
I rarely have to mail merge so when the time comes around, I ALWAYS need a refresher!! I feel like an idiot asking coworkers, this video is hands down the most simplified, uncomplicated, to the point video I've ran across yet! Everything needed all within a few minutes, THANK YOU!!!!!!
@ChrisMenardTraining
2 жыл бұрын
Glad to help. I know how you feel. I hate to ask my coworkers also how to do stuff.
Chris, thank you so much! This has been a huge help for me in my job as an Account Manager running monthly newsletters to customers. Really appreciate your quality videos, keep them coming!
@ChrisMenardTraining
Жыл бұрын
You're very welcome!. Thanks, Chance.
I knew how to mail merge but not how to send it through Outlook. Your information was easy to follow. I truly appreciate you adding the instructions for changing the email account that it comes from. That was a game changer for me! Thank you!
@ChrisMenardTraining
Жыл бұрын
You are so welcome
Loved the Vandelay Easter egg! Thank you so much for the video. This will really help me out.
This video was exactly what I needed!!! Thank you for this quick and straight to the point tutorial Chris!
@ChrisMenardTraining
Жыл бұрын
Thanks, Nita.
Thanks for your time Chris, greetings from Greece!
@ChrisMenardTraining
Жыл бұрын
Thanks, Kosmas! Hello from Atlanta, GA.
I love the way you teach. Very easy to understand. I'm a tech savvy but we absolutely need a refresher once in a while :)
@ChrisMenardTraining
Жыл бұрын
I appreciate that! Thanks, Mirani.
Great video - exactly what I needed. Short, to the point, helpful tips and easy to follow. Thank you!
@ChrisMenardTraining
Жыл бұрын
You're welcome!
Thank you so much for this fantastic video! Your step-by-step explanation of the process so easy. I spent more time trying to find tutorials than it took to actually watch and execute the email merge! LOL I'm so glad I found you! I've subscribed.
@ChrisMenardTraining
2 жыл бұрын
Wonderful! Thanks, Kim
I have used this video so many times, for work, thank you so much!
You are a life saver, Chris. Thank you so much.
@ChrisMenardTraining
2 жыл бұрын
Great to hear!
Thank you for this!!!! Your guidance made all the difference in the world and I appreciate you!
@ChrisMenardTraining
2 жыл бұрын
You are so welcome
That was so easy! Far better explanation than some other videos I've watched! Thank you so much!
@ChrisMenardTraining
Жыл бұрын
You're welcome!
Sir you have no idea how helpful this was! Thank you from the depths of my soul - thank you!
@ChrisMenardTraining
Жыл бұрын
You are very welcome
@hoaryhair
Жыл бұрын
May I ask another question? Do you have a video on MS Forms? and how to send them off after creating so it’s not opening a persons Office program, but opens right to the form? Or, can you make one? LOL
Very easy to understand. Perfect! Thank you so much!
@ChrisMenardTraining
2 жыл бұрын
You're very welcome! Thanks, Karen.
Perfect, thank you so much Chris, this has helped me to understand the process easily and also saved me several hours of sending emails one by one ;)
@ChrisMenardTraining
2 жыл бұрын
You're very welcome!
well presented - clear, step-by-step process. EXACTLY what I was ISO .... Thanks!
@ChrisMenardTraining
2 жыл бұрын
You're welcome!
Thank you! Super easy to follow. I really appreciate this tutorial.
@ChrisMenardTraining
2 жыл бұрын
Thanks, Alicia.
Just wanted to say thanks for taking the time to record and share this video, Chris! Super helpful :)
@ChrisMenardTraining
Жыл бұрын
Thank you!
This was a perfect tutorial to help me sort out an email mail merge. Thank you!
@ChrisMenardTraining
Жыл бұрын
You're welcome!
Very helpful Chris!! Thanks so much!
@ChrisMenardTraining
Жыл бұрын
Happy to help! Thanks, Debbie.
Great video! Thanks!
Awesome video - you explained things very well and this will prove to be a real time saver!!! Thanks!!!!!
@ChrisMenardTraining
2 жыл бұрын
You're welcome!
This was amazing! Thank you! I have been trying to figure this out for years! You made it so easy. I really appreciate you. Thank you!
@ChrisMenardTraining
7 ай бұрын
You are so welcome!
Thank you. This is a very clear and useful presentation.
@ChrisMenardTraining
2 жыл бұрын
Glad it was helpful!
used this for work today, perfect tutorial !!!
@ChrisMenardTraining
2 жыл бұрын
Great to hear!
Extremely useful, thank you!
@ChrisMenardTraining
2 жыл бұрын
Glad to hear that!
Thank you so much!
Hi Chris! Thank you so much for sharing. This is exactly what I have been looking for. :)
@ChrisMenardTraining
2 жыл бұрын
Glad to help.
Thanks Chris. This is a great explanation.
@ChrisMenardTraining
Жыл бұрын
Very welcome
Super helpful! Thank you sir!
@ChrisMenardTraining
Жыл бұрын
You're welcome!
Great tutorial! Thank you.
@ChrisMenardTraining
2 жыл бұрын
You're very welcome!
Thanks for the video, it was clear!
@ChrisMenardTraining
Жыл бұрын
You are welcome.
This video was very helpful to me! Thanks for sharing and explain everything as you do.
@ChrisMenardTraining
Жыл бұрын
You are so welcome!
very very very helpful!!! you explained it perfectly.
@ChrisMenardTraining
2 жыл бұрын
Thanks, Julie.
This has been really helpful. thank you
@ChrisMenardTraining
2 жыл бұрын
You're very welcome!
Thanks....that was very helpful and just what I needed.
@ChrisMenardTraining
Жыл бұрын
You're welcome!
This was excellent! I hope you make more videos!
@ChrisMenardTraining
2 жыл бұрын
Thank you. I have 750 videos right now, and I am going to make more.
Thank you so much!!
@ChrisMenardTraining
7 ай бұрын
You're welcome!
Chris, this was a great tutorial. I need to cc a different individual for each email recipient. I appreciate your help!
@ChrisMenardTraining
Жыл бұрын
That can't be done with the default setting. You would need a third-party app to do that.
Really like your videos. No fluff, just a simple step by step that is easy to follow. I have been trying to send out mail merge emails. The first three work fine and then it stops. If I go into the edit recipients list and uncheck these first three, then the rest will work. Suggestions?
Great video and it worked!
@ChrisMenardTraining
2 жыл бұрын
Great to hear!
Great video nice and clear. Thanks
@ChrisMenardTraining
2 жыл бұрын
You're welcome!
great video buddy - really easy to understand !
@ChrisMenardTraining
Жыл бұрын
Glad to hear it! Thanks, Richard.
I want to do a cc: on every email. What is the process for that?
Vandelay Industries! I caught that! Chris, Thanks so much for this vid. Now I can impress the boss. Peace, Party Dave Escondido, CA
@ChrisMenardTraining
9 ай бұрын
Thank you, Party Dave!
Very helpful
Excellent!!
@ChrisMenardTraining
2 жыл бұрын
Many thanks!
amazing !
@ChrisMenardTraining
Жыл бұрын
Thank you.
¡Gracias!
@ChrisMenardTraining
2 жыл бұрын
Thank you so much!!! I appreciate the support.
Great Video. If I have more than one email account setup in the outlook, how do I mail merge only from a specific email account?
Thank you, Chris! It worked perfectly for me by watching your video. Is there any assistance in sending emails with different attachments to different recipients
This is great Chris thanks, until it gets to the point in Word where I get the circle of doom in Word. Any tips on what i need to do other than start over gain?
Anything special creating the table - looks like the headers have drop downs? Thank you for the video!
Thank such a easy video to follow. How do I send to multiple emails and cc as well for each row pls?
Hi Chris, thanks for a straight forward easy follow tutorial. I am pretty new to tech stuff so I have one question: Can you still add a file/attachment and send it to all as well?
Hi Chris. Your video was very clear. To be safe I did an initial test email to two email addresses that come to me. Outlook shows that they were sent but they are not coming into either inbox. Should I trust that they were sent and go ahead and send to my "real" email list?
WOOOOOOOOOOOOOOOOOOO!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! 😆 35-year-old double majoring environmental activist, college student, and intern JUST DID HER FIRST CAMPAIGN MAIL MERGE FOR THE 30x30 NAT GEO EVENT, BABY!!!!! WOOOOOOO SHEET that feels good 😎
@ChrisMenardTraining
3 жыл бұрын
Thank you!
Thank you much, very useful but i want to send to a list of employees from a generic inbox rather than my personal outlook account, how do i do that ? Please advise
Hi Chris, great email merge tutorial. thanks for sharing! Can you please show me how to insert an attachment using this tool? Thank you. Rolando
Hi Cris , Thank you for this email . I followed all steps but not working for me
At the Finish and Pay step after I fill out the "Merge to E-mail" dialog box and select "All" under Send records, I see Word step through all the records. But no emails are generated. How does Word know where the emails are supposed to be issued from, if I am using Outlook for the Web? If I click on Edit Individual Documents, I see the merge happening correctly. But I can't seem to send it to the Outlook mail system.
Thanks. Can you send emails for specific contact in an excelsheet? Let's say sending emails to contacts in a specific city
Great! Good diction and speech. I experience an anomaly inserting a logo on top of the word document. The recipient(s) receive the blast with the picture duplicated. Once on top of the message as I intended and a duplicate at the bottom of the message.. ... An test email sent from Outlook, outside of the mail merge feature of word did not give me any problem. I tried with every picture format and I got the same undocumented feature...
The email address should be active like (mail to. email address click ctrl) or text adress will be enough? Thanks Chris
Amazing video! I did have a qq: I created an email body using html (to have clickable visuals, etc.). How would I implement that in word when I do the mail merge? Thanks!
Great tutorial. i wanted to know if i would like to cc someone in the same email. how can we do that.
This is very helpful. Is there a way to do the mail merge and cc: the same person?
How about if I want cc and/or bcc to some recipients or to all recipients. I wonder why Word and Excel 365 still does not have this feature while some guys out there already created add ins, vba, etc.
Great video. I never had the option to send the email. I clicked email at the beginning (instead of letter) but when I got to the step to finalize, email was greyed out. I had my outlook running. I'm using 365. Any ideas?
I followed every step, but my email body didn't look the way I had them. The format changed when my clients received the email.
Thank you for the video. How do I get personalized links from my excel sheet to be hyperlinked in the mail merge email?
@ChrisMenardTraining
2 жыл бұрын
By default, that can't be done with a Mail Merge. You can add the url, but they aren't hyperlinks. It drive me crazy, but that is how it works.
Can you mail merge with the Mail with OneDrive that I set up when Windows 11 that uses my Yahoo or Gmail ?
Hi Chris, enjoyed the video! I have a question: if I've added two email accounts to Outlook, is there an option to choose which email address the mail will be sent from?
I need to know how you built multiple emails in excel for mail merge?
This was very helpful, thank you! One question, how can I CC someone on these messages?
@ChrisMenardTraining
7 ай бұрын
That would require a third-party app.
Hi Chris, Firstly thank you for making this Vid, Its excellent. Couple of things, 1/ I am using a mac, and ended up not having OUTLOOK as default so it didn't show up the Email Merge, :0) that sorted now. When I did do the merge the emails went to draft, I noticed that there was no email address showing, I may have formatted the file poorly, Its an XML I did select the correct column though. Do these need to be CSV or or some other format, Just need to get past this part and Im off and running. Thanks again for your time, Cheers. Malcolm
Can we personalize the subject like organisation name and country name of each clint?
Great video, super helpful. How do I add an attachment to the emails? It would be the same attachment for all recipients.
@ChrisMenardTraining
2 жыл бұрын
Simon, Outlook will not do that without using a third party add-in.
Did a mail merge and it clumped the email in 1 paragraph. The paragraphs from word and when it sends as an email is not recognized. I spaced it for 3 paragraphs and only 1 paragaraph shows on email sent.
I followed your steps to the letter, both on Thursday and today. None of the emails went out, and none are showing in my sent folder. Any ideas?
Hey Chris we follow your steps but we can't wend the email can't you help please thank you
I get a pop for each email saying I have to approve each one. I've turned off all security and it still makes me approve each one which is obviously time prohibitive. What settings to do use to prevent that?
How can I choose my outlook email id, in case I have multiple email id added in my outlook. .. I want to send email from a one specific email id only, from my multiple id's.
Thank you for this tutorial. This is fantastic. Using email mail merge, can I send emails in Outlook on behalf of someone else that has given me access to send emails on their behalf?
@ChrisMenardTraining
Жыл бұрын
I don't believe that is possible. I think it will show coming from you. What you could test is to do a MM with one email. Make the email your personal email to see what shows when you receive it.
Quick question! I have multiple mailboxes in outlook. How can I indicate and check that the email will send from the right account? Thank you for this fantastic video! I watched 5 different ones today, and this was the only one I found to be helpful enough to get me to the "ready to send" stage. :)
@ChrisMenardTraining
2 жыл бұрын
Here is my video on changing the default account kzread.info/dash/bejne/l3d8zpWqeby-o9Y.html
I followed the video but I can’t find them in my sent folder. It showed them going out though. Where should I look?
I am an author wanting to use email merge to send Query letters to potential literary agents, but I do not use Excel. Can I use a list I just made up, or one from my contacts?
Hi Chris, can we schedule mail merge using excel?
Is it also possible to add someone in CC of all the mails while using mail merge?
I tried this but even sheet my word shows then sent, my Outlook didn't get them
Hi Chris, can you add a signature? If new emails get a signature by default is it added by Outlook as part of the email merge or do you need to include it in the Word source text?
@mhayraestores5193
2 жыл бұрын
you need to include in your word
I need help with backing up my data to samsung because everytime I try doin so it tells me “failed to backup my profile section saved in contacts” is happening on my Galaxy Tab A (2016) The help would be very appreciated
Hi Chris, thanks for sharing this, is really helpful. A question I have is it possible to mail merge delayed emails? what I mean is using the merge tool but not sending them right way but scheduling them for the next day or so. Thanks.
@ChrisMenardTraining
Жыл бұрын
Nadia, that isn't possible. Possibly with a 3rd party app, but not with my method.
Thanks for sharing this Is it possible to have different topic for each mail?
@ChrisMenardTraining
Жыл бұрын
In the body of the email yes, but if you are asking about the subject line, no. There are third party apps that allow different subject lines.