Properly Use Mail Merge from Excel to Word & Outlook | Dynamic Linking between Excel & Word
Leila Gharani Leila Gharani
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 Published On Apr 22, 2021

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Discover a powerful way to send personalized emails in bulk using Mail Merge in Microsoft Word. 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.

Personalize Documents Efficiently: Learn how to use Mail Merge for creating personalized documents, such as invoices or letters, for multiple recipients with ease.

Easy Excel Integration: Find out how to link your Excel data to a Word template, dynamically updating content like customer names, addresses, service details, and amounts.

Step-by-step instructions:
▪️ Starting Mail Merge in Word
▪️ Connecting Word to your Excel data
▪️ Inserting merge fields in your Word document

Detailed Formatting Tips: Get insights on how to format dates, currency, and numbers during the Mail Merge process to ensure your documents look professional.

Flexible Merging Options: Explore various merging options – from creating individual Word documents for each recipient to sending bulk emails directly from Word.

Customizable Output: Learn how to send merged documents as email bodies or as attachments, and how to select specific recipients for targeted communication.

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.

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

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More Videos related to Outlook:    • Outlook & Email Tips  
More Excel tutorials:    • Excel Introduction - Learn Excel Basics  

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