Mail Merge Part 1 – Excel data – Word Mail Merge

Learn how to get data from Excel and send a mail to each row of data. This uses Word to create the template and Outlook to send the mail. This will work on Windows with Desktop apps of Word and Outlook.

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Contents

1. Introduction – 00:00
2. Prepare the data – 00:46
3. Define data range name – 01:51
4. Start Mail Merge in Word – 02:07
5. Create email template – 02:35
6. Add data – 02:57
7. Preview Results – 03:33
8. Run Mail Merge and send mails – 03:46
9. Save as template – 04:35
10. Mail Merge Rules – 04:41
11. Record # Sequence # – 05:30
12. If Then Else – 06:10
13. Field codes – 06:53
14. Fill In – 07:22
15. Ask rule – 08:00
16. Summary – 09:03

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