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.

Download sample files

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

Mail Merge Part 1 – Excel-Word-Email

Mail Merge Part 2 – CC and Attachments

Mail Merge Part 3 – Split data and email

2 Responses

  1. Hi
    I have been your student and a follower. I am facing an unique problem. when I get mail from couple of mail Ids , entire text message is getting delivered with words strike through
    can you share your mail ID so that i can send you screen shot of the mail

    1. It is not a problem with your mail app. It is the sender’s problem. Some CRM / marketing systems wrap emails in or tags for diff‑tracking.
      Outlook reads it literally → everything becomes strikethrough. Or Some Android email apps place a html tag.

Queries | Comments | Suggestions | Wish list

Subscribe to Blog

Join 1,748 other subscribers

Popular articles

Use the power of Free Microsoft 365 Copilot to work more efficiently and grow faster in your career.

Excel to Power BI Course

Learn Power BI using the concepts you already know in Excel. Fast transition, in-depth coverage and immediately usable.

Pivot Table Pro Course

Yes. You use Pivot Tables everyday. Now it is time to find out the real power and nuances. 5.5 hours video, exercises, samples, Q&A.