How to Mail Merge in Word, Excel & Outlook | Dynamic Linking between Excel & Word

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Discover a powerful way to send personalized emails, letters, and envolopes in bulk using Mail Merge from Excel. 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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#excel

[@LeilaGharani]

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[@LassLaura]

Mail Merge has been my Mount Everest as an Executive Assistant. It's been years since I have had to use it for snail mail, but a new client needed a MM via e-mail this week for 700 contacts. Your tutorial 🤩is exactly what I needed, with directions that are very clear and easy to follow. Many thanks!

[@investinginyourlife3186]

That moment when you said, I cheated here !!! Stop right there, you didn't cheat you used an efficient method ;-) That's all that we learn here . Efficiency across all your videos. Thank you Leila. I learn so much all the time.

[@deebaxley7800]

I have been using MS mail merge for >20 years; thank goodness MS has developed it over time so that it is so much easier than it was at first. I'm now retired and use it for sending Christmas greetings to friends and family. Today's video was a great refresher, especially since l learned something new(!!) = that I can copy/paste an Excel table into a Word document and also use field codes for another project I am working on. Thank you Leila - I love your videos .

[@LeilaGharani]

That's great, Dee! Good thinking on the Christmas greetings :)

[@svenparris8726]

Your tutorials are fantastic Leila 👏. I'd love to learn how to create standardised organisation-wide email signatures which can be updated centrally...

[@jonathancrawford7106]

Clear, concise instructions - perfect! Thank you!

[@innermostbeing]

Without any hesitation, I would recommend those struggling to learn or understand the mail merge to refer this video. It was simple and easy to follow. The herculean task of sending individual email was simplified on viewing the video. An added advantage is, the emails are personalised to make the recipients special. From the bottom of my heart, I thank you for sharing your learning to us, Leila!

[@anisnabila7104]

truly yes. very recommended this video.

[@ozgulsahin3811]

H=] h+h+hhh=b hm] +hhh='b h b

[@timnyapming8114]

Can someone guide me too?.

[@innermostbeing]

@timnyapming8114 Please follow the step by step process shared in the video. Pause, play and apply it on your work.

[@puertadelaestrella]

Another great video. I've used Mail Merge before but it was a looooong time ago. This was a great refresher.

[@michaeloloishuro6915]

As usual, this is another very important area covered by Leila. Great and thanks a lot.

[@GiteshBajaj]

You just gave me the answer to one of my questions I was searching for over 2 Years. A BIG BIG THANK YOU. I finally got a idea to link word to excel. I knew Mail Merge earlier, but still didn't recognized it. Now its a YES!

[@LeilaGharani]

Glad I could help!

[@hudsonalbert1360]

Thank you very much for the beautiful lesson, Leila.
Your pronunciation can follow very easily because the way of your teaching is intended to learn your listeners... Thank you

[@brockdidericksen8994]

Great vid! Also shoutout to Doug Robbins’ Merge Tools extension that makes Mail Merge even better.

[@Scott1972011]

Thank you! Very easy instructions to follow and your voice is so soothing!! Great job!!

[@lynnefranklin521]

You are fabulous! Thank you for making this so clear and understandable!

[@nataliecaba4143]

This is the best video tutorial I have found. Thank you so much for this!

[@JonLuskin]

Super helpful. Thank you!

[@xevimartinpera3293]

Super!! I knew the tool but always I had problems with the number formatting, now it's clear. Many thanks, Leila

[@andolenebusch9932]

Thank you so much for this video. It has helped me tons and now I know how mail merge works - YAY!!

[@aiting9874]

Thank you so much for the video. I like the way you keep the video short and easy to understand. It helps me a lot. Will definitely share with my friends and colleagues

[@vinoalosius9533]

Thank you! I learned Mail Merge today. Appreciate..😊

[@larissafelin8204]

I wanted to learn this function to make a task in my job more efficient. Finally a good and understandable explanation. Thanks. I'm so happy to be your student. 👍😊

[@LeilaGharani]

Glad it was helpful, Larissa!

[@Pedro_Is]

Another excellent and useful tutorial, thank you so much

[@lizzale]

Very precised and clear! Thank you!

[@LS-zy7pk]

Amazing! You are a lifesaver....I'm referring specifically to minute 5.33 onward - how to format currency!! Just wonderful. Thank you!!!!

[@evolvingcreativity]

Thank you, Thank You, Thank you! We have a database and needed to format it so it could be printed out as a nice layout as a PDF! You saved my team!

[@N7eptune]

Thank you Leila. That was nice with a few extra things that are new for me.

[@NGT29]

Thank you Leila; you are a life saver!

[@zarifamirzoyeva2500]

Thank you for this tutorial. You are amazing!

[@amayardaewii6961]

Thanks so much Leila. It’s really helpful for us.

[@sarrabensoltane6529]

شكرا أختي ليلى ربي يجازيك كل خير

[@srmchinni3]

Awesome tutorial. I am lucky to find this video the right time.

[@MrPremarya]

Thanks for valued information.🙏

[@ngoziebenezer8028]

You are awesome! I appreciate how thorough you are in your coaching.

[@LeilaGharani]

I appreciate that!

[@TylerStanczak]

Thank goodness for mail merge. Appreciate the tutorial Leila :)

[@LeilaGharani]

Very true :)

[@ArifulIslam-mb4gn]

@@LeilaGharani Please give me download link project file

[@ItamarValdman]

AMAZING Videos, thank you!

[@Rezasameni]

Thanks so much Leila! you're a life saver

[@ucinh884]

Thank you very much. This tutorial video is very helpful for me, very detailed.

[@JLvatron]

I hadn't Mail Merged in 20 years. Thank you for this great tutorial!

[@LeilaGharani]

Glad you enjoyed it!

[@kakiraiyan]

Saw some tutorials on this, but yours is the best as always!

[@weswilliams7221]

Very Helpful! Thank you!

[@SyedMuzammilMahasanShahi]

Beautiful work. Thanks for the share.

[@dorkyturtle]

This was very helpful, thank you!

[@moniquenb1182]

Glad I found this video! thanks!

[@johnborg5419]

Thanks Leila. This is very helpful and time saving!! : ) : )

[@notesoeasy]

I used to do this almost every day, many years ago, but for the life of me, I kept on missing something(?). Thank you Leila for simplifying things for me so clearly and quickly.

[@ptichka1371]

Omg this is exactly what I needed! Leila, you are propelling my career, thank you so much

[@LeilaGharani]

I'm so glad!

[@randomguy-jo1vq]

@@LeilaGharani can you check my comment ? There is an imposter who has the same username and profile pic as you and they have comment under my comment.

[@LeilaGharani]

I already reported it to CZcams. Thanks for the heads up!

[@stevanusadiwena6975]

SAME HEREEEEEEEEEEE.. idk why this video come to my youtube recomendation.

[@ButtsMcCracken]

This is awesome. Thanks, Leila!!

[@vishalpatil4102]

I first liked the video then watched it, such impact leila has on my excel learning, thank you as always!

[@LeilaGharani]

Great to hear!

[@cdyard1]

Another task to add to my To Do list of tasks. Well done, Leila Gharani.

[@LeilaGharani]

Thanks, Claire!

[@Shantuski_]

Woow, how easy you make things look. Amazing, you are the best.

[@Meysamrez]

Thank you so much Leila jan, it really helped 😊

[@rldb]

Very good video as usual. Please include the steps to print two records in the same page in your follow up video. It is useful if the output is only a half page size.

[@zawmyotun9451]

It's amazing. Thanks again and again.

[@HamidurRahman]

Hey Leila this was very helpful to all - Thanks , you are really intelligent

[@motaharpanabad6620]

Fantastic and simple!!!

[@glynissmith1641]

Thank you. Very informative

[@oliverrowe7230]

Wow! Fantastic, thank you

[@vinvette04]

Thanks for this very useful tip!

[@marvinloterte4069]

Thankyou for this.

[@kooto870]

Excellent. Thank you.

[@BahlulAmin]

Very helpful. Thanks a lot

[@chrism9037]

That was fantastic, thanks Leila!

[@LeilaGharani]

Thanks, Chris! Next week we'll take it to the next level with Power Automate :)

[@tinpotcooker]

It really useful, thank you so much

[@born2learn222]

Salam sister, thank you this was exactly what I needed. Keep up the good work.

[@user-wr3qu2ml4x]

This was the best how to video I've ever seen, I have screwed up more mail merges than I can count until today!

[@LeilaGharani]

Glad it was helpful, Jeff!

[@oregonsuzukiinstitute7576]

This was amazing and saved me SO much time- thank you!!!!

[@LeilaGharani]

Glad it helped!

[@liangwenhuang78]

Thank u so much!!!

[@HBJSpiegel]

Your channel is amazing! I've learned so much from your really great videos. Thanks so much!

[@LeilaGharani]

Happy to hear that, Howard!

[@gregevigan]

Another great video.

[@sravanthivk2720]

Thankyou soo much leila. Explained with example and result.

[@LeilaGharani]

Glad you liked it.

[@matheus160ful]

Thank you form Brazil.

[@user-ho7tg7kb9v]

I have become one of your ardent fan just by watching your first video!

[@Ded9822]

Great tutorial videos! Well produced, very well spoken and articulate; most importantly the content!!! Superb! Btw, I have to get the “Eat, Sleep, Query, Repeat” coffee mug

[@LeilaGharani]

Glad you like it. I love my coffee mugs 😊

[@mohammadashiq9996]

i like this simplicity little more knowledge what I missed thank you Leila.

[@LeilaGharani]

You’re welcome 😊

[@ShaikAmirHussain]

Thanks for the video👍🏻

[@farhadullah6899]

Amazing as usual.

[@excelmastervba]

Again, great Video and very important topic 👍🏻

[@LeilaGharani]

Thank you!

[@j.nicolaskattan2617]

This is so helpful Leila. Thanks a lot. Let me ask you a question. Is there a way I can choose for the emails to be sent later? Or even better, have them go to my drafts folder and then I can choose when to send each one of them?

[@vincentkuiper8682]

I've been doing this for years but it is a hard task to teach someone how to do this, I will definitely use this video next time someone needs to learn how to use mail merge!

[@LeilaGharani]

Thank you 😊 Please do!

[@amrabuelkhair9052]

You're Perfect !!

[@manojmalu7119]

Mail merge is too easy for me after watching you video.
Thank you liela

[@LeilaGharani]

Then just wait for next week's tutorial 😉

[@Amiteco18]

Thanks a lot... I can do it now. 😊

[@TeoChyeHuat]

I have been using Mailmerge for a while and realised from your video how simple the field code can be for numbers. I have been using #,##0.00 instead of the shorter ,0.00. Maybe this might also remove auto-introduced formatting (unwanted bold, underline, etc.) during the merge for my documents.

[@smckenzie1234]

Thanks!

[@jm4giv]

Awesome!!

[@yvanlesage4235]

THIS IS AN AWESOME VIDEO OMG

[@davidowutubo6697]

Much thanks Liela

[@rukshanweerakoon2309]

This is very useful. Thank you and Happy New Year 2024.

[@abdulbassethassan3677]

Great job, very important information. Thanks.

[@LeilaGharani]

Our pleasure!

[@alangough]

Nice and succint Thanks Leila.

[@kgadeberg]

You just saved me numerous conversions to text in Excel to achieve the right formatting in Word. \# Who would have guessed that? Not me!

[@LeilaGharani]

Glad it was helpful, Klaus!

[@nickatnite91101]

You are a Goddess of excel. Thank you for sharing..

[@southpawje]

This is gold

[@webseriesreviewtamil649]

You are a life saver

[@Luciano_mp]

Very good Leila. Useful. Thanks!

[@Luciano_mp]

@Leila Gharani Hello Leila, I didn't understand your answer.

[@xozeintk8093]

Thank You Leila

[@ranazaroonzaroon9615]

best toturial ever

[@ChennaiFlame]

Easy to understand 👍👌 keep posting 👍

[@user-vs1xx2iu3o]

thank you.

[@seyramgodswilladababu8257]

This is amazing