Outlook Mail Merge with Excel and Word

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  • čas přidán 23. 07. 2024
  • Learn how to send mass emails to a list of email addresses stored in Excel. Use Word to create a form, select a file from Excel, and send the mail through Outlook. Works with Office 365, Outlook 2016, 2013, 2010, 2007.
    #seletraining #outlook #tipsandtricks
  • Věda a technologie

Komentáře • 125

  • @Hoochmandu2011
    @Hoochmandu2011 Před 4 lety +8

    This is one of the BEST tutorials I have ever viewed. It worked flawlessly, saved me a TON of time and energy and de-mystified what I had previously thought was a pretty arcane process. Good pacing and clear and concise. Thank you SO much!

  • @JuliHara
    @JuliHara Před rokem +1

    Perfect step by step instruction. Very time efficient and much appreciated!

  • @rainbowfoxmagicgrrrl
    @rainbowfoxmagicgrrrl Před 4 lety +5

    This is all I've ever wanted in a mail merge tutorial 😍. Thank you!

  • @kellymacdougall4889
    @kellymacdougall4889 Před 5 lety +5

    This was very well done - thank you!

  • @NoraJunaid
    @NoraJunaid Před 3 lety +1

    This is the best tutorial I have seen so far! Thank you for an amazing job!

  • @absolutraj
    @absolutraj Před 4 lety +2

    Good video! Simple and to the point without long winded preambles. Thank you!

  • @Wendyj55
    @Wendyj55 Před 6 lety +4

    Refreshingly brief ... thanks!

  • @christinazertuche8737
    @christinazertuche8737 Před 4 lety +1

    You're a lifesaver! WFH. Succeeded with my first mass mail merge following your instructions!

  • @Vanessa-oh5mu
    @Vanessa-oh5mu Před 3 lety +1

    This is really the clearest way this has ever been explained to me! My mom asks me for helping with things like this and I am so grateful for your video!

  • @mauricecyr3699
    @mauricecyr3699 Před 4 lety +1

    Thank you for making mail merge easy!

  • @alinamander14
    @alinamander14 Před rokem +1

    This is an amazing tutorial and straight to the point, thanks a lot!

  • @anagutierrez8032
    @anagutierrez8032 Před rokem +1

    This video saved my life

  • @dancestudio3457
    @dancestudio3457 Před 3 lety +1

    So clear, so simple, so easy to understand... I wish all the tutorials are as well explained as yours!

  • @dbrooks312
    @dbrooks312 Před 4 lety +1

    Nice job - succinct, to the point and clearly done! Just what I needed...thanks!

  • @DeepeshMDivakaran
    @DeepeshMDivakaran Před 2 lety +1

    Crisp and Short Tutorial! Thank you so much.

  • @swolook1
    @swolook1 Před 4 lety +1

    Clean and clear all the information. Thank you so much for you post.

  • @cjmaldonado13
    @cjmaldonado13 Před 3 lety +1

    Great job! Short and to the point!

  • @pollyrix670
    @pollyrix670 Před 2 lety +1

    Excellent tutorial, thanks!

  • @keenapatel9360
    @keenapatel9360 Před 2 lety +1

    Thank you - very helpful.

  • @tobyhallam4750
    @tobyhallam4750 Před 4 lety +1

    Very simple and clear.. thank you

  • @matthewwilk4525
    @matthewwilk4525 Před 4 lety +1

    Very well done. Easy and to the point.

  • @tootswoots
    @tootswoots Před 4 lety +1

    Thank you! very informative video.

  • @cabanaclubsouth3509
    @cabanaclubsouth3509 Před 4 lety +1

    Great video. Thanks!

  • @tedmikola5673
    @tedmikola5673 Před 5 lety +2

    excellent thank you as well as excel 15 and 25 tips.

  • @imanjavahery
    @imanjavahery Před 4 lety +4

    Thanks for sharing, very useful! I had multiple accounts in my Outlook, and I hade to set as default the one that I wanted to send email beforehand.

  • @MrAlghoneimy
    @MrAlghoneimy Před rokem +1

    Perfect, Thanks a million

  • @Tatamulata3
    @Tatamulata3 Před 4 lety +1

    Quick and easy! thanks

  • @bytepunk2970
    @bytepunk2970 Před 5 lety +1

    very nice and concise.

  • @manojdevasia5380
    @manojdevasia5380 Před 3 lety +1

    Well explained Thank you

  • @lynnpage8567
    @lynnpage8567 Před 4 lety +1

    thank you for this! Most helpful.

  • @nazrisaid1967
    @nazrisaid1967 Před 3 lety +1

    AWESOME & A BUNCH OF THANKS

  • @furrionusa
    @furrionusa Před 3 lety +1

    Super helpful

  • @salhudz8637
    @salhudz8637 Před 3 lety +1

    Thanks, this tutorial was super easy to understand... unlike the official Microsoft website...

  • @Rohit-gw8tk
    @Rohit-gw8tk Před 3 lety +1

    Thanks a lot for this tutorial...

  • @valevale3873
    @valevale3873 Před 3 lety +1

    THANKS!!

  • @niteshshah8123
    @niteshshah8123 Před 4 lety +1

    thank you sir for the sharing

  • @murtuzaahmed2162
    @murtuzaahmed2162 Před 4 lety +1

    Very helpful 👍

  • @b.yh9616
    @b.yh9616 Před 4 lety +1

    Thaaaaaaank you veryyyy much

  • @cherylwheeler9471
    @cherylwheeler9471 Před 4 lety +1

    IT ACTUALLY WORKSSSSSSSS

  • @petelucas5579
    @petelucas5579 Před rokem

    Fantastic video. I use a signature on my Outlook emails. Is there any way I can incorporate this in the emails to finish it off? Otherwise, it worked superbly when I tested it.

  • @alexanderson5604
    @alexanderson5604 Před 4 lety

    great tutorial. one question though, my 'merge to email' is grey out. How to enable it? Thanks.

  • @rashmikanoj
    @rashmikanoj Před 5 lety

    Hello, how does the mail merge work if the recipient list > 500 ? Outlook does not send email if the recipient listed is >500 and I have to manually update the recipient list multiple times for the same email. Your advice is much appreciated :)

  • @preetikashetty6259
    @preetikashetty6259 Před 2 lety

    Hi, thanks for the video. Is there a way to customize the subject line for each of the emails.

    • @SeleTraining
      @SeleTraining  Před 2 lety

      You can only set the subject line for each merge. It doesn't allow you to customize each email.

  • @erranatasha3669
    @erranatasha3669 Před 3 lety

    Haii. I can’t able do the same thing from that video. What if im using Outlook 2007 and im doing my mail merge from microsoft 2021 ?

  • @Boykoman
    @Boykoman Před 6 lety

    Hi Jason, I followed your video but I am not able to find the emails that I want to send in my Sent Items folder on Outlook. Do you know if there is a way I can solve this problem?

    • @SeleTraining
      @SeleTraining  Před 6 lety

      Make sure they are not stuck in your outbox. It will go there first and then send. Also, make sure Outlook is your default mail system and does not prompt for a profile when you open it. Are the mail merge letters showing up in Word if you preview it?

  • @priyaganeshan5389
    @priyaganeshan5389 Před 3 lety

    is it possible to have different Subject line . The content provided by you are awsme, really helpful. But please help m in clarifying with that dbt as well.

    • @SeleTraining
      @SeleTraining  Před 3 lety +1

      At the 3 min mark in the video it shows where the subject line is entered. It uses that subject line for all emails.

  • @diannepierre4484
    @diannepierre4484 Před 4 lety

    Very helpful! Do you know if it's possible to select which email address in Outlook to send the emails from? I have two. Thanks.

    • @SeleTraining
      @SeleTraining  Před 4 lety +1

      It uses the default address. You can change the default if needed but it will only work with one address.

    • @martina71704
      @martina71704 Před 3 lety

      @@SeleTraining How do you change the default address? Thanks!

    • @SeleTraining
      @SeleTraining  Před 3 lety

      @@martina71704 If you have more than one address you can go to File-Account Settings-Account Settings and select the email account you want in the list and click on Set as Default.

  • @trishdolegiewitz9130
    @trishdolegiewitz9130 Před 4 lety +1

    Will this automatically attach your email signature? Or should it be included in the Word document?

    • @SeleTraining
      @SeleTraining  Před 4 lety +3

      No, you will need to add the signature to the bottom of your word document.

  • @steelcitycreative1133
    @steelcitycreative1133 Před 5 lety

    Are you able to populate the subject line, and recipient address in outlook using this method?

    • @SeleTraining
      @SeleTraining  Před 4 lety

      Yes, the video shows how you can use a spreadsheet with recipient email addresses. When sending the mail you can type in a subject line as well.

  • @AKAcaboose14
    @AKAcaboose14 Před 4 lety

    Is there a way for me to be able to use one part of the word doc as my message and another part (page 2) as my attachment?

    • @SeleTraining
      @SeleTraining  Před 4 lety

      At 3:12 in the video it shows how you can add an attachment. That will send emails with your word document text and the attachment as well. If you don't want it as an attachment you can insert it into the word document on page 2.

  • @matthewreynolds9312
    @matthewreynolds9312 Před 4 lety

    Are you able to add attachments to each email? If I'm sending an email to 25 people and I want to include the same attachments in each email, how would I go about that? Thanks for the video!

    • @SeleTraining
      @SeleTraining  Před 4 lety

      At the 3:10 mark it explains how you can add an attachment.

  • @lookmanohandswithjessicake8606

    Clear cut training! I got it first.

  • @ginnyreillyheffernan1559

    Great video. Is there a limit to how many email you can send this way?

    • @SeleTraining
      @SeleTraining  Před 4 lety

      There is really no limit for Word, Excel or Outlook. Since it sends each as a separate email and uses Excel for the data source you can do many. Excel may limit you to a million rows depending on your version and the processing of large attached or crazy high numbers of emails may make Outlook not respond. The most likely limit is your ISP for your mail account. They may have limits to deter spam.

  • @dimi426
    @dimi426 Před 6 lety

    Hi there, I have a question. I am able to do all of the steps, but I want to send the emails from another mailbox, open together with my private one in outlook. How can I choose the mailbox from which I want to send?

    • @SeleTraining
      @SeleTraining  Před 6 lety

      That is one of the limitations to Outlook Mail Merge. You can't select an alternate email. You could setup a separate profile for that email account and then do the mail merge from there. I've also purchased Email Merge Pro previously. You can find the product at www.standss.com/emailmerge/. It will allow you to select from multiple email accounts.

    • @dimi426
      @dimi426 Před 6 lety +1

      Sele Training Ok, I thought that maybe it is possible. Thank you very much. I do learn many things from your chanel. Great work.

  • @hotblackdesiato3022
    @hotblackdesiato3022 Před 3 lety

    Question: Is it possible to do CCs and BCCs with this method?

  • @PIXbyGrant
    @PIXbyGrant Před 4 lety +2

    How would you send from a different mail address, or at least a different mailbox...
    Im my Outlook I have 5 different mail addresses and want to send from different addresses, depending on content.

    • @SeleTraining
      @SeleTraining  Před 4 lety +1

      Unfortunately the mail merge does not allow you to change the from address. You would have to set the default to the one you want to use first or use a third party tool that allows multiple addresses.

    • @PIXbyGrant
      @PIXbyGrant Před 4 lety +1

      @@SeleTraining My goodness that was a fast reply - Thank you!
      I tried to change the default mail address in the settings - closed and re-launched Outlook. Did not work on my test - Do I have to do a total Compute Re-start, or am I changing the default in the wrong place?
      Out Look Settings - Accounts.

    • @PIXbyGrant
      @PIXbyGrant Před 4 lety +1

      A great Channel by the way - I am going through a few of your videos.

    • @SeleTraining
      @SeleTraining  Před 4 lety +2

      @@PIXbyGrant Actually it's been awhile since I tried it and I don't think changing the default works. It always goes back to the main account you have no matter what you do. When we had this problem at work I had to remove all the other accounts to get it working. The only other option was to use a third part mail merge tool designed for multiple accounts. It's a bummer.

    • @martina71704
      @martina71704 Před 3 lety +1

      @@SeleTraining Thanks!!

  • @imagarrettru12
    @imagarrettru12 Před 4 lety

    How do I do a mass email with delayed delivery? I need to send out 900+ emails and I don't want them to start sending until 5pm when the system is less busy.

    • @SeleTraining
      @SeleTraining  Před 4 lety

      Here is an explanation in my tips and tricks video: czcams.com/video/zLK9QquVmGU/video.html

  • @user-xc9lf1uq8d
    @user-xc9lf1uq8d Před rokem

    I checked the sent items box but no record of the mail being sent, how can i confirm?

  • @MohsinKhan-cj6tq
    @MohsinKhan-cj6tq Před 4 lety

    Dear Sir , how many emails can we send at one time or in one day by this process

    • @SeleTraining
      @SeleTraining  Před 4 lety +1

      By using a spreadsheet table of addresses you really don’t have a limit.

  • @YuanFit
    @YuanFit Před 4 lety

    Mail merge doesn’t work for MacBook Outlook version. Is there another way?

    • @SeleTraining
      @SeleTraining  Před 4 lety

      You may want to check out this video: czcams.com/video/91Sz618HVHw/video.html

  • @curtisdora9967
    @curtisdora9967 Před 3 lety

    Hi......I have followed all the instructions in the video & when I run the Finish & Merge to send the emails I get this error 'The products we found in your account can't be used to activate Outlook'......any suggestions ? Thanks

    • @SeleTraining
      @SeleTraining  Před 3 lety

      You get that error when Outlook is not licensed on your computer. Open Outlook and go to File-Office Account and check the license settings. You may need to change the license or login to Office.

    • @curtisdora9967
      @curtisdora9967 Před 3 lety

      @@SeleTraining thank you for coming back to me. I can see that the product is unlicensed. I am given the option to activate the product but when I do this it comes up with the same 'The products we found in your account can't be used to activate Outlook' message. Sorry I'm probably being very dumb on this.

    • @SeleTraining
      @SeleTraining  Před 3 lety

      @@curtisdora9967 Sounds like something going on with your license. You may need to remove it an install again through whatever service you have. If Office 365 you can login to Office.com and install it. If it is a standalone version you may need to load from the disk again.

    • @curtisdora9967
      @curtisdora9967 Před 3 lety

      @@SeleTraining = I have managed to get it working now...thank you. Next question ! - Can I do a similar operation with Word & Excel using Webmail ?

  • @dorothykent651
    @dorothykent651 Před 3 lety

    can I add attachments?

    • @SeleTraining
      @SeleTraining  Před 3 lety +1

      It creates an attachment out of the word document you use to merge but you can’t add a separate attachment. You’d have to use a third party solution for that.

  • @lobosolo3310
    @lobosolo3310 Před 2 lety

    How do I select which email profile I want to send from?

    • @SeleTraining
      @SeleTraining  Před 2 lety

      It works off of the default mail account.

    • @lobosolo3310
      @lobosolo3310 Před 2 lety +1

      @@SeleTraining Roger that - makes sense. I know how to change that, if need be. (Great refresher video! I hadn’t done a merge in a few years and couldn’t remember the sequence.)

  • @annienelson6099
    @annienelson6099 Před 3 lety

    this is amazing but I think my computer is blocking this somehow. The emails arent going through! I don't blame the tutorial, everything else tracked and it was so clear

    • @SeleTraining
      @SeleTraining  Před 3 lety

      There is a limit of 500 emails per day but other than that it should not block your email.

    • @annienelson6099
      @annienelson6099 Před 3 lety +1

      @@SeleTraining that was a quick response! Thank You. I figured out the problem was that after I set up outlook on my desktop (tonight) it was loading slowly so I had to go into it and manually hit the "send/receive" button a few times. Then it sent! I did a little dance. A lot of hours saved.

  • @gopinathbalaji9587
    @gopinathbalaji9587 Před 2 lety

    GETTING ERROR MESSAGE // ODBC EXCEL DRIVER LOGIN FAILED : COULDNOT FIND INSTALLABLE ISAM
    CAN ANYBODY HELP

  • @siddhantgoyal1397
    @siddhantgoyal1397 Před 4 lety

    Nice excel tutorial. But you sound so much like Mike Ehrmantraut from Better Call Saul!

    • @SeleTraining
      @SeleTraining  Před 4 lety

      Someone else told me I sound like Wilson from Home Improvement.

  • @Tat-cx1lr
    @Tat-cx1lr Před 3 lety

    Bonjour
    Tout d’abord merci pour ce partage. J’ai essayé votre méthode pour envoyer les états de facturation par mail. Malheureusement cela ne marche. L’ objectif est d’avoir toutes les lignes facturées sur le même mail pour chaque client. Merci d’avance pour votre aide. Amicalement

    • @SeleTraining
      @SeleTraining  Před 3 lety +1

      Le publipostage a des limites et n'est donc peut-être pas la meilleure solution pour la facturation par e-mail. Chaque ligne de votre fichier de données crée un nouvel enregistrement de courrier électronique.

  • @najebnader1
    @najebnader1 Před 3 lety

    I need tutorials Microsoft Word professional

    • @SeleTraining
      @SeleTraining  Před 3 lety +1

      czcams.com/video/zLK9QquVmGU/video.html

  • @jyotis4213
    @jyotis4213 Před 5 lety

    Sir mail not send

  • @denishagreen7295
    @denishagreen7295 Před 3 lety

    Great tutorial...is there a way I can add attachments?

    • @SeleTraining
      @SeleTraining  Před 3 lety

      Unfortunately with this method you can’t add an attachment. It requires a third party solution to do that.