For myself studying, this was INCREDIBLY helpful and amazingly timed. You got straight to the point and saved me HOURS of learning. Thank you so much!!
Thanks for your simple, straightforward explanations. I struggled with trying to plow through Microsoft's support pages and never got to the end result. You explained some of the hidden/implicit assumptions that they did not even mention . And that made all the difference for me, thanks again!!
This is fantastic! Curious is there a way to get the mail merge to iterate one page of the doc and merge them all into one new document? For example, if I was creating a catalog and had a cover page, then the second page would be a page with my mail merge fields that I want to change with each row of excel data. So when I do the mail merge the new document is NOT in the form of: (cover page, mail merge content page, cover page, mail merge content page, cover page, mail merge content page) but rather (cover page, mail merge content page, mail merge content page, mail merge content page)?
Hi Madison! 👋 Sorry for the slow response! I just tried this myself, setting up a 2-page letter, with a cover page (no merge fields) and a second page (with merge fields). Mine merges as you've described, with cover page, mail merge content page, cover page, mail merge content page, etc. I assume you actually completed the merge, and aren't just using the "preview" button? My preview is working correctly too, but I know sometimes it can be different than the actual merge. Not sure if that helps! If you were able to sort it out, feel free to post the update here.
Hi @everyoneyou9350! 👋 So sorry for the slow response! As far as I know, you'd only be able to use the list from Excel. But if you found a way to make it work with another list from Word, I'd be very curious how you did it! 🤓
Hi Joanna! 😊 The steps should be the same...just make sure that the fields are in your Excel file first. Then after you "hook up" Word to Excel, Word should automatically recognize the fields and they'll be available to add. Hope that helps? Thanks for watching! 🙏🌟
Hi Laura! 👋 You can save the completed doc, as well as the original template, just as you would any other doc. Go to the File tab on the ribbon, and then "Save As." Hope that helps! 😊
Yep! 😊 You'll have to go through the steps to select the new list, but assuming the field names and such are the same as the old list, then you can reuse everything else in the doc.
Thank you! What if you needed to create separate documents? I need to create individual letters to send via email as attachments. Is there a way to use mail merge for this purpose?
Yes, you can definitely use company styles. Just set up your original document with whatever styles/logos you need, and then add the mail merge fields to it (rather than the blank document like I was using). Hope that helps...good luck! 😊💪
Thank you so much! So helpful!!! I have a question, there is a possibility to create individuals letters, i mean not only 1 file with all letters in but separate files/documents per name? My situation: Once I'll have them in word I must turn them into PDF and send them individualy (with other documents all in 1 email). Thanks!
Yay! I'm so glad it helped! 😊 I had to do some research on this question...I wasn't aware of a way to do multiple documents, but I found a way! Check out this short video of how to do it: czcams.com/video/BMWTpwi2U0o/video.html. Thanks for asking...I learned something new today! 😎
Hi there! 😊 I actually looked this up for someone else a couple weeks back. I didn't know there was a way to do it, but according to this short video, you can! Check it out: czcams.com/video/BMWTpwi2U0o/video.html.
Many thanks for your training. However, how do I include messages on the body of the mail, also in a PDF It will be funny to send an official letter with just an attachment without messages on body of the mail. Please how I can use mail merge to solve this problem. A video would be appreciated. Many thanks
Hi Roland! 👋 Apologies...I'm super behind on comments! Were you able to get this working? I'll add it to my list of videos to make in the future, but here are a couple things you could do: -If you're sending the same message to everyone, then just type that message into your original Word letter template (the one that you'll eventually add merge fields to). Then that message will be included in all letters after they're merged with personalized names/addresses. -If you want to send a different message to everyone, you could set up that message in the Excel sheet. So each row in Excel would have a column for "message." In the Word doc, you'd insert "message" as a merge field (just like you do for a name or an address, etc.), and then that custom message will come over during the merge (like names/addresses). Hope that helps! 😊
@@TinyTechnicalTutorials yes I had to use another devise. I had to instead of all, I had to tell it to print 61. Otherwise, it would have printed 166 pages when I only had 61. It seemed like it was trying to print all of the blank areas of excel underneath the last person on there. I likewise had to do the same thing with the labels.
What else do you want to learn about Word and/or Excel? Let me know below in the comments!
For myself studying, this was INCREDIBLY helpful and amazingly timed. You got straight to the point and saved me HOURS of learning. Thank you so much!!
Oh yay! I'm so glad it helped! 😊
Thanks for your simple, straightforward explanations. I struggled with trying to plow through Microsoft's support pages and never got to the end result. You explained some of the hidden/implicit assumptions that they did not even mention . And that made all the difference for me, thanks again!!
Oh, fantastic!! I love reading comments like this. Thanks for taking the time to make it! 🙏🤓🌟
to the point... no bla bla. Nice presentation
Yay!!! My goal is no bla blah. 😂😊
Amazing dear 🤩
Thank you! Cheers! 😊
This saved me hours of Letter writing, Thank you soo much for sharing
Yes, Mail Merge is such a time-saver! I'm so glad the video helped. Thanks for the nice comment! 🙏🌟
thank you for your video. You a my new excel how-to go-to! :)
Excellent, simple and understandable! Thank you!
Yay! I'm so glad it helped. Thanks for watching! 🙏
You have saved my life twice now! I really like your short and easy tutorials!
WOW, two times a life saver?! What a wonderful comment--thanks, Lila!! :)
love this video
Thank you!!! You made it easy to follow and you save me a lot of time!!!!
Great to hear! Thanks for watching!! 🙏🌟🤓
Thanks! :)
Many thanks
Really appreciate you for this valuable information
You bet!! Glad it helped! 🤓💪
thankkk youuu so muchh
you saved my times
Thanks you so much to explain in very easy way
I'm so glad you enjoyed it! Thanks for watching!! 🙏🤓🌟
Excellent! Thank you.
You bet! Thanks for watching! 🤓🌟🙏
Simple and clear, I really love your content
I appreciate that! Thanks so much!
That was very informative, Thanks a lot! 😊
You bet! Thanks for watching! 🤓🌟🙏
Wowww, this was really helpful ❤❤❤
I'm so glad! Thanks for watching! 😊
This is fantastic!
Curious is there a way to get the mail merge to iterate one page of the doc and merge them all into one new document?
For example, if I was creating a catalog and had a cover page, then the second page would be a page with my mail merge fields that I want to change with each row of excel data.
So when I do the mail merge the new document is NOT in the form of:
(cover page, mail merge content page, cover page, mail merge content page, cover page, mail merge content page)
but rather
(cover page, mail merge content page, mail merge content page, mail merge content page)?
Hi Madison! 👋 Sorry for the slow response! I just tried this myself, setting up a 2-page letter, with a cover page (no merge fields) and a second page (with merge fields). Mine merges as you've described, with cover page, mail merge content page, cover page, mail merge content page, etc. I assume you actually completed the merge, and aren't just using the "preview" button? My preview is working correctly too, but I know sometimes it can be different than the actual merge. Not sure if that helps! If you were able to sort it out, feel free to post the update here.
Hello, is it possible to use two listes, one from Excel and the other from Word ? thank you.
Hi @everyoneyou9350! 👋 So sorry for the slow response! As far as I know, you'd only be able to use the list from Excel. But if you found a way to make it work with another list from Word, I'd be very curious how you did it! 🤓
Do you have a video on how to do a Mail merge with labels using the excel spreadsheet? If so, can you link it?
Yes! 😊 Here you go: czcams.com/video/efwtPGdOWGI/video.html
How do you add additional fields? ie I need to add more info like dollar amounts for owed money, custom dates, business contact phone number etc...
Hi Joanna! 😊 The steps should be the same...just make sure that the fields are in your Excel file first. Then after you "hook up" Word to Excel, Word should automatically recognize the fields and they'll be available to add. Hope that helps? Thanks for watching! 🙏🌟
It works Thank you!! 97 letters in one format
Woohoo!! Nice work! 🤓🌟
Is there away to do the mail merge but save each letter individually instead of as one giant document?
Hi Gabby! 👋 I haven't run through these steps myself, but I think this will give you what you want? czcams.com/video/BMWTpwi2U0o/video.html
OMG! Thank you!@@TinyTechnicalTutorials
After completing the merge, I need to save the main doc. for future use. How would I do that?
Hi Laura! 👋 You can save the completed doc, as well as the original template, just as you would any other doc. Go to the File tab on the ribbon, and then "Save As." Hope that helps! 😊
@@TinyTechnicalTutorials then I could just use same doc, merge it with new list?
Yep! 😊 You'll have to go through the steps to select the new list, but assuming the field names and such are the same as the old list, then you can reuse everything else in the doc.
@@TinyTechnicalTutorials THANK YOU SOOO MUCH!! Very helpful
Thank you! What if you needed to create separate documents? I need to create individual letters to send via email as attachments. Is there a way to use mail merge for this purpose?
And, as well, can mail merge be used with a template? I need to make the letters with the company styles.
Hi Rozalyn! 👋 Yes, you can create separate documents. Check out this video for a how-to: czcams.com/video/BMWTpwi2U0o/video.html
Yes, you can definitely use company styles. Just set up your original document with whatever styles/logos you need, and then add the mail merge fields to it (rather than the blank document like I was using). Hope that helps...good luck! 😊💪
@@TinyTechnicalTutorials Thank you!!
Thank you so much! So helpful!!!
I have a question, there is a possibility to create individuals letters, i mean not only 1 file with all letters in but separate files/documents per name?
My situation: Once I'll have them in word I must turn them into PDF and send them individualy (with other documents all in 1 email). Thanks!
Yay! I'm so glad it helped! 😊 I had to do some research on this question...I wasn't aware of a way to do multiple documents, but I found a way! Check out this short video of how to do it: czcams.com/video/BMWTpwi2U0o/video.html. Thanks for asking...I learned something new today! 😎
@@TinyTechnicalTutorials Thanks so much for answering!!! I'll check the video :)
is there a way to get each letter in a separate doc.
Hi there! 😊 I actually looked this up for someone else a couple weeks back. I didn't know there was a way to do it, but according to this short video, you can! Check it out: czcams.com/video/BMWTpwi2U0o/video.html.
Many thanks for your training. However, how do I include messages on the body of the mail, also in a PDF
It will be funny to send an official letter with just an attachment without messages on body of the mail.
Please how I can use mail merge to solve this problem.
A video would be appreciated. Many thanks
Hi Roland! 👋 Apologies...I'm super behind on comments! Were you able to get this working?
I'll add it to my list of videos to make in the future, but here are a couple things you could do:
-If you're sending the same message to everyone, then just type that message into your original Word letter template (the one that you'll eventually add merge fields to). Then that message will be included in all letters after they're merged with personalized names/addresses.
-If you want to send a different message to everyone, you could set up that message in the Excel sheet. So each row in Excel would have a column for "message." In the Word doc, you'd insert "message" as a merge field (just like you do for a name or an address, etc.), and then that custom message will come over during the merge (like names/addresses).
Hope that helps! 😊
Your video isn’t showing up! I can only hear you but the screen is black.
Oh no! Were you able to get it working?
@@TinyTechnicalTutorials yes I had to use another devise. I had to instead of all, I had to tell it to print 61. Otherwise, it would have printed 166 pages when I only had 61. It seemed like it was trying to print all of the blank areas of excel underneath the last person on there. I likewise had to do the same thing with the labels.
Bizarre!!! 🤔 Glad you were able to get it working, though...nice work! 💪
Thanks but o dont see the microscope 😂try to zooom please so that iwill understand welll