Thanks for this Video. I face always a problem that was not solved wirh this explanation. Maybe you have a solution for it as well. Imagine you have invoice details for a flexible number of items. So you can't predict how many colums you would need for the invoice. My idea would be to have a single row for each item, but I think this would not work with the logic of a serial letter, correct? Next idea is to have a maximum expected number of colums and then go on with your example. But in that case I assume only an if clause will help to decide if empty rows musr not be shown in the letter, correct? If so, can you explain how? Or maybe there are even simpler methods you can share with me. Thanks for any idea! By the way...greatexplanations in all if your videos. Short, on the point and close to what Excel Users need. Ulf
(Great tutorial!) I would also like to know how to print out the letter heading fields just once and then to itemise different rows that belong to the same customer's order (customer name and order number)?
I wish mail merge allows us to include Cc when sending emails without having to install add-ins. My company does not allow install anything without permission and I have yet to find a way to Cc people with mail merge. 😞
I also faced a similar issue. But in my specific case, I applied a workaround here - I created a rule in Outlook to cc my boss in all outgoing emails, and triggered the mail merge. After the activity, I deleted the Outlook rule!
Not directly. Unless you have the Adobe add-in for Word. Next week we actually I show a method to send PDF documents with mail merge directly from Excel, but these PDF documents were created before hand. I've made a note to look into making a video specific for the topic you requested.
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.
One thing that makes me sad is that I've been trying to use XLOOKUP in an excel document which then gets used as a mail merge data source. But, sadly, the results that are not "0" come up as blank fields. I don't know Excel well enough to know how to stop them being blank. I've tried it from another excel document, from another worksheet in the same document and from a different table in the same worksheet as the original table. It's doing my head in.
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!
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!
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 .
Thank you for the lesson, Leila Is it possible: 1) to generate dynamic subject for emails, for example with Customer name? 2) to put some address or dynamic addresses to CC and to BCC fields? I lack of these two options and appreciate any recommendation from you
@@marypotter6497 Excellent advice.... So instead asking a blogger about some functionalities not mentioned in the video, it is better to make a search. Great. Your tip is universal one for any question: Just google it! Why didn't I guess about such a simple way by myself?
@@ivanmamchych5802 What the person was trying to say is that there is an add-on that will let you do that. The video he mentioned is about how to install and use it. ua-cam.com/video/yj_s3cdfVDY/v-deo.html
@@ennykraft I saw this video before. And I knew that custom add-ins can do the miracles, but that's another story. Sometimes an add-ins cannot be applied by various reasons. My intention was to succeed within standard MS Word functionality, described by Leila. I even expected to get a negative but honest answer. No reply was sent except a recommendation to make a search for some extra tools, like add-ins...
@@ivanmamchych5802 It isn't possible with the basic MS Word functionality. It's high time Microsoft gave Mail Merge an overhaul. There are so many features that would improve it from correctly importing number and date formatting from Excel, to more than two options for If...Then...Else (both without having to editing the fields) and the function you mentioned.
Mastering Mail Merge means that you can automate many repetitive boring tasks. Unfortunately all the tutorials on this topic describe only the basic functions of this powerful feature. There are tens of switches which can make a huge difference. Hopefully a follow up video which goes beyond the basic functionally of this feature is in the pipeline. And why not solutions for functionalities which currently Mail Merge does not have like the possibility to send emails with different attachments.
Thanks for your comment. Yes - next week, we will go beyond this and use a type of "mail merge" to send emails directly from Excel that are personalized and have attachments. Stay tuned for that :)
@planiolro You can use some generic text as signature and combine the Send as Attachment feature of the Mail Merge feature or use VBA. @leila waiting for your follow-up video. 👍👍
@@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.
Hi Leila, I need to send the AR aging to many subsidiaries. So I would like to attacthe excel file in the email and the excel file is contain more that one tab. It that possible to do that? And also can I send the mail with cc / bcc?
This video is useful. However please post a video on how to use 'Rule' function in Mail Merge. I've an excel table where there are multiple lines for same customer & I want to merge all lines into single letter to customer instead of sending separate letter for each line
Your tutorials are fantastic Leila 👏. I'd love to learn how to create standardised organisation-wide email signatures which can be updated centrally...
Hi Leila, yet another great video THANKS!. Quick question, is there a way to have the excel information fields to be vertically oriented rather than horizontally? Also, is there a way to produce an email attachment that is a PDF instead of a Word document? (Without Pdf'ing saving, writing an email and attaching the Pdf)
Hi Leila, i tried sending the mailmerge in html format but the recipient did'nt receive it. Can you help me fix this problem? If i use plain text format it is working.
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. 👍😊
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?
Hi Great video. 👍 Is there a way to create and send individual email from an excel file like yours, directly or do you always need to go through word, like in your video? (I have a long excel file with email addresses and I need to send individual emails.)
a great follow-up to this video would be a short how-to on variables in the Field Codes. Building on your example, if a bill is overdue, send this message if not, send this message.
Hello Leila, amazing feature, I wonder, how many hours we could have saved with this one already! One query: I observed that the name of the file is not getting customised for each recipient, either with company name or with invoice number, do you have a work around for that? Query 2: Is there a way to have an email template that would be used each time for such documents? Thanks!
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.
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.
Hey, I'm trying to make a marksheet using mail merge.. but there is one issue. There are Six subjects and the condition is - least marks scored by the student is not calculated for Percentage and that subject is supposed to be in the last row. How can I do that? All the data is ready but when mail merging, the subject row wont be static and will be different for each student depending on the marks scored. Plz help
Hi, is there a way to update the Excell sheet and refresh the word doc once they are linked and merged? Another words, without having to go through the whole relinking and merging process, can I just make a change and update? Thanks in advance!! 🙂
How can I send it to multiple email addresses? Is this possible? Can I put one in the TO field and one in the CC field? LAnks again Leila, as always, YOU ROCK ! !
I think you'll find next week's video helpful. With the technique I show next Thursday, you have full control over the email list, even cc, bcc, how many attachments etc...
Don’t take this the wrong way, I love you! You are so helpful, so easy to listen to, so gifted at presenting all of these tech skills. I hope to meet you one day so you can see how enthusiastic I am about learning new tricks and tips from you. You are without a doubt, my favourite UA-cam personality. I can’t wait until next week. Thank you and Well done!
Thanks for this, but how do you customise the subject for each email? rather then creating a generic subject line for all, is there a way to customise the subject line for each email? also how do you attach a pdf file?
Awesome tutorial as usual, Leila. I have been watching your videos for a year or more but this is the first time I made a comment. Do you have an internal or external audit background ?
Impressive feature. I didn’t know it existed. Really useful. Thanks for sharing. Just one question, is there any way to add other people in Cc and the subject line automatically as you do with the “To” field?
On monthly basis I create a report in Word containing lots of Tables, Graphs and text values which I use to link from Excel Sheet, the only problem in automatically updating Word file are the Subscript and Superscript values, Which exist within an Excel table and I Copied and pasted as link in Word, but the values remain normal, when I restart or reopen my Word document every next time Any Solution please?
The \# ,$0.00 switch doesn't seem to work in MERGEFIELD and the fieldnames in mine have quotes around them: {MERGEFIELD "total1" \#,$0.00} I'm using a PC with MS Excel and Word from 365. The Microsoft documentation doesn't mention \# as a switch at all. What I had to do was add "before" and "following" text \b \f like: {MERGEFIELD "total1" \b "$" \f ".00" } An alternate was to use {MERGEFIELD "total1" \# $#,#00.00 }
Is it possible that as soon as I update the following details in some headers in Excel, the data in multiple Microsoft Word files (attached to the Excel file) get updated automatically and also save all the updated Microsoft Word files in one folder? Does it, from the given unique number in Excel? Excel Header Detail A B C D 1 Name Unique Number Mobile Number Value 2 3 4 5 6
That's a great tutorial. But I dont see how to link the email column in Word using mailto anywhere. Or I use simple MERGEFIELD or a HYPERLINK with a static text. Does anyone can help with this?
Hi, could you tell me, how to do when date format in excel read in word format is different. Example Date format in excel: dd-MM-yyyy(04/01/2022) but Date format in word: read dd-MM-yyyy to (01/04/2022)
Is there any way to write something for email body? Lets say I selected "attachment" and I'd like to write "Hey! Your result is attached, Best Regards" as emai. How can I do that?
Wonderful video. If for example I am chasing invoices payment in which each invoice details is in one line in Excel, how would I go about in combining all the rows for that customer into one email showing the multiple invoices from the multiple rows? Thanks
How can you send the mail as HTML and add a separate attachment (not the word document)? Also, can we customize the subject as well? Like "your invoice number 1234" which is different for each recipient.
Hi Leila, I, work in the finance department, have to produce a weekly that contains about 30 columns that I need to delete about 25, leaving 5 columns to be sent off to the headquarter. I know there is a lookup formula to use but I can’t remember how to do it now. Can you please produce a video on that? Thanks, Angela
Hello Laila Thank you for the clear explanation. Can you also have a list of people appear underneath each other, depending on a specific date? Difficult to explain what I want... Thank you in advance!
Yeah. No. Microsoft have done it again. Whilst you picked the Onedrive file (because you have Onedrive in explorer view) try doing this with a SharePoint file. You can't. You have to have the file on the desktop/local machine for mail merge to even find it. It's bonkers. Another work around is to have a spreadsheet on your desktop which refreshes from the SharePoint document. Still, it's nonsense you have to do this in 2021. Why haven't they allowed me to use SharePoint files in mail merge even though they are pushing cloud so heavily?
Question: Mailmerge does not work on files in SharePoint or in OneDrive's shared folder for everyone but only works for one member of the team. Is there a way to use mail merge in Office 365 cloud mode? If so, that function could potentially be used by everyone in the team. Background: I had my Excel data and Word mailmerged templates on our local server. The whole of the team was able to use the mailmerge since the data address was the server address i.e. same for everyone. However, when we moved our data to Microsoft Cloud (SharePoint) it is syncing through OneDrive with individual machines. My understanding is that is why mailmerge is no longer working. The synced copy of Excel data and Word mailmerged template are effectively stored at different locations and that is causing mailmerge to fail.
I've been experiencing problem with number formatting as the excel formatting doesn't automatically comes in ms-word.....thanks a lot for saving my time
Hi Leila, I tried to do the same and it was successfully working (for Feb month) but when for the current month (Mar) it's not working. Can you please suggest, what would be the possible issues
Hello Leila, As usual really great video. I run process as you described but at the end I cannot either print or send email. I got following error message ""You cannot send a catalogue created by merging documents directly to email, fax or printer". Did you face already this kind of issue and do you have way to solve it? Thanks!
Hi. Thanks for this video. It was helpful. I have been using mail merge but I was still able to learn something else. I used to rely on MS Access to edit my database, it did not occur to my mind that I can actually link Excel file as my data source for mail merging. Thanks for this. But I still have a little problem. I hope you can help me. When I clicked the option "send to email" at first, it gave me a message saying that my Word application is not linked to any email program. Then I canceled or clicked ok, I really do not remember anymore. Then I tried again, no such message appeared but no email was sent either. I wonder how I can possibly correct whatever mistake I did. Thank you so much.
I just found your video. I have an iMac and I’m trying to create a mail merge from the documents from Numbers(iMac Excel) my letter is in Pages(iMac Word). Can you help me?
Can you please help me and let me know if I can have multiple emails for Send To, not CC or BCC? I have multiple providers I am sending reports every month, and I have multiple people for each provider receiving the email. I tried and added multiple emails with ; but the outlook doesn't recognize the email's error.
Hello, We provide a number of services to customer and we don't know - how many services a customer will avail. Is it possible in any way to automatically add service and related fields instead of adding service column in excel for each service. . Also, If a customer avails the first and fourth service, Can they appear in the 1st and 2nd row, instead of in the 1st and 4th row. Thanks.
Thank you so much for adding such useful videos....I appreciate all your work on MS office. Can you please help on how to add % . I have % on excel but it does take the same format when inserted in mail merge.
Hello, I have two different accounts in MS Outlook 365 I want to mail merge from a word file to one of the accounts. However, I made that account a default still sending from the other account which I don’t want. Can someone please help me with this?
Hope you can help me. The font size in my mailmerge change itself. I already add the \*chartformat and try change my style and formatting to the font size that I want, but it doesn't work.
@Leila Gharani. The mail marge creates a new record by reading each row. What happened if I have a customer have multiple invoices outstanding with different amount on each invoice, how can we address mail merge to list out all invoices under one single customer? Assume that my data set has 4 columns, 1) Customer 2) Date 3) Invoice 4) Amount . The customer 1) info will be repeated, but mail merge does not know how to combine and treat this as one client to list out all invoices instead it create new mail merge per row. Thanks in advance!
I'm trying to do an email merge with multiple rows of the data going into one email per unique email address. I see the NEXTIF field code, but I've only seen it used to create a multiple page document. Is there a way you know to send emails instead of page breaks? Use Case, notify users of one or many items they need to resolve with the data in a CSV with a many to one relationship of the rows to email addresses. BTW, you are the very best Microsoft Teacher out there!!!
While this is great it is actually not a good practice. First off... Excel is not a database. Access should be used to store the data (or another system of your choice). Excel should be used to pull the data in (power query). Then you should run mail merge as described and run another job to mark processed records back in the database. After that you need to make sure the Excel file is deleted as it contains PII. All over all.. Good functionality bad use case.
I have though been struggling for many months now with files located in SharePoint. I can create the Word document in SharePoint, the Excel document in SharePoint set the link between the two, perform the mail merge with OK result then save and close the files. When I then open the Word document again I get an error message saying that 'Word found unreadable content in...' at which point I can ask Word to recover the file, I can then reestablish the link to the Excel file and run the mail merge again with OK result. Have anyone out there seen the same problem?
I love excel and word, I'm very efficient in excel but fairly new to mailmerge but understand how to use it. When I send a word document as an attachment the recipient gets all the prompts when opening the document and because they do not have the database it's gets very messy with about 10 prompts. What am I doing wrong? Surely it should just send it as a word document with no database and recipients filters linked to it.
I would like to use this feature in a different way. I have a set of records in the Excel sheet file, and each record carries a number, date and other information, and I would like to create a Word document with the record number and date only. Can I do this or is there another way, even if it is using a VB Code. THANK YOU
I've used this feature for years, and it's an amazing feature. So, is there a way to do this with Google Docs and Sheets? I don't see a native way to do it, and every 3rd party add-on makes it so complex it's ironically easier to copy info into Word and Excel.
Hi, I've used mailmerge for some time and it worked wonderfull. But sinds a few months it does not work anymore. I did sent it to our IT-desk and they didn't encounter any problems. But it's not working on my computers. I also made a new document but it's still not working. Do you have any ideas why this is?
To remind people to update Ms Planner, I could extract fields to Excel and run this process. Is there a more direct way? This is better than me asking everyone individually by a long shot.
Hii, My name is Yonas, one of your subscribers and in my company we regularly write experience letter for employees who works in more than one and sometime two positions and I wish you could make video on this mail merge or suggest me video so, i can easily take up lesson. Thanks
Can you add hyperlinks to the mail merge? I have various Excel cells which I have made hyperlinks but in the mail merge document they do not appear as hyperlinks. Any ideas?
Is there a way I can do it so that when I preview the mail, it follows the way the people are sorted from the Excel file? For example I have the people sorted from top to bottom : James Mark John But when I preview each mail, it shows like : Mark James John
Hello, my name is nikhil and i am engineer by profession i need excel to present data in my staff like vlookup, pivot small formulas etc. But i have to ask from boss again and again, i need your help to learn these tools, I would be very grateful to you if you taught me these tools. Waiting your kind reply...
Hi, I remember it was possible to buy an extended version of Mail Merge. With the paid version it was possible to cc the email to more than one address and to attach various document. Do you know if it's still possible to buy the paid version?
Question- if there are many email addresses in the TO field, how do I combine and send it? , and ; doesn’t work. Any help would be appreciated! Thank you
Thank you for the very informative video. I followed it closely but when I get to edit recipients list and select say, 4 recipients only the first one goes into every table box. Where am I going wrong?
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What about saving individual PDFs for each record?
Print to pdf?
Email pdf
Awesome !!! 🤩🤩🤩 Thank you so much Leila 🙏
Can we convert Word docs to pdf before sending by Outlook ?
I guess it's pretty randomly asking but do anyone know of a good website to watch new movies online?
Thanks for this Video. I face always a problem that was not solved wirh this explanation. Maybe you have a solution for it as well.
Imagine you have invoice details for a flexible number of items. So you can't predict how many colums you would need for the invoice. My idea would be to have a single row for each item, but I think this would not work with the logic of a serial letter, correct? Next idea is to have a maximum expected number of colums and then go on with your example. But in that case I assume only an if clause will help to decide if empty rows musr not be shown in the letter, correct? If so, can you explain how? Or maybe there are even simpler methods you can share with me.
Thanks for any idea!
By the way...greatexplanations in all if your videos. Short, on the point and close to what Excel Users need.
Ulf
(Great tutorial!) I would also like to know how to print out the letter heading fields just once and then to itemise different rows that belong to the same customer's order (customer name and order number)?
I wish mail merge allows us to include Cc when sending emails without having to install add-ins. My company does not allow install anything without permission and I have yet to find a way to Cc people with mail merge. 😞
I also faced a similar issue. But in my specific case, I applied a workaround here - I created a rule in Outlook to cc my boss in all outgoing emails, and triggered the mail merge.
After the activity, I deleted the Outlook rule!
Same..can someone guide me
You can keep one people in cc
Hello. Is it possible to send the attachment in PDF format instead? Thanks!
Not directly. Unless you have the Adobe add-in for Word. Next week we actually I show a method to send PDF documents with mail merge directly from Excel, but these PDF documents were created before hand. I've made a note to look into making a video specific for the topic you requested.
Thanks! Leila
Also pdf file name can be invoice number instead invoice template and email body with summaries of invoice
@@LeilaGharani Can't wait to see that video. Thank you in advance, Leila. You are great! 😃👍
Nice
Thank you so much! I am waiting to see that video as well 😊 🙏
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.
One thing that makes me sad is that I've been trying to use XLOOKUP in an excel document which then gets used as a mail merge data source. But, sadly, the results that are not "0" come up as blank fields. I don't know Excel well enough to know how to stop them being blank. I've tried it from another excel document, from another worksheet in the same document and from a different table in the same worksheet as the original table. It's doing my head in.
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!
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!
truly yes. very recommended this video.
H=] h+h+hhh=b hm] +hhh='b h b
Can someone guide me too?.
@timnyapming8114 Please follow the step by step process shared in the video. Pause, play and apply it on your work.
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 .
That's great, Dee! Good thinking on the Christmas greetings :)
Thank you for the lesson, Leila
Is it possible:
1) to generate dynamic subject for emails, for example with Customer name?
2) to put some address or dynamic addresses to CC and to BCC fields?
I lack of these two options and appreciate any recommendation from you
Do a youtube search for "Bulk send emails from Outlook with attachments"
@@marypotter6497 Excellent advice.... So instead asking a blogger about some functionalities not mentioned in the video, it is better to make a search. Great. Your tip is universal one for any question: Just google it! Why didn't I guess about such a simple way by myself?
@@ivanmamchych5802 What the person was trying to say is that there is an add-on that will let you do that. The video he mentioned is about how to install and use it. ua-cam.com/video/yj_s3cdfVDY/v-deo.html
@@ennykraft I saw this video before. And I knew that custom add-ins can do the miracles, but that's another story. Sometimes an add-ins cannot be applied by various reasons. My intention was to succeed within standard MS Word functionality, described by Leila. I even expected to get a negative but honest answer. No reply was sent except a recommendation to make a search for some extra tools, like add-ins...
@@ivanmamchych5802 It isn't possible with the basic MS Word functionality. It's high time Microsoft gave Mail Merge an overhaul. There are so many features that would improve it from correctly importing number and date formatting from Excel, to more than two options for If...Then...Else (both without having to editing the fields) and the function you mentioned.
Mastering Mail Merge means that you can automate many repetitive boring tasks. Unfortunately all the tutorials on this topic describe only the basic functions of this powerful feature. There are tens of switches which can make a huge difference. Hopefully a follow up video which goes beyond the basic functionally of this feature is in the pipeline. And why not solutions for functionalities which currently Mail Merge does not have like the possibility to send emails with different attachments.
Thanks for your comment. Yes - next week, we will go beyond this and use a type of "mail merge" to send emails directly from Excel that are personalized and have attachments. Stay tuned for that :)
@planiolro You can use some generic text as signature and combine the Send as Attachment feature of the Mail Merge feature or use VBA.
@leila waiting for your follow-up video. 👍👍
Thank goodness for mail merge. Appreciate the tutorial Leila :)
Very true :)
@@LeilaGharani Please give me download link project file
Omg this is exactly what I needed! Leila, you are propelling my career, thank you so much
I'm so glad!
@@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.
I already reported it to UA-cam. Thanks for the heads up!
SAME HEREEEEEEEEEEE.. idk why this video come to my youtube recomendation.
Hi Leila, I need to send the AR aging to many subsidiaries. So I would like to attacthe excel file in the email and the excel file is contain more that one tab. It that possible to do that?
And also can I send the mail with cc / bcc?
This video is useful. However please post a video on how to use 'Rule' function in Mail Merge. I've an excel table where there are multiple lines for same customer & I want to merge all lines into single letter to customer instead of sending separate letter for each line
Your tutorials are fantastic Leila 👏. I'd love to learn how to create standardised organisation-wide email signatures which can be updated centrally...
What if i have to send HTML mail with another attached file??
Hi Leila, yet another great video THANKS!.
Quick question, is there a way to have the excel information fields to be vertically oriented rather than horizontally?
Also, is there a way to produce an email attachment that is a PDF instead of a Word document? (Without Pdf'ing saving, writing an email and attaching the Pdf)
I also have the same question! Looking forward to the answer 😊
Hi Leila, i tried sending the mailmerge in html format but the recipient did'nt receive it. Can you help me fix this problem?
If i use plain text format it is working.
How do I choose I different e-mailadres? If I merge Outlook automatically uses my default e-mailadres. I want to use an secundair e-mail I have.
@@dougrobbins5699 Thank you!!
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. 👍😊
Glad it was helpful, Larissa!
Good job Leila. How can I send merged page as PDF attachment directly from word? 🙏🏽
PDF is not a Microsoft product. so you wont be able to. everything is done from inside Office. not using external tools.
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?
Hi
Great video. 👍
Is there a way to create and send individual email from an excel file like yours, directly or do you always need to go through word, like in your video?
(I have a long excel file with email addresses and I need to send individual emails.)
a great follow-up to this video would be a short how-to on variables in the Field Codes. Building on your example, if a bill is overdue, send this message if not, send this message.
Hello Leila, amazing feature, I wonder, how many hours we could have saved with this one already! One query: I observed that the name of the file is not getting customised for each recipient, either with company name or with invoice number, do you have a work around for that? Query 2: Is there a way to have an email template that would be used each time for such documents?
Thanks!
Hey Hi!!
Ur works r awesome is it possible to have something unique in every the subject line for every mail that goes out via a mail merge
Again, great Video and very important topic 👍🏻
Thank you!
Amazing! You are a lifesaver....I'm referring specifically to minute 5.33 onward - how to format currency!! Just wonderful. Thank you!!!!
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.
Hi, is there an option to have this sent in PDF with password protected?
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.
How can we convert Date in to Text after mail merge ? Example. 16/11/2022 Sixteenth November Two Thousand Twenty Two
Hey, I'm trying to make a marksheet using mail merge.. but there is one issue. There are Six subjects and the condition is - least marks scored by the student is not calculated for Percentage and that subject is supposed to be in the last row. How can I do that?
All the data is ready but when mail merging, the subject row wont be static and will be different for each student depending on the marks scored. Plz help
Can we get the mail merge data of services line 1 and 2 if its in a different rows instead of columns in excel.
The same question that I have
Hey Leila, If I have to send a same message with or without a change of name to 20 people on teams. Is there anyway I can do it?
Is there anything like that with Google sheets and Google docs?
Hi, is there a way to update the Excell sheet and refresh the word doc once they are linked and merged? Another words, without having to go through the whole relinking and merging process, can I just make a change and update? Thanks in advance!! 🙂
How can I send it to multiple email addresses? Is this possible? Can I put one in the TO field and one in the CC field? LAnks again Leila, as always, YOU ROCK ! !
I think you'll find next week's video helpful. With the technique I show next Thursday, you have full control over the email list, even cc, bcc, how many attachments etc...
Don’t take this the wrong way, I love you! You are so helpful, so easy to listen to, so gifted at presenting all of these tech skills. I hope to meet you one day so you can see how enthusiastic I am about learning new tricks and tips from you. You are without a doubt, my favourite UA-cam personality. I can’t wait until next week. Thank you and Well done!
Thanks for this, but how do you customise the subject for each email? rather then creating a generic subject line for all, is there a way to customise the subject line for each email? also how do you attach a pdf file?
Awesome tutorial as usual, Leila. I have been watching your videos for a year or more but this is the first time I made a comment. Do you have an internal or external audit background ?
Hi Leila, with new Outlook 365 doesn't have Mailmerge function anymore? is there anyway we can still do mail merger (without doing power automate)?
Clear, concise instructions - perfect! Thank you!
Impressive feature. I didn’t know it existed. Really useful. Thanks for sharing. Just one question, is there any way to add other people in Cc and the subject line automatically as you do with the “To” field?
@Leila Gharani weird reply 🤔 looks like you’ve been hacked...
Great piece of information! Just one question, how to create and save individual documents instead of one multi page?
The image does not appear in the email version - I can't find a tutorial that shows how to do this easily.
Hello Leila, thanks for this video. Is it possible you attach an additional file to the e-mail?
On monthly basis I create a report in Word containing lots of Tables, Graphs and text values which I use to link from Excel Sheet, the only problem in automatically updating Word file are the Subscript and Superscript values, Which exist within an Excel table and I Copied and pasted as link in Word, but the values remain normal, when I restart or reopen my Word document every next time
Any Solution please?
The \# ,$0.00 switch doesn't seem to work in MERGEFIELD and the fieldnames in mine have quotes around them:
{MERGEFIELD "total1" \#,$0.00} I'm using a PC with MS Excel and Word from 365. The Microsoft documentation doesn't mention \# as a switch at all.
What I had to do was add "before" and "following" text \b \f like: {MERGEFIELD "total1" \b "$" \f ".00" }
An alternate was to use {MERGEFIELD "total1" \# $#,#00.00 }
Hey leila, is it possible for your to share the frequently used field codes, and how this can be used.
Is it possible that as soon as I update the following details in some headers in Excel, the data in multiple Microsoft Word files (attached to the Excel file) get updated automatically and also save all the updated Microsoft Word files in one folder? Does it, from the given unique number in Excel?
Excel Header Detail
A B C D
1 Name Unique Number Mobile Number Value
2
3
4
5
6
Hi, Leila excellent presentation. I have question is there any way to custom the subject line for each email using merge mail?
That's a great tutorial. But I dont see how to link the email column in Word using mailto anywhere. Or I use simple MERGEFIELD or a HYPERLINK with a static text. Does anyone can help with this?
Hi, could you tell me, how to do when date format in excel read in word format is different. Example Date format in excel: dd-MM-yyyy(04/01/2022) but Date format in word: read dd-MM-yyyy to (01/04/2022)
The "Edit Recipient List" is grayed out in my Doc. Not sure why? Please help. Thanks!
Another excellent and useful tutorial, thank you so much
Is there any way to write something for email body? Lets say I selected "attachment" and I'd like to write "Hey! Your result is attached, Best Regards" as emai. How can I do that?
Wonderful video. If for example I am chasing invoices payment in which each invoice details is in one line in Excel, how would I go about in combining all the rows for that customer into one email showing the multiple invoices from the multiple rows? Thanks
How can you send the mail as HTML and add a separate attachment (not the word document)? Also, can we customize the subject as well? Like "your invoice number 1234" which is different for each recipient.
with Google docs I am able to merge a Worksheet into a fillable form, using the add-in Autocrat. Is there anything like that in excel?
Hi Leila, I, work in the finance department, have to produce a weekly that contains about 30 columns that I need to delete about 25, leaving 5 columns to be sent off to the headquarter. I know there is a lookup formula to use but I can’t remember how to do it now. Can you please produce a video on that? Thanks, Angela
Hello Laila
Thank you for the clear explanation. Can you also have a list of people appear underneath each other, depending on a specific date? Difficult to explain what I want...
Thank you in advance!
Yeah. No. Microsoft have done it again.
Whilst you picked the Onedrive file (because you have Onedrive in explorer view) try doing this with a SharePoint file. You can't. You have to have the file on the desktop/local machine for mail merge to even find it. It's bonkers.
Another work around is to have a spreadsheet on your desktop which refreshes from the SharePoint document. Still, it's nonsense you have to do this in 2021. Why haven't they allowed me to use SharePoint files in mail merge even though they are pushing cloud so heavily?
Question: Mailmerge does not work on files in SharePoint or in OneDrive's shared folder for everyone but only works for one member of the team. Is there a way to use mail merge in Office 365 cloud mode? If so, that function could potentially be used by everyone in the team.
Background: I had my Excel data and Word mailmerged templates on our local server. The whole of the team was able to use the mailmerge since the data address was the server address i.e. same for everyone. However, when we moved our data to Microsoft Cloud (SharePoint) it is syncing through OneDrive with individual machines. My understanding is that is why mailmerge is no longer working. The synced copy of Excel data and Word mailmerged template are effectively stored at different locations and that is causing mailmerge to fail.
how to fix the mail merge problem ! when merge the word, most of 254,251,255.00 = 25425125500000000000 (like that) !
Can teach me, how fix ? thanks
I've been experiencing problem with number formatting as the excel formatting doesn't automatically comes in ms-word.....thanks a lot for saving my time
Hi Leila,
I tried to do the same and it was successfully working (for Feb month) but when for the current month (Mar) it's not working. Can you please suggest, what would be the possible issues
Hello Leila, As usual really great video. I run process as you described but at the end I cannot either print or send email. I got following error message ""You cannot send a catalogue created by merging documents directly to email, fax or printer". Did you face already this kind of issue and do you have way to solve it? Thanks!
Hi. Thanks for this video. It was helpful. I have been using mail merge but I was still able to learn something else. I used to rely on MS Access to edit my database, it did not occur to my mind that I can actually link Excel file as my data source for mail merging. Thanks for this. But I still have a little problem. I hope you can help me. When I clicked the option "send to email" at first, it gave me a message saying that my Word application is not linked to any email program. Then I canceled or clicked ok, I really do not remember anymore. Then I tried again, no such message appeared but no email was sent either. I wonder how I can possibly correct whatever mistake I did. Thank you so much.
I just found your video. I have an iMac and I’m trying to create a mail merge from the documents from Numbers(iMac Excel) my letter is in Pages(iMac Word). Can you help me?
Can you please help me and let me know if I can have multiple emails for Send To, not CC or BCC? I have multiple providers I am sending reports every month, and I have multiple people for each provider receiving the email. I tried and added multiple emails with ; but the outlook doesn't recognize the email's error.
Hello, We provide a number of services to customer and we don't know - how many services a customer will avail. Is it possible in any way to automatically add service and related fields instead of adding service column in excel for each service. .
Also, If a customer avails the first and fourth service, Can they appear in the 1st and 2nd row, instead of in the 1st and 4th row. Thanks.
Leila please make a video on creating separate documents with the custom name of mail merge with heading1 style technique. Without MACROS.
Thank you so much for adding such useful videos....I appreciate all your work on MS office. Can you please help on how to add % . I have % on excel but it does take the same format when inserted in mail merge.
Hello,
I have two different accounts in MS Outlook 365 I want to mail merge from a word file to one of the accounts.
However, I made that account a default still sending from the other account which I don’t want. Can someone please help me with this?
Thanks looking something like this for my project 😊😊😊😊
Hope you can help me. The font size in my mailmerge change itself. I already add the \*chartformat and try change my style and formatting to the font size that I want, but it doesn't work.
@Leila Gharani. The mail marge creates a new record by reading each row. What happened if I have a customer have multiple invoices outstanding with different amount on each invoice, how can we address mail merge to list out all invoices under one single customer? Assume that my data set has 4 columns, 1) Customer 2) Date 3) Invoice 4) Amount . The customer 1) info will be repeated, but mail merge does not know how to combine and treat this as one client to list out all invoices instead it create new mail merge per row. Thanks in advance!
I'm trying to do an email merge with multiple rows of the data going into one email per unique email address. I see the NEXTIF field code, but I've only seen it used to create a multiple page document. Is there a way you know to send emails instead of page breaks? Use Case, notify users of one or many items they need to resolve with the data in a CSV with a many to one relationship of the rows to email addresses. BTW, you are the very best Microsoft Teacher out there!!!
Hi Leila, I have been searching for tutorials on how to use AND and OR for IF.. THEN .. ELSE in mail merge. Can you help?
While this is great it is actually not a good practice. First off... Excel is not a database. Access should be used to store the data (or another system of your choice). Excel should be used to pull the data in (power query). Then you should run mail merge as described and run another job to mark processed records back in the database.
After that you need to make sure the Excel file is deleted as it contains PII.
All over all.. Good functionality bad use case.
I have though been struggling for many months now with files located in SharePoint. I can create the Word document in SharePoint, the Excel document in SharePoint set the link between the two, perform the mail merge with OK result then save and close the files. When I then open the Word document again I get an error message saying that 'Word found unreadable content in...' at which point I can ask Word to recover the file, I can then reestablish the link to the Excel file and run the mail merge again with OK result. Have anyone out there seen the same problem?
I love excel and word, I'm very efficient in excel but fairly new to mailmerge but understand how to use it.
When I send a word document as an attachment the recipient gets all the prompts when opening the document and because they do not have the database it's gets very messy with about 10 prompts.
What am I doing wrong? Surely it should just send it as a word document with no database and recipients filters linked to it.
I would like to use this feature in a different way. I have a set of records in the Excel sheet file, and each record carries a number, date and other information, and I would like to create a Word document with the record number and date only. Can I do this or is there another way, even if it is using a VB Code.
THANK YOU
I've used this feature for years, and it's an amazing feature. So, is there a way to do this with Google Docs and Sheets? I don't see a native way to do it, and every 3rd party add-on makes it so complex it's ironically easier to copy info into Word and Excel.
Hi, I've used mailmerge for some time and it worked wonderfull. But sinds a few months it does not work anymore. I did sent it to our IT-desk and they didn't encounter any problems. But it's not working on my computers. I also made a new document but it's still not working. Do you have any ideas why this is?
To remind people to update Ms Planner, I could extract fields to Excel and run this process. Is there a more direct way? This is better than me asking everyone individually by a long shot.
Hii, My name is Yonas, one of your subscribers and in my company we regularly write experience letter for employees who works in more than one and sometime two positions and I wish you could make video on this mail merge or suggest me video so, i can easily take up lesson. Thanks
Hello, I would like to know, if it was possible to convert them to PDF before sending per E-Mail. And to have some other text in the E-Mail as well.
This is wonderful, could help to save a lot of time, thank you.
I wonder, would it be possible to send the attachment as PDF in mail merge? TIA
Can you add hyperlinks to the mail merge? I have various Excel cells which I have made hyperlinks but in the mail merge document they do not appear as hyperlinks. Any ideas?
Is there a way I can do it so that when I preview the mail, it follows the way the people are sorted from the Excel file? For example I have the people sorted from top to bottom :
James
Mark
John
But when I preview each mail, it shows like :
Mark
James
John
Hello, my name is nikhil and i am engineer by profession i need excel to present data in my staff like vlookup, pivot small formulas etc. But i have to ask from boss again and again, i need your help to learn these tools,
I would be very grateful to you if you taught me these tools.
Waiting your kind reply...
Hi, I remember it was possible to buy an extended version of Mail Merge. With the paid version it was possible to cc the email to more than one address and to attach various document. Do you know if it's still possible to buy the paid version?
Question- if there are many email addresses in the TO field, how do I combine and send it? , and ; doesn’t work. Any help would be appreciated! Thank you
Thank you for the very informative video. I followed it closely but when I get to edit recipients list and select say, 4 recipients only the first one goes into every table box. Where am I going wrong?
Is proces i do all ok but finish the merge and send after my cursor is not responding like "i" symbol is showing messages not going solution pls
Thank you for this tutorial Leila. Perhaps it could also be interesting to see if it is possible to attach a different pdf document to each customer.
Coming up next week. Stay tuned :)
Omg yes!! This pls! And if multiple attachments...