Email mail merge: personalized emails using Excel - Word & Outlook

Поділитися
Вставка
  • Опубліковано 25 сер 2024

КОМЕНТАРІ • 262

  • @ChrisMenardTraining
    @ChrisMenardTraining  3 роки тому +8

    Email mail merge is highly requested. I made a video on how to do an email mail merge on January 2, 2017. I figured it was time for a refresh on this topic. Let me know if you have any questions. Thank you!

    • @enggsrinivas
      @enggsrinivas 3 роки тому

      Can you please make a video how to do the same mail merge concept via VBA program as it's helpful ...bcos mail merge send emails automatically but it won't display

    • @cjjaggerduke3308
      @cjjaggerduke3308 3 роки тому

      How can you go on stuff when we make UA-cam videos?

    • @crixusremoh5509
      @crixusremoh5509 3 роки тому

      How to do change an email address sender. I am using bunch of email but we are using a shared/group email address. Not our personal email account. Any suggestion?

    • @pamlincoln4019
      @pamlincoln4019 2 роки тому

      Thank you, Chris. I watched that video and understand it. But my question is a bit more specific...I seem to be able to use email merge thru WORD, Outlook, Office 365 and One Drive For Home. I'm trying to do the same thru my company using all the same programs except I use One Drive For Business there. Any tips?

  • @moonbeam603
    @moonbeam603 2 роки тому +2

    I'm an office administrator and this tutorial will help me in my role greatly. Love your style of teaching.

  • @MsMcGillivray
    @MsMcGillivray 2 роки тому +2

    I rarely have to mail merge so when the time comes around, I ALWAYS need a refresher!! I feel like an idiot asking coworkers, this video is hands down the most simplified, uncomplicated, to the point video I've ran across yet! Everything needed all within a few minutes, THANK YOU!!!!!!

    • @ChrisMenardTraining
      @ChrisMenardTraining  2 роки тому

      Glad to help. I know how you feel. I hate to ask my coworkers also how to do stuff.

  • @bandnada
    @bandnada Рік тому

    I can't believe in all my years in the workforce, I've never had to do a mail merge. Thank goodness to UA-cam and this video in particular.

  • @jcohen2930
    @jcohen2930 Рік тому +2

    I knew how to mail merge but not how to send it through Outlook. Your information was easy to follow. I truly appreciate you adding the instructions for changing the email account that it comes from. That was a game changer for me! Thank you!

  • @AIAdvantage-Business-strategy
    @AIAdvantage-Business-strategy Рік тому +3

    Chris, thank you so much! This has been a huge help for me in my job as an Account Manager running monthly newsletters to customers. Really appreciate your quality videos, keep them coming!

  • @alexanderlyon
    @alexanderlyon 9 місяців тому

    This was superhelpful! I just did my first mail merge and I watched your video 2x to make sure. So far, it looks like it's all working great. Thank you so much.

  • @stephanieayala7885
    @stephanieayala7885 Рік тому +1

    Straight forward and simple explanation. Thank you! Other videos made it much more confusing than it needs to be.

  • @miranirb
    @miranirb Рік тому +3

    I love the way you teach. Very easy to understand. I'm a tech savvy but we absolutely need a refresher once in a while :)

  • @nitakocansey4347
    @nitakocansey4347 Рік тому +2

    This video was exactly what I needed!!! Thank you for this quick and straight to the point tutorial Chris!

  • @312MG
    @312MG Рік тому +2

    Great video - exactly what I needed. Short, to the point, helpful tips and easy to follow. Thank you!

  • @michaelmccain5660
    @michaelmccain5660 Рік тому +2

    That was so easy! Far better explanation than some other videos I've watched! Thank you so much!

  • @thecharlieramirez
    @thecharlieramirez 2 роки тому +1

    Loved the Vandelay Easter egg! Thank you so much for the video. This will really help me out.

  • @kimpriestley
    @kimpriestley 2 роки тому +2

    Thank you so much for this fantastic video! Your step-by-step explanation of the process so easy. I spent more time trying to find tutorials than it took to actually watch and execute the email merge! LOL I'm so glad I found you! I've subscribed.

  • @brandalab
    @brandalab Рік тому +1

    Thanks for your time Chris, greetings from Greece!

  • @hoaryhair
    @hoaryhair Рік тому +1

    Sir you have no idea how helpful this was! Thank you from the depths of my soul - thank you!

    • @ChrisMenardTraining
      @ChrisMenardTraining  Рік тому

      You are very welcome

    • @hoaryhair
      @hoaryhair Рік тому

      May I ask another question? Do you have a video on MS Forms? and how to send them off after creating so it’s not opening a persons Office program, but opens right to the form? Or, can you make one? LOL

  • @jeaninedavis5577
    @jeaninedavis5577 2 роки тому +1

    Thank you for this!!!! Your guidance made all the difference in the world and I appreciate you!

  • @SchuDJ25
    @SchuDJ25 Рік тому +1

    Just wanted to say thanks for taking the time to record and share this video, Chris! Super helpful :)

  • @fionaraymont9098
    @fionaraymont9098 Рік тому +1

    This was a perfect tutorial to help me sort out an email mail merge. Thank you!

  • @KarenFowlerSWFLRealtor
    @KarenFowlerSWFLRealtor 9 місяців тому +1

    This was amazing! Thank you! I have been trying to figure this out for years! You made it so easy. I really appreciate you. Thank you!

  • @terezahronova3740
    @terezahronova3740 2 роки тому +3

    Perfect, thank you so much Chris, this has helped me to understand the process easily and also saved me several hours of sending emails one by one ;)

  • @ArleneDavis-ig8wf
    @ArleneDavis-ig8wf Рік тому +1

    Chris, this was a great tutorial. I need to cc a different individual for each email recipient. I appreciate your help!

    • @ChrisMenardTraining
      @ChrisMenardTraining  Рік тому

      That can't be done with the default setting. You would need a third-party app to do that.

  • @georgiagalway4097
    @georgiagalway4097 9 місяців тому

    I have used this video so many times, for work, thank you so much!

  • @allenmatz780
    @allenmatz780 2 роки тому +3

    I want to do a cc: on every email. What is the process for that?

  • @davem3911
    @davem3911 11 місяців тому +1

    Vandelay Industries! I caught that!
    Chris, Thanks so much for this vid. Now I can impress the boss.
    Peace,
    Party Dave
    Escondido, CA

  • @dylant4559
    @dylant4559 2 роки тому +1

    well presented - clear, step-by-step process. EXACTLY what I was ISO .... Thanks!

  •  2 роки тому +1

    This video was very helpful to me! Thanks for sharing and explain everything as you do.

  • @anacarolinadeandrade
    @anacarolinadeandrade 2 роки тому +1

    You are a life saver, Chris. Thank you so much.

  • @EFudd-lu6ji
    @EFudd-lu6ji 2 роки тому +1

    Awesome video - you explained things very well and this will prove to be a real time saver!!! Thanks!!!!!

  • @pickypaint
    @pickypaint Рік тому +1

    Super helpful! Thank you sir!

  • @aliciastenten2775
    @aliciastenten2775 2 роки тому +1

    Thank you! Super easy to follow. I really appreciate this tutorial.

  • @danedds9190
    @danedds9190 2 роки тому +1

    Really like your videos. No fluff, just a simple step by step that is easy to follow. I have been trying to send out mail merge emails. The first three work fine and then it stops. If I go into the edit recipients list and uncheck these first three, then the rest will work. Suggestions?

  • @SanthoshKumar-to4hz
    @SanthoshKumar-to4hz Рік тому +1

    Thanks for the video, it was clear!

  • @anngaffney110
    @anngaffney110 Рік тому +1

    Thanks Chris. This is a great explanation.

  • @TheFrazzyo
    @TheFrazzyo 2 роки тому +1

    used this for work today, perfect tutorial !!!

  • @karenburgess6178
    @karenburgess6178 2 роки тому +1

    Very easy to understand. Perfect! Thank you so much!

  • @danielsegalman1347
    @danielsegalman1347 3 роки тому +1

    Thank you. This is a very clear and useful presentation.

  • @ajenkins0101
    @ajenkins0101 2 роки тому +1

    This was excellent! I hope you make more videos!

    • @ChrisMenardTraining
      @ChrisMenardTraining  2 роки тому

      Thank you. I have 750 videos right now, and I am going to make more.

  • @debbieknudsvig9971
    @debbieknudsvig9971 Рік тому +1

    Very helpful Chris!! Thanks so much!

  • @jitendrapuri
    @jitendrapuri 3 роки тому +3

    Great Video. If I have more than one email account setup in the outlook, how do I mail merge only from a specific email account?

  • @ramancheema9258
    @ramancheema9258 8 місяців тому +1

    Thank you so much!!

  • @teaanjay
    @teaanjay 3 роки тому +1

    Hi Chris! Thank you so much for sharing. This is exactly what I have been looking for. :)

  • @flanjulie
    @flanjulie 2 роки тому +1

    very very very helpful!!! you explained it perfectly.

  • @richwallis3893
    @richwallis3893 Рік тому +1

    Thanks....that was very helpful and just what I needed.

  • @daddygoncrazy
    @daddygoncrazy 11 місяців тому +1

    Hi Chris, thanks for a straight forward easy follow tutorial. I am pretty new to tech stuff so I have one question: Can you still add a file/attachment and send it to all as well?

  • @davidtmiller
    @davidtmiller Рік тому

    Great video! Thanks!

  • @karlhalvorson
    @karlhalvorson 2 роки тому +1

    Great tutorial! Thank you.

  • @anelr7994
    @anelr7994 2 роки тому +1

    Extremely useful, thank you!

  • @keithdavid1071
    @keithdavid1071 2 роки тому +1

    Great video and it worked!

  • @eltonimbrah1147
    @eltonimbrah1147 2 роки тому +1

    This has been really helpful. thank you

  • @richardwilliams8953
    @richardwilliams8953 Рік тому +1

    great video buddy - really easy to understand !

  • @ebenezer.amoateng
    @ebenezer.amoateng 8 місяців тому

    Thank you, Chris! It worked perfectly for me by watching your video. Is there any assistance in sending emails with different attachments to different recipients

  • @me94ification
    @me94ification Рік тому

    Thank you so much!

  • @spencerantoinette4932
    @spencerantoinette4932 7 місяців тому

    This is great Chris thanks, until it gets to the point in Word where I get the circle of doom in Word. Any tips on what i need to do other than start over gain?

  • @osewhoopy9253
    @osewhoopy9253 Рік тому

    Anything special creating the table - looks like the headers have drop downs? Thank you for the video!

  • @justanotherway109
    @justanotherway109 3 роки тому +1

    WOOOOOOOOOOOOOOOOOOO!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! 😆
    35-year-old double majoring environmental activist, college student, and intern JUST DID HER FIRST CAMPAIGN MAIL MERGE FOR THE 30x30 NAT GEO EVENT, BABY!!!!! WOOOOOOO SHEET that feels good 😎

  • @FaithJRB
    @FaithJRB 2 роки тому +1

    Great video nice and clear. Thanks

  • @m.angelsfelipe7120
    @m.angelsfelipe7120 2 роки тому +1

    ¡Gracias!

  • @miguelcalejo1770
    @miguelcalejo1770 8 місяців тому

    The email address should be active like (mail to. email address click ctrl) or text adress will be enough? Thanks Chris

  • @akiaj1460
    @akiaj1460 8 місяців тому

    Hi Chris, enjoyed the video! I have a question: if I've added two email accounts to Outlook, is there an option to choose which email address the mail will be sent from?

  • @seifmuftiful
    @seifmuftiful 6 місяців тому

    Thanks. Can you send emails for specific contact in an excelsheet? Let's say sending emails to contacts in a specific city

  • @felipeclavijo1736
    @felipeclavijo1736 Рік тому +1

    amazing !

  • @dvalenciasmith
    @dvalenciasmith Рік тому +1

    Thank you for this tutorial. This is fantastic. Using email mail merge, can I send emails in Outlook on behalf of someone else that has given me access to send emails on their behalf?

    • @ChrisMenardTraining
      @ChrisMenardTraining  Рік тому

      I don't believe that is possible. I think it will show coming from you. What you could test is to do a MM with one email. Make the email your personal email to see what shows when you receive it.

  • @bigbearsflight
    @bigbearsflight Рік тому

    Hi Chris, Firstly thank you for making this Vid, Its excellent. Couple of things, 1/ I am using a mac, and ended up not having OUTLOOK as default so it didn't show up the Email Merge, :0) that sorted now.
    When I did do the merge the emails went to draft, I noticed that there was no email address showing, I may have formatted the file poorly, Its an XML I did select the correct column though.
    Do these need to be CSV or or some other format, Just need to get past this part and Im off and running. Thanks again for your time, Cheers. Malcolm

  • @CrossFitYog
    @CrossFitYog 2 роки тому

    Hi Cris ,
    Thank you for this email . I followed all steps but not working for me

  • @ditianastas8761
    @ditianastas8761 9 місяців тому +1

    This was very helpful, thank you! One question, how can I CC someone on these messages?

  • @adwoaokyere9783
    @adwoaokyere9783 2 роки тому +1

    Thank you for the video. How do I get personalized links from my excel sheet to be hyperlinked in the mail merge email?

    • @ChrisMenardTraining
      @ChrisMenardTraining  2 роки тому

      By default, that can't be done with a Mail Merge. You can add the url, but they aren't hyperlinks. It drive me crazy, but that is how it works.

  • @tutsecret499
    @tutsecret499 2 роки тому

    How about if I want cc and/or bcc to some recipients or to all recipients. I wonder why Word and Excel 365 still does not have this feature while some guys out there already created add ins, vba, etc.

  • @AhmedAli-bc1jd
    @AhmedAli-bc1jd Рік тому

    Great tutorial. i wanted to know if i would like to cc someone in the same email. how can we do that.

  • @ivelaye
    @ivelaye 2 роки тому +1

    Excellent!!

  • @IvankaHahnenberger
    @IvankaHahnenberger Місяць тому

    I am trying to figure out how to delay delivery or schedule delivery for a mail merge- all the tutorials I find have a merge and send option in their outlook, I do not and also I have tried to add a schedule date column but the merge ignored it. Can you help?

  • @kimberlyelliott8314
    @kimberlyelliott8314 Рік тому

    I followed your steps to the letter, both on Thursday and today. None of the emails went out, and none are showing in my sent folder. Any ideas?

  • @kylesnipes6190
    @kylesnipes6190 Рік тому

    I followed the video but I can’t find them in my sent folder. It showed them going out though. Where should I look?

  • @nadeembhoraniya430
    @nadeembhoraniya430 5 місяців тому

    Can we personalize the subject like organisation name and country name of each clint?

  • @JH-612
    @JH-612 12 днів тому

    Can you add a link within the body of the email?

  • @mlmc1863
    @mlmc1863 3 роки тому +2

    Thank you Chris - so helpful! Q: If I have more than one email box I "send" from, is there a way to specify which mailbox to send the merged emails from? Thank you!

    • @ChrisMenardTraining
      @ChrisMenardTraining  2 роки тому +1

      I'm in the same boat I have multiple email accounts in Outlook desktop. You have to change the default email account. I'll make a video on it this weekend.

    • @mlmc1863
      @mlmc1863 2 роки тому

      @@ChrisMenardTraining thank you!!

  • @timeoftheunicorn
    @timeoftheunicorn 11 місяців тому

    Did a mail merge and it clumped the email in 1 paragraph. The paragraphs from word and when it sends as an email is not recognized. I spaced it for 3 paragraphs and only 1 paragaraph shows on email sent.

  • @rockymountainluc
    @rockymountainluc Рік тому

    I am an author wanting to use email merge to send Query letters to potential literary agents, but I do not use Excel. Can I use a list I just made up, or one from my contacts?

  • @nadiakarenrodriguezsern4858
    @nadiakarenrodriguezsern4858 Рік тому +1

    Hi Chris, thanks for sharing this, is really helpful. A question I have is it possible to mail merge delayed emails? what I mean is using the merge tool but not sending them right way but scheduling them for the next day or so. Thanks.

    • @ChrisMenardTraining
      @ChrisMenardTraining  Рік тому +1

      Nadia, that isn't possible. Possibly with a 3rd party app, but not with my method.

  • @krispacey1162
    @krispacey1162 Рік тому

    I get a pop for each email saying I have to approve each one. I've turned off all security and it still makes me approve each one which is obviously time prohibitive. What settings to do use to prevent that?

  • @robertcoles4709
    @robertcoles4709 Рік тому

    Great! Good diction and speech.
    I experience an anomaly inserting a logo on top of the word document. The recipient(s) receive the blast with the picture duplicated. Once on top of the message as I intended and a duplicate at the bottom of the message.. ...
    An test email sent from Outlook, outside of the mail merge feature of word did not give me any problem.
    I tried with every picture format and I got the same undocumented feature...

  • @pipo3665
    @pipo3665 10 місяців тому

    Although I followed this exactly step by step, its still not sending emails... any advice?

  • @eliamassaad
    @eliamassaad 7 місяців тому

    good morning
    when i do all those steps you showed to us, it will receive a message of failing to send
    please may you help

  • @Supermodoz
    @Supermodoz Рік тому +1

    Thanks for sharing this
    Is it possible to have different topic for each mail?

    • @ChrisMenardTraining
      @ChrisMenardTraining  Рік тому

      In the body of the email yes, but if you are asking about the subject line, no. There are third party apps that allow different subject lines.

  • @jasonoverturf5569
    @jasonoverturf5569 2 роки тому +2

    Hi Chris, can you add a signature? If new emails get a signature by default is it added by Outlook as part of the email merge or do you need to include it in the Word source text?

  • @journaleditor1876
    @journaleditor1876 Рік тому

    Hi Chris. Your video was very clear. To be safe I did an initial test email to two email addresses that come to me. Outlook shows that they were sent but they are not coming into either inbox. Should I trust that they were sent and go ahead and send to my "real" email list?

  • @Zanzi-wl7nu
    @Zanzi-wl7nu 2 роки тому

    Thank such a easy video to follow. How do I send to multiple emails and cc as well for each row pls?

  • @Thatsmessedupman
    @Thatsmessedupman 2 роки тому

    Can you mail merge with the Mail with OneDrive that I set up when Windows 11 that uses my Yahoo or Gmail ?

  • @StevelasloBPC
    @StevelasloBPC Рік тому

    I need to know how you built multiple emails in excel for mail merge?

  • @kbee9324
    @kbee9324 2 роки тому +1

    Quick question! I have multiple mailboxes in outlook. How can I indicate and check that the email will send from the right account? Thank you for this fantastic video! I watched 5 different ones today, and this was the only one I found to be helpful enough to get me to the "ready to send" stage. :)

    • @ChrisMenardTraining
      @ChrisMenardTraining  2 роки тому

      Here is my video on changing the default account ua-cam.com/video/eCHl3qIYXss/v-deo.html

  • @rakesh9840
    @rakesh9840 Рік тому

    How can I choose my outlook email id, in case I have multiple email id added in my outlook. .. I want to send email from a one specific email id only, from my multiple id's.

  • @gabrielarita2673
    @gabrielarita2673 Рік тому +1

    I have tried it and worked. But it sends from my personal email. Can we choose to send these emails messages from a shared mailbox?

    • @ChrisMenardTraining
      @ChrisMenardTraining  Рік тому

      It will send from the default mailbox. Make the Shared Mailbox your default mailbox. I have a video on making an Outlook email the default. chrismenardtraining.com/post/mail-merge-how-to-change-default-sending-account-in-outlook

  • @watless100
    @watless100 3 роки тому

    Very helpful

  • @gradtechie
    @gradtechie 2 роки тому

    I tried this but even sheet my word shows then sent, my Outlook didn't get them

  • @ysennoun
    @ysennoun Рік тому

    I have a list of emails. Each recipient is required to teach on a given day per month. I wish to send automatic emails reminders 4 weeks, 3 weeks, 2 weeks, and one week prior to the date they Are due to teach. Can you do it? How please?

  • @JuggiJug
    @JuggiJug 2 роки тому +2

    Hi, I know this video is from a log time ago, so hope someone reads this and knows the answer.
    Can you specify which mailbox outlook will use to send the emails if you have more than one mailbox?

    • @ChrisMenardTraining
      @ChrisMenardTraining  2 роки тому +1

      I covered changing the default Outlook account in my blog post. chrismenardtraining.com/post/mail-merge-how-to-change-default-sending-account-in-outlook

  • @nirmalsharma5891
    @nirmalsharma5891 Рік тому

    Is it also possible to add someone in CC of all the mails while using mail merge?

  • @wisdomedozie2379
    @wisdomedozie2379 2 роки тому

    I followed the video step by step however it didn't work. What could be the reason?

  • @susyalcantar9228
    @susyalcantar9228 6 місяців тому

    How can I correct an email merge if I type a wrong word in the email?

  • @user-gj3ti4kb5p
    @user-gj3ti4kb5p 11 місяців тому

    Hi Chris, can we schedule mail merge using excel?