🏫 Learn the fundamentals of Excel in just 2 hours: kevinstratvert.thinkific.com ⏭ Watch next - playlist with all my free tutorial videos on how to use Excel: ua-cam.com/play/PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY.html 💁♂ Notes: 1) My original mail merge video that works out of the box (this does not show you how to include attachments, custom subjects, or cc / bcc others): ua-cam.com/video/_Efb_oMgxEs/v-deo.html 2) Merge Tools Add-in created by Doug Robbins that allows you to do a mail merge with attachments, custom subjects, and cc/bcc (it's free to download; however, if you find value, consider donating): onedrive.live.com/?cid=5AEDCB43615E886B&id=5AEDCB43615E886B!566 3) How to find your Word start up folder: www.addbalance.com/word/startup.htm 4) Access the sample Excel spreadsheet that I used: 1drv.ms/x/s!AmxrofZZlZ-whIFiB0tX-5l3xx1DRQ
Same for me - I am unable to find the merge tools add in. I can only view the READ ME and Look at me first documents. Can someone please help me with this?
Hey everyone, if you read that document it tells you to contact the author for a copy. If you read further into the document it tells you even if he send it to you, it's only a trial and you have to pay 30 bucks for it. Check it out, try it but also check out other solutions like Mail Merge Toolkit.
Hi. Thank you for the video. Please can you help with an issue I am getting with the tool. When I use the tool it loses the data in a field such as Greeting once I press the Merge with attachments button. I get no errors and in preview the names appear, but disappear back to «GreetingLine» at this final stage. Is there something else I need to do?
Just found this today, and it is a great blessing. Saved me from manually sending 600+ emails. I will certainly be considering sending a gift to the author.
I truly don't know what is more wonderful...Kevin's tutorial or Doug's add-in tool or Doug's willingness to assist til it works the way it's supposed to. Absolutely thrilled with how helpful the combination is in facilitating what used to be so painful to administer manually!!! THANKS A MILLION TO BOTH OF YOU!
4 years on, and I have to ask why hasn't his been incorporated into Office natively?!? Thank you SO MUCH for this video, Kevin. You (and Doug) have saved my office!
Kevin - Great video ... many thanks for sharing ... one opportunity for improvement: even after setting a second email account as the DEFAULT in Outlook - Outlook would NOT send my mail merge from the selected email account ... I had to do this to fix that problem: in Outlook I had to select FILE/ OPTIONS/ MAIL/ SEND MESSAGES and then tick the box next to "Always Use the default account when composing new messages" ... and then it worked like a champ. Doug was very responsive and helpful to a problem I was having with his tool ... looks like the problem was between the chair and the keyboard - and I've solved that problem!!!
I wish I found this sooner! This is exactly what I needed. What a time saver. The only issue for me is from my laptop, the window with the merge tools is too big and I can't see the bottom buttons to continue. I can't shrink it or move it far enough up to see. I finally moved my taskbar to the side and was able to click the button to finish the last step.
THANK YOU for creating this tool and showing us how to use it. I have a couple of questions about it: - How do we add 2 or more attachments for some recipients? i.e., when we want to email clients with 2+ invoices overdue - How can I enter more than 1 recipient in the To field (not in the CC or BCC). Thanks again!
In the data source, you need columns containing the path\filename for each of the attachments. It does not matter if for some of the records, those columns are empty. Then at the top of the Merge with Attachments dialog, you need to select each of those fields and use the Add button to move it to the listbox on the right.
Hey Kevin, this add-in is fantastic and I see there are more options under the menu "Merge Tools" that I would love you to explore in a separate video. I hope you like the idea
Thanks Kevin for introducing to this great tool and explaining how to use it. Superb Job by Doug Robbins who is also super responsive to your mails. He helped me with a message free version and also responded to my queries very promptly. I used this tool to send bulk official mails with multiple unique files (not same number of unique files shared with everyone) and a common file as attachments, multiple emails in CC. This works like a charm! God bless you Doug for creating this time saving tool for many of us.
Wow. I have been looking for YEARS! for a way to add attachments to mail merges. Somehow this UA-cam video never came up in my searching. This is terrific. Now I just need to get my invoice generator to create separate files for my customers lol. Currently it is setup with an MS mail merge to roster (or something) to produce one giant file. That worked for years because we always printed and snail mailed. But, baby steps. Thanks so much for the very thorough walk through.
You may be able to use the Many to One facility to both generate your invoices and email them to your customers. Contact me at the address in the instructions if you need assistance.
Do you have any job vacancy I can easily handle the work on your messages by using these tools. I appreciate if you refer me to someone and Thanks for taking time to see my reply 😊🙂😊🙂
This is perhaps the most useful video on UA-cam! I loved it, learned a ton of very useful information and can't wait to Mail Merge my heart out. Thank you!
Thank you for the tutorial! I'm encountering a bit of an issue and could use some guidance. I'm working on integrating the SendGrid Email API with the Merge Tool, but I'm running into a compatibility problem. The Merge Tool initiates the email sending process, but no emails appear in my outbox. I'm unsure whether it's a configuration issue or something else. Any insights would be greatly appreciated.
This was exactly what I needed to get an administrative task done. There were a couple of details in the instruction sheet I had to reference to get my Excel file to work with it, but worked like a dream after that! Thank you!
Awesome Video! Very useful tool! Just wanted to say that I used Doug Robbins tool for a while and found it very useful but then my 'trial' expired and in order to continue using it I have to pay 25$
I just want to say as a new hire in an office setting that I find this amazing and am really looking forward to using it! Thank you very much for making the video!
Just loving these videos Kevin. You totally saved me and my boss a TON of work recently, with the basic email merge. I'm listening to this one now because I wanted to learn about including cc/bcc emails. Thanks again! *from Australia!*
This tutorial and merge tool has been an absolute LIFESAVER for me this past year. After my free trial, I bought the paid version because I can't imagine my life without it! One question - finally using this to send individualized attachments and I'm running into an error with the file location name. I keep getting a prompt saying ".docx: file format is not valid". Can anyone help?
Kevin & Doug thanks for this video it has been a massive help with communicating with parents at my school. It has made communication so much easier. Thanks 👍😁
This tool and video has been so helpful. Something that the video doesn't mention, that is perhaps a newer feature added by Doug, is that you can choose to save the outgoing emails to Drafts and not send them right away. I really love this feature so I can check that they emails look correct before sending.
Thanks so much Kevin and Doug. This is exactly the tool I needed. Really got me thinking of some highly complex emails I can send to really help my customers get content that they'll care about!
Awesome!! This macro developed by Doug is very useful. Thanks a ton to both of you; I was able to attach custom files and CC and BCC I had been struggling for ages to get this done. Wonder why Microsoft does not have these as standard features in Word.
Found this a while ago, been procrastinating watching it, thanks so much. Now I can send the emails I need to send out😅. Oh and Doug, if you ever get to see that, you the man bro.
Great work Kevin & Doug, this makes it much easier to convince my sporting club of the merits of this enhanced Mail Merge. Is there any chance, Kevin, that you could add a bit about email send limits, particularly the high number of emails that issue in a very short time? Some/most/all mail clients and ISPs are very protective of what might be seen by them as spam.
You should be able to avoid running foul of your mail service provider by using the Defer Sending option which, in addition to allowing you to set the time at which the first message will be sent, allows you to set an interval that will elapse between each message being sent.
@@dougrobbins5699Hello Sir and thanks a lot for the great help and saving lives :D. although i tried googling it a lot, it's just i can't seem to find a way "to set an interval that (e.g. 2 minutes) to elapse between each message being sent" or setting a "sending frequency" in outlook. any help/guidance on this matter is much appreciated. thanks again.
Thank you this tool is exactly what i have been looking for. The tool caused Word to crash on my main desktop PC. I tried several times, I think this might be due to Word already having a range of macros installed. Anyway, I installed the tool on a laptop with a clean installation of office 365 and it works great. Thanks to Doug for creating this, and Kevin for an excellent tutorial
I'm having a few issues using this. whenever I try to send the mail. It just closes and asks if I want to reopen the file and doesn't send the emails. Any help would be greatly appreciated
Hello Kevin, this is an amazing video. However, there is something wrong, by choosing "send now", I didn't find any emails sent. By clicking "save in the draft", I did find several emails in the draft folder, but they cannot be sent out manually. the outlook keeps tell me to try again later. what am I missing? Thank you in advance.
Are you using the “New Outlook”? The “New Outlook is just a re-badged version of Windows Mail and like its predecessor, it does not support automation and hence will not send the messages created by the MergeTools Add-in. If that is what you are using, you will need to switch to the original Outlook by using the toggle switch at the top right of the Outlook Window Be aware, that any messages that you had tried to send will have been placed in the Outbox of the original Outlook and they will be sent as soon as you revert to that version of Outlook. If you do not want that to happen, you should put Outlook off-line, or disconnect your computer from the Internet. To put Outlook off-line, go to Send / Receive and click on Work Offline
PSA: Be *CAREFUL* with the spreadsheet! _Only_ include who you want to email in the spreadsheet! I wanted to send out an attachment to a specific population of my entire list of customers. I started the mail merge and selected the excel file with all my customers. After selecting the file, it allows me to choose the recipients. So I used the filter tool and was meticulous in only including the exact population intended. Afterwards, I previewed the letters and everything looked perfect. So I went ahead and used the Merge Tools to add the attachment and sent it. The problem is that it *SENT TO EVERYONE* in the spreadsheet! It did not send to only the folks visible in the preview that were filtered previously. It sends to everyone on the spreadsheet. So long story short, if you decide to use this, which I encourage you to since it's great tool otherwise, PLEASE learn from my mistake. Before you begin the process, ensure that you _ONLY_ include who you want to email in the spreadsheet. You cannot filter out people like you normally can within the Mail Merge of Word like you can for normal merges. HEADS UP!!!!
Sorry about that. However as indicated in the second item in the Notes section of the READ ME - Setting up and using the Merge Tools Add-in.pdf: 2. The Merge Tools utilities do NOT recognise any filtering of the data set up via the Edit Recipient List facility. If there is a need to process only some of the records in the data source, add another column and populate the cells in that column with either a 0 or a 1 and then sort the data by that column so that the records that are to be processed are located at the top of the worksheet. Then, insert an empty row after the last row of data that is to be processed. The processing of the records will stop when it comes to that row.
@@dougrobbins5699 No need to apologize! Like I said in my first comment, it was _my_ mistake! I only wish it was mentioned in the video, it would've saved me the embarrassment of having to tuck my tail between my legs and tell my boss I thoroughly _messed up!_ 😅😂 That being said, *thank you* for the brilliant tool. It amazes me that people can design such helpful tools that work almost as if it were part of the program! Great work!
@@dougrobbins5699 I've been using your add-in for the last couple of years (and I am so appreciative!!). I just went to use it today and it's not longer working, I'm getting an error when I try, is there any chance there is an update or a fix? (Run time error "50290": Application-defined or object-defined error)
@@goneABROAD A "Run-time error 50290 Application-defined or object-defined" may occur If there are problems with the data that is to be used as the filename for files that are to be created by the utilities. Check for characters in that data that cannot be used in filenames such as: # pound, % percent, & ampersand, { left curly bracket, } right curly bracket, \ back slash, * asterisk, < left angle bracket, > right angle bracket, * asterisk, ? question mark, / forward slash, $ dollar sign, ! exclamation point, ' single quotes, " double quotes, : colon, ; semi-colon, + plus sign, ` backtick, | pipe, = equal sign.
Hi Kevin, Your tool is helping alot, thanks for making others life easy. Can you tell if we have utilised the tool 20 times, how we can use it afterthat. It will be a great help, thanks in advance.
@@muhammadubaid7265 friend was unable to get the mail merge completely....at last step found some error.....but tried and tried and succeeded.....thanks for revert
Thank you so much for this! I have used this now at work several times to get through these steps successfully, so happy with the results, you and Doug are true gems, thank you!
Thankyou so much, attempting my first mass mail merge in my new job - watching your video (twice) & downloading Doug's add-in had me looking like a pro in 30 minutes.
Great post - I've been sweating over this for a few days now. is there a limit in how many email addresses you can send in one go? I am looking at a project with 2-3000 line entries (over several columns). Having tested it with 9 entries, I keep getting a Word error message: 5941 The Requested Member of the collection does not exist. - any suggestions?
A 5941 - The requested member of the collection does not exist error will occur: 1. When using the Many to One utility, if the "Group" bookmark is missing from the table in the Mail Merge Main Document into which the child data is to be inserted. 2. When using the Merge with Charts utility, if the “Chart” bookmark is missing from the table in the Mail Merge Main Document into which charts are to be inserted If you cannot sort it out, send a copy of the mail merge main document and the data source to me at dougrobbinsmvp@gmail.com and I will investigate the issue.
Hi Kevin, Your Videos are excellent. Thanks for Creating them. Can I ask a question, If I have a large email list and I want to send them emails using mail merge - am I likely to be classed to be a spammer? Or should I limit my lists to 1 or 2 hundred emails. Thanks
You can probably avoid being treated as a spammer by using the Defer Sending facility of my MergeTools Add-in, which, in addition to allowing you to specify when the first message will be sent, also allows you to specify an interval between each of the messages being sent. By setting that interval to 3 seconds, you can avoid exceeding the limit of 30 messages per minute that may be imposed by a Microsoft Exchange account.
Hello there, Merge Tools Add-in is fantastic. I had used it successfully in 2021. I downloaded the latest version, 2022, which is better for checking some things before sending an email. I am trying to send an email with a personalized attachment. I tried so many times. But it did not work. When I click send, it does nothing. It just shows the progress bar and not sending an email. We are a non-profit organization. Can you please help me with that? I appreciate your help. Thank you so much. Warm regards. Nilesh
Thank you Kevin explaining mail merging with attachment succinctly, I was investigating in last couple of days how to do mail merge with attachment and could not find solution save to add Add-Inn Macro. Big thank to Doug too.
I'm going to echo @Michelle Powe in this set of comments: thank you, Kevin, for letting us know about Doug Robbins's MergeTools add-in to Microsoft Word/Outlook. And Doug, thank you for such a carefully-coded (with meaningful error codes when there is a problem in your dataset, what a bonus!) and documented resource. I needed it in order to send unique attachments to individuals in a set of email recipients. It is a carefully coded resource and more-than-worth the payment for a non-trial version. Thank you, both of you!
Young Man...I'm Old, and this stuff is new to me...LOL! Thank you for your direct, concise and clear instruction. Most Greatly Appreciated! Please continue to serve. Thank You!
Installed the tool, followed the instructions which are very clear and straight to the point, however I got a message when clicked continue to send emails that this tool is a trial version and it ended. Any tips?
I have a business case wherein I need to send multiple custom attachments to several people. Does the plugin allow that? If yes, can you please guide me on how to achieve this? The requirement is - Receipient1 -> Attachment 1, Attachment 2,... Receipient2 -> Attachment 7, Attachment 8,... Receipient3 -> Attachment 9, Attachment 20,... and so on....
You will need separate fields in the data source in which you insert the path\filename of each of the attachments. Then, in the Merge with Attachments dialog, you select each of those fields from the list on the left and click on the Add >> button to move the fields to the list on the right.
I've been using this add-on for a number of years! Truly helped me advanced my career, and today all of a sudden the ribbon vanished from the top of my MS Word doc. Help! I tried re-installing the file, but its in the location of the startup folder as usual, the menu in the ribbon is just not showing anymore. I have no clue how to fix this!
Firstly. Thanks so much, Doug and Kevin for your knowledge, time, and expertise with this Add-on. Please advise if this works only when you open explorer. Much Appreciated.
Hi Pauline, Assuming that you have installed the add-in in the Word Startup folder, It is not necessary to have the File Explorer (or Internet Explorer) open. It is usually best to have Outlook open if you are using one of the destinations that involves the use of email.
Tons of thanks, Kevin! Great video, you are awesome. I have a quick question, is it possible to add more than 1 person in CC? i tried to add 2 persons but it didn't work. Hope your comments. Thank you
You can add multiple addresses into the fields in the data source used for the To, CC, and\or BCC if you separate each of the addresses in those fields with a semi-colon. Make sure that you do not have a semi-colon after the last email address in any of those fields.
Thank you so much for this tutorial Kevin, and Doug Robbins for making this macro available! I was able to do 2 runs successfully until I started getting the following error message "Run time error 5824 - Insufficient memory or disk space", which Doug also provided feedback in MS forum and is all fixed now. Feeling thankful!
Unfortunately, the implementation of Visual Basic on a Mac is not the equivalent of its implementation on a Windows computer, and as a result, my Merge Tools Add-in cannot be used on a Mac. However, Kevin Stratvert's UA-cam video at ua-cam.com/video/Nl5AoLusNR4/v-deo.html demonstrates a method of mail merging with attachments that can be used with any type of computer.
I wanted to thank the uploader of this video and especially Doug Robbins who created the Mail Merge tool I am really sorry I can't donate to you right now. But you have my sincere thanks. Really wonderful tool.
Hi, is there a shortcut trick - to getting the Invoice Location into your Excel Sheet? Or did you have to Insert Link for every customer you want to email? You can understand better if you fwd to 2:33min
Consider whether by using the Merge to Email as PDF Attachment destination, you can both create the invoices and email them in a single operation. If that is not possible, in the File Explorer, select the invoices and if using WIndows 11, right click and then left click on Copy as Path (in WIndows 10, hold down the SHIFT key while right clicking and the left click on Copy as Path). Then go to the column in your data source and use CTRL+V to paste the path\filename of the invoices into that column. NOTE, YOU MAY NEED TO DO SOME SORTING TO GET EACH INVOICE ALIGNED WITH THE RELEVANT RECORD.
Add the email address of each recipient to the field in the data source that you use for the email address, with a semi-colon between each of the addresses.
Hi Kevin, any chance you could do an update video for this? I can't even get started with this. His two pages of instructions say to save your first letter as a draft by clicking Save To Drafts - Merge Tools Folder radio button.... I have no idea what he's talking about. If I just try to use it as you were showing in the video it crashes Word as soon as I click the Merge With Attachments option.
Kevin - very informative! Question: send selecting 'Send to Draft folder' vs 'Send Now' on the last step of the Mail Merge process (thinking that I want to proof ONE more time before sending), is it possible to then bulk send the emails from your Draft folder? Or do you have to individually send out every email from your Drafts?
Seems like a great tool but after following the instructions, I get a Microsoft Visual Basic Run-time error '13'. Type mismatch. Any Suggestion? Thanks.
A Run Time Error 13 - Type mismatch will occur if: 1. There is only one field in the data source; 2. There are no mergefields in the main document; 3. The data in the field that contains the path\file names for attachments contains characters that cannot be used in a filename such as an apostrophe; 4. The incorrect path separators have been used in the data in the field that contains the path\file names for attachments. 5. There are empty columns or empty rows before the start of the data in the data source. 6. The result of a calculation in an Excel data source returns one of the following errors: #DIV/0!, #NAME?, #N/A, #NUM, #VALUE!, #REF!, #NULL, #SPILL!, #CALC! The type mismatch error will occur whether or not the field (column) containing that error is used in the mail merge main document. If you cannot sort it out, send a copy of the mail merge main document and the data source to me at the address in the instructions and I will investigate the issue.
Very helpful. Thank you so much. I've been looking for a way to do this with Outlook and Word. Before that I used Thunderbird and the mail merge addon there. This is super easy and convenient, and saves a lot of time.
would it be possible to use this to add html attachment? I want a nicely formatted email with a poster that I created without workarounds. is this even possible?
Thank you Kevin and Thank you Dough for giving me personal guidance with regards of my mailmerge issue. I had a quick zoom call with Dough today and he helped me to navigate and guide me on how to complete my mailmerge. Trillion of Thank you for the help and for the time as well! This is really helpful
Hey Kevin and Doug, The video is great. Is there any possibility that these mails will be marked as spam if you use this way for about 1,000 mails? Thanks for your anser
That would depend on measures adopted by your mail service provider. However, you could probably avoid running foul of such measures by using the Defer Sending option, which, in addition to allowing you to set when the first message will be sent, also allows you to specify an interval that will elapse between each message being sent. By doing that, you could avoid your mail service provider being hit with a "blast" of probably identical sized messages that might trigger some adverse treatment.
Great tool and I think I did everything right, but nothing is showing up in my Sent Outbox. I even went through most of the process a 2nd time to be sure my email address was correct. It showed that 389 records processed. Are they hiding someplace or did I do something wrong. Not getting any out of office notifications in my InBox either. Help!
If you have a field in the data source that contains the text for the subject, there is a "Data Source contains Subject Field"check box on the Merge with Attachments dialog, which, if checked, will cause a combobox to be displayed from which the field that contains the subject text can be selected. There is then an option to add some fixed text that will appear either before, or after, or both before and after the text from the subject field.
Hi, Nice to learn, I am new to Excel, i am working in Publications in India, I have to create claim letter for 30 NAs for every month, and for each agent have different sub centres and every month freight and handling chargs vary from every NAs, is it possible on mail merge for doing this, can you help me.
Thanks Kevin, this is really helpful. I now need to email each individual certificate to different email addresses. I have over 100 certificates to email out every month to different email addresses. Is there a simple enough way to do this? Your next video explains how to send personalized documents that are individually saved to different email addresses but if I save the mail merged certificates that I've created, it saves in one document. Hope you can help!
If you have a data source that contains the data for the certificates and also the email addresses of the recipients, if you use the Merge to Email as PDF Attachment destination when you have the Certificated document as the mail merge main document, you can have the Merge with Attachments facility both create the individual certificates and email each one to the recipient, under cover of an email message that you compose, or paste into the control for the covering email message, all in the one operation. If you need assistance getting it set up, contact me at dougrobbinsmvp@gmail.com and I will help you. Best if you send me a copy of the certificate mail merge main document and the data source.
Hi Kevin, thanks for sharing the mail merge with attachment. However, I have two questions are how can you upload your PDF file that you had saved on Desktop to Excel sheet, secondly is can we still upload the PDF file in "this PC under Document" to Excel sheet and how can do that. Thanks for your time & help!
In the file explorer, select the files whose path and filename you want to include in the Excel Sheet and then hold down the SHIFT key and right click and then click on "Copy as Path". Then go to the Excel sheet and with the selection in the appropriate cell, use CTRL+v to paste. NOTE: the order of the files and the records will need to match if the correct attachment is to be sent to the recipients. NOTE also that depending upon what you have in the attachments, it may be possible by using the Merge to Email as PDF Attachment option when you have a suitable mail merge main document and data source to have the Merge with Attachments facility create each pdf file and sent it to its intended recipient in a single operation. Contact me at the email address in the instructions if you need assistance with that.
Hi Kevin and Doug, just want to say a massive thank you! I have used this video and add on tool a couple of times now and it works great for my company needs. Thanks :)
Thanks Kevin and Doug! This is an amazing tool! But I’m facing a problem, when I tried to send mass email like few hundreds emails with the same attachment but it only successfully sent 10 emails, may I know is it just me having this issue?
If only 10 messages were sent, there is probably an issue with the 11th record in the data source. Contact me at the address in the instructions and I will try to help you.
Hi Kevin! thanks for sharing this video. I have a question, if I need to send 200 emails with attachment, will I have to manually insert links 200 times in excel?
If the same attachment is being sent to all recipients, rather that inserting the path\filename.extension of the file, that is to be attached, into the data source, use the "Browse for attachments to be included with all messages" button on the Merge with Attachments dialog to select the attachment(s).
@@dougrobbins5699 Thank you so much for your reply. However, I have to send different files to every person, one specific for them such that each file is unique. Will I have to copy and paste 200 locations for this to work? Is there a way I could do that more efficiently?
@@suranshii How were the unique files created? It is quite possible that by using the Merge to Email as PDF Attachment destination that, with a suitable mail merge main document and data source, the Merge with Attachments utility could both create each individual file and send it to its intended recipient in a single operation. Failing that, if you select all of the files in the File Explorer and then (in WIndows 10, holddown the Shift Key and ) right click and then left click on Copy as Path and then move to the Excel Data Source and in the appropriate column used CTRL+V to paste, the path\filename.extension of each file will be pasted into Excel. You may then need to sort the list of files to get them into the order that matches the order of each fo the intended recipients.
Hello Kevin, this is an incredible tool. However, I need help, after following the tutorial, I don't find any emails sent or anything in the outbox, what am I missing? I have gone through it thrice. Thank you in advance.
•Did you select the Send Now radio button before clicking on Continue? If not, the messages would have been saved to a Merge Tools folder inside the Outlook Drafts folder and you would need to click on the > to the left of Drafts to open that folder so that you can see the Merge Tools folder inside it.
If you have multiple email accounts set up in Outlook, you will need to locate the Drafts folder that has the > before >Drafts, which may not be the Drafts folder for the account that you may expect it to be.
Kevin This is a great video extremly helpful! I was wondering how you can do this and also have the attachments have inserted fields from a excel sheet. for example lets use the invoices that were attached in the end of the video. Is there a way to have those attachments have auto poplulated feilds from excel? I hope this question makes sense and some one can answer this.
Thank you soooo much, I was panicking because I had to send over 1200 emails with the attachments, and a collegue of mine said the only way was to send one by one LOL. This saved meeeeee! This was perfect
Thank you Kevin and Doug for the wonderful video who are looking for mass emailing option. But Before I attempt, would like to check, is there a way like addon or plugin for email verification before we send out just to be sure. Else domain ranking will impact with out checking. Hope to hear your update soon.
The Check Data for Email Addresses utility in the Pre-Merge Data Check Utilities section of the MergeTools tab of the ribbon will check that the data in the fields for the email addresses is in the right format. It however does not check that the email addresses are valid and there is no way of doing that, other than by sending the messages and watching for an "Undeliverable message" notifications.
Hi, thanks for this video. I keep getting an error message "Cannot find this file. Verify the path and file name are correct". I'm unsure what could be causing the error. I'm wondering if it's because I tried using more than one email address in the CC field?
Doug & Kevin, I use a Macbook Air that has office 365 subscription - can I use the mail merge tool with my word for mac? OR do i need to use Parallels, load Windows, & use Office 365 for Windows?
Great video! I have downloaded the tool and would like to send the mail merge out from a shared mailbox but the messages are getting stuck in the outbox. Is there a way to send the messages from a shared mailbox?
Could you please help me getting answer for below queries? And let me thank Mr.Doug for such an amazing to tool. My queries What is the pricing of this tool? Is the licence we get on payment is perpetual? If we pay once, do we get free future updates or do we have to pay again in future to get updates? Do we have to pay for each pc? What if i change the pc? Do I have to pay again? Also thanks to Mr. Doug for such an amazing tool and Kevin for introducing the tool to us.
🏫 Learn the fundamentals of Excel in just 2 hours: kevinstratvert.thinkific.com
⏭ Watch next - playlist with all my free tutorial videos on how to use Excel: ua-cam.com/play/PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY.html
💁♂ Notes:
1) My original mail merge video that works out of the box (this does not show you how to include attachments, custom subjects, or cc / bcc others):
ua-cam.com/video/_Efb_oMgxEs/v-deo.html
2) Merge Tools Add-in created by Doug Robbins that allows you to do a mail merge with attachments, custom subjects, and cc/bcc (it's free to download; however, if you find value, consider donating):
onedrive.live.com/?cid=5AEDCB43615E886B&id=5AEDCB43615E886B!566
3) How to find your Word start up folder:
www.addbalance.com/word/startup.htm
4) Access the sample Excel spreadsheet that I used: 1drv.ms/x/s!AmxrofZZlZ-whIFiB0tX-5l3xx1DRQ
Hey. I cannot find the merge tools addin you shared. It's showing empty can you please help on this
Same for me - I am unable to find the merge tools add in. I can only view the READ ME and Look at me first documents. Can someone please help me with this?
Hey everyone, if you read that document it tells you to contact the author for a copy. If you read further into the document it tells you even if he send it to you, it's only a trial and you have to pay 30 bucks for it. Check it out, try it but also check out other solutions like Mail Merge Toolkit.
The files are taken off
Hi. Thank you for the video. Please can you help with an issue I am getting with the tool. When I use the tool it loses the data in a field such as Greeting once I press the Merge with attachments button. I get no errors and in preview the names appear, but disappear back to «GreetingLine» at this final stage. Is there something else I need to do?
Just found this today, and it is a great blessing. Saved me from manually sending 600+ emails. I will certainly be considering sending a gift to the author.
I truly don't know what is more wonderful...Kevin's tutorial or Doug's add-in tool or Doug's willingness to assist til it works the way it's supposed to. Absolutely thrilled with how helpful the combination is in facilitating what used to be so painful to administer manually!!! THANKS A MILLION TO BOTH OF YOU!
Yeah. I can't believe a private person had to create this and Microsoft didn't have it. Pathetic
@@jankutac9753 Absolutely crazy🤯
4 years on, and I have to ask why hasn't his been incorporated into Office natively?!? Thank you SO MUCH for this video, Kevin. You (and Doug) have saved my office!
Kevin - Great video ... many thanks for sharing ... one opportunity for improvement: even after setting a second email account as the DEFAULT in Outlook - Outlook would NOT send my mail merge from the selected email account ... I had to do this to fix that problem: in Outlook I had to select FILE/ OPTIONS/ MAIL/ SEND MESSAGES and then tick the box next to "Always Use the default account when composing new messages" ... and then it worked like a champ.
Doug was very responsive and helpful to a problem I was having with his tool ... looks like the problem was between the chair and the keyboard - and I've solved that problem!!!
Where to see that option button? I've been looking for it for few hours. I'm crying
Most sincere thanks to Kevin for this tutorial & to Doug for the plug-in, best wishes to you both.
One of the "BEST" help tutorials on youtube! Thanks Kevin and Doug!
Cannot agree more. Thanks Kevin and Doug!
I wish I found this sooner! This is exactly what I needed. What a time saver. The only issue for me is from my laptop, the window with the merge tools is too big and I can't see the bottom buttons to continue. I can't shrink it or move it far enough up to see. I finally moved my taskbar to the side and was able to click the button to finish the last step.
THANK YOU for creating this tool and showing us how to use it. I have a couple of questions about it:
- How do we add 2 or more attachments for some recipients? i.e., when we want to email clients with 2+ invoices overdue
- How can I enter more than 1 recipient in the To field (not in the CC or BCC).
Thanks again!
In the data source, you need columns containing the path\filename for each of the attachments. It does not matter if for some of the records, those columns are empty.
Then at the top of the Merge with Attachments dialog, you need to select each of those fields and use the Add button to move it to the listbox on the right.
Kevin, you have no idea how technical this process is but your tutorial made it that easy!!! You are simply the best... Thank you
Hey Kevin, this add-in is fantastic and I see there are more options under the menu "Merge Tools" that I would love you to explore in a separate video. I hope you like the idea
You cant imagine who much time this tutorial has saved. Many Many thanks for this. This was very easy to follow
Thank you so much for creating this tool, Doug, and for the amazing, straight to the point tutorial, Kevin.
Thanks Kevin for introducing to this great tool and explaining how to use it. Superb Job by Doug Robbins who is also super responsive to your mails. He helped me with a message free version and also responded to my queries very promptly. I used this tool to send bulk official mails with multiple unique files (not same number of unique files shared with everyone) and a common file as attachments, multiple emails in CC. This works like a charm! God bless you Doug for creating this time saving tool for many of us.
I was not as successful, no email sent, what could i be doing incorrectly?
Wow. I have been looking for YEARS! for a way to add attachments to mail merges. Somehow this UA-cam video never came up in my searching. This is terrific.
Now I just need to get my invoice generator to create separate files for my customers lol. Currently it is setup with an MS mail merge to roster (or something) to produce one giant file. That worked for years because we always printed and snail mailed. But, baby steps. Thanks so much for the very thorough walk through.
You may be able to use the Many to One facility to both generate your invoices and email them to your customers. Contact me at the address in the instructions if you need assistance.
Life changing for me! I've been trying to figure this out for years. Even my I.T. department couldn't seem to help. You're my new hero.
Do you have any job vacancy I can easily handle the work on your messages by using these tools. I appreciate if you refer me to someone and Thanks for taking time to see my reply 😊🙂😊🙂
This is perhaps the most useful video on UA-cam! I loved it, learned a ton of very useful information and can't wait to Mail Merge my heart out. Thank you!
@Wendy Shaya hello , how can i send lots of email 10-15 k email per day?
Thank you for the tutorial! I'm encountering a bit of an issue and could use some guidance. I'm working on integrating the SendGrid Email API with the Merge Tool, but I'm running into a compatibility problem. The Merge Tool initiates the email sending process, but no emails appear in my outbox. I'm unsure whether it's a configuration issue or something else. Any insights would be greatly appreciated.
Where has this video been my whole professional life!? Love the video, keep up the amazing work!
This was exactly what I needed to get an administrative task done. There were a couple of details in the instruction sheet I had to reference to get my Excel file to work with it, but worked like a dream after that! Thank you!
Awesome Video! Very useful tool! Just wanted to say that I used Doug Robbins tool for a while and found it very useful but then my 'trial' expired and in order to continue using it I have to pay 25$
I just want to say as a new hire in an office setting that I find this amazing and am really looking forward to using it! Thank you very much for making the video!
Just loving these videos Kevin. You totally saved me and my boss a TON of work recently, with the basic email merge. I'm listening to this one now because I wanted to learn about including cc/bcc emails. Thanks again! *from Australia!*
Fron Aus as well, and have just had exactly the same experience as you!! I am so greatful for this add in
This tutorial and merge tool has been an absolute LIFESAVER for me this past year. After my free trial, I bought the paid version because I can't imagine my life without it!
One question - finally using this to send individualized attachments and I'm running into an error with the file location name. I keep getting a prompt saying ".docx: file format is not valid". Can anyone help?
Kevin & Doug thanks for this video it has been a massive help with communicating with parents at my school. It has made communication so much easier. Thanks 👍😁
I can't find a word to express my feelings after watching your video. thank you soooooooo much for sharing this video, it helps a lot!!!
This tool and video has been so helpful. Something that the video doesn't mention, that is perhaps a newer feature added by Doug, is that you can choose to save the outgoing emails to Drafts and not send them right away. I really love this feature so I can check that they emails look correct before sending.
Thanks so much Kevin and Doug. This is exactly the tool I needed. Really got me thinking of some highly complex emails I can send to really help my customers get content that they'll care about!
Awesome!! This macro developed by Doug is very useful. Thanks a ton to both of you; I was able to attach custom files and CC and BCC I had been struggling for ages to get this done.
Wonder why Microsoft does not have these as standard features in Word.
This video was incredibly helpful. Thank you. Please create a video on the many-to-one mail merge if not already done so.
Contact me at the address in the instructions if you need assistance.
This is really *the* mail merge functionality I have been missing for a long time. Thanks so much Kevin and Doug!
i've tried this method, but it jumps out error 91 when i click on email with attachment, anyway that i could fix this ?
Im facing the same issue, did u find a solution
Found this a while ago, been procrastinating watching it, thanks so much. Now I can send the emails I need to send out😅. Oh and Doug, if you ever get to see that, you the man bro.
Great work Kevin & Doug, this makes it much easier to convince my sporting club of the merits of this enhanced Mail Merge. Is there any chance, Kevin, that you could add a bit about email send limits, particularly the high number of emails that issue in a very short time? Some/most/all mail clients and ISPs are very protective of what might be seen by them as spam.
You should be able to avoid running foul of your mail service provider by using the Defer Sending option which, in addition to allowing you to set the time at which the first message will be sent, allows you to set an interval that will elapse between each message being sent.
@@dougrobbins5699Hello Sir and thanks a lot for the great help and saving lives :D.
although i tried googling it a lot, it's just i can't seem to find a way "to set an interval that (e.g. 2 minutes) to elapse between each message being sent" or setting a "sending frequency" in outlook. any help/guidance on this matter is much appreciated. thanks again.
This is so exciting - literally hours of my life could be saved here. Awesome video!
Thank you this tool is exactly what i have been looking for. The tool caused Word to crash on my main desktop PC. I tried several times, I think this might be due to Word already having a range of macros installed. Anyway, I installed the tool on a laptop with a clean installation of office 365 and it works great. Thanks to Doug for creating this, and Kevin for an excellent tutorial
I'm having a few issues using this. whenever I try to send the mail. It just closes and asks if I want to reopen the file and doesn't send the emails. Any help would be greatly appreciated
this is what's happening to me as well!
@@alexlai6302 me too
Contact me at dougrobbinsmvp@gmail.com and I will help you sort it out.
@@avigailcotton1882 Contact me at dougrobbinsmvp@gmail.com and I will help you sort it out.
Ever get this solved? same issue
Hello Kevin, this is an amazing video. However, there is something wrong, by choosing "send now", I didn't find any emails sent. By clicking "save in the draft", I did find several emails in the draft folder, but they cannot be sent out manually. the outlook keeps tell me to try again later. what am I missing? Thank you in advance.
Are you using the “New Outlook”?
The “New Outlook is just a re-badged version of Windows Mail and like its predecessor, it does not support automation and hence will not send the messages created by the MergeTools Add-in.
If that is what you are using, you will need to switch to the original Outlook by using the toggle switch at the top right of the Outlook Window
Be aware, that any messages that you had tried to send will have been placed in the Outbox of the original Outlook and they will be sent as soon as you revert to that version of Outlook. If you do not want that to happen, you should put Outlook off-line, or disconnect your computer from the Internet.
To put Outlook off-line, go to Send / Receive and click on Work Offline
PSA: Be *CAREFUL* with the spreadsheet! _Only_ include who you want to email in the spreadsheet! I wanted to send out an attachment to a specific population of my entire list of customers. I started the mail merge and selected the excel file with all my customers. After selecting the file, it allows me to choose the recipients. So I used the filter tool and was meticulous in only including the exact population intended. Afterwards, I previewed the letters and everything looked perfect. So I went ahead and used the Merge Tools to add the attachment and sent it. The problem is that it *SENT TO EVERYONE* in the spreadsheet! It did not send to only the folks visible in the preview that were filtered previously. It sends to everyone on the spreadsheet. So long story short, if you decide to use this, which I encourage you to since it's great tool otherwise, PLEASE learn from my mistake. Before you begin the process, ensure that you _ONLY_ include who you want to email in the spreadsheet. You cannot filter out people like you normally can within the Mail Merge of Word like you can for normal merges. HEADS UP!!!!
Sorry about that. However as indicated in the second item in the Notes section of the READ ME - Setting up and using the Merge Tools Add-in.pdf:
2. The Merge Tools utilities do NOT recognise any filtering of the data set up via the Edit Recipient List facility. If there is a need to process only some of the records in the data source, add another column and populate the cells in that column with either a 0 or a 1 and then sort the data by that column so that the records that are to be processed are located at the top of the worksheet. Then, insert an empty row after the last row of data that is to be processed. The processing of the records will stop when it comes to that row.
@@dougrobbins5699 No need to apologize! Like I said in my first comment, it was _my_ mistake! I only wish it was mentioned in the video, it would've saved me the embarrassment of having to tuck my tail between my legs and tell my boss I thoroughly _messed up!_ 😅😂 That being said, *thank you* for the brilliant tool. It amazes me that people can design such helpful tools that work almost as if it were part of the program! Great work!
@@dougrobbins5699 I've been using your add-in for the last couple of years (and I am so appreciative!!). I just went to use it today and it's not longer working, I'm getting an error when I try, is there any chance there is an update or a fix? (Run time error "50290": Application-defined or object-defined error)
@@goneABROAD A "Run-time error 50290 Application-defined or object-defined" may occur If there are problems with the data that is to be used as the filename for files that are to be created by the utilities.
Check for characters in that data that cannot be used in filenames such as:
# pound, % percent, & ampersand, { left curly bracket, } right curly bracket, \ back slash, * asterisk, < left angle bracket, > right angle bracket, * asterisk, ? question mark, / forward slash, $ dollar sign, ! exclamation point, ' single quotes, " double quotes, : colon, ; semi-colon, + plus sign, ` backtick, | pipe, = equal sign.
@@dougrobbins5699 Hi Doug, Do we have to mention the cc name in all the fields against each customer?
Sir, you are incredible for creating this tutorial! Thank you so much!
Microsoft should give you an award, you are the best Kevin you saved me again
Goes on a first date: "Just so you know... I work at Microsoft as a full time employee."
Great Video! I learned a lot :)
haha, how do you know my opening line?
the merge tool is no longer avilable
Hi Kevin, Your tool is helping alot, thanks for making others life easy.
Can you tell if we have utilised the tool 20 times, how we can use it afterthat. It will be a great help, thanks in advance.
Read the instructions in the message that appears when you use it.
This was perfect, thanks so much for making this tutorial, saved me DAYS of work.
@Teodora loan hello , how can i send lots of email 10-15 k email per day?
Kevin you are the best .. it worked.
I admit that I was a little scared with downloading the tool but I am ok now :)
Thank you
Hi please help me out
Pravin Upadhya what do you need help with ?
@@muhammadubaid7265 friend was unable to get the mail merge completely....at last step found some error.....but tried and tried and succeeded.....thanks for revert
@@pravinupadhya7Hii pravin
mallikarjuna from india this softwere free or purchase ?
I believe, I came to the right place. Thank you, Kelvin.
This was exactly what I needed! As always you rule!
Thank you so much for this! I have used this now at work several times to get through these steps successfully, so happy with the results, you and Doug are true gems, thank you!
Thankyou so much, attempting my first mass mail merge in my new job - watching your video (twice) & downloading Doug's add-in had me looking like a pro in 30 minutes.
Great post - I've been sweating over this for a few days now. is there a limit in how many email addresses you can send in one go? I am looking at a project with 2-3000 line entries (over several columns). Having tested it with 9 entries, I keep getting a Word error message: 5941 The Requested Member of the collection does not exist. - any suggestions?
A 5941 - The requested member of the collection does not exist error will occur:
1. When using the Many to One utility, if the "Group" bookmark is missing from the table in the Mail Merge Main Document into which the child data is to be inserted.
2. When using the Merge with Charts utility, if the “Chart” bookmark is missing from the table in the Mail Merge Main Document into which charts are to be inserted
If you cannot sort it out, send a copy of the mail merge main document and the data source to me at dougrobbinsmvp@gmail.com and I will investigate the issue.
Doug is an amazing human being. I had an issue with mail merge, he jumped on a meeting and helped me right away.
God bless you doug. Thankyou so much
Hi Kevin, Your Videos are excellent. Thanks for Creating them. Can I ask a question, If I have a large email list and I want to send them emails using mail merge - am I likely to be classed to be a spammer? Or should I limit my lists to 1 or 2 hundred emails. Thanks
You can probably avoid being treated as a spammer by using the Defer Sending facility of my MergeTools Add-in, which, in addition to allowing you to specify when the first message will be sent, also allows you to specify an interval between each of the messages being sent. By setting that interval to 3 seconds, you can avoid exceeding the limit of 30 messages per minute that may be imposed by a Microsoft Exchange account.
Hello there,
Merge Tools Add-in is fantastic. I had used it successfully in 2021.
I downloaded the latest version, 2022, which is better for checking some things before sending an email.
I am trying to send an email with a personalized attachment.
I tried so many times. But it did not work. When I click send, it does nothing.
It just shows the progress bar and not sending an email.
We are a non-profit organization.
Can you please help me with that?
I appreciate your help.
Thank you so much.
Warm regards.
Nilesh
Thank you Kevin explaining mail merging with attachment succinctly, I was investigating in last couple of days how to do mail merge with attachment and could not find solution save to add Add-Inn Macro. Big thank to Doug too.
I'm going to echo @Michelle Powe in this set of comments: thank you, Kevin, for letting us know about Doug Robbins's MergeTools add-in to Microsoft Word/Outlook. And Doug, thank you for such a carefully-coded (with meaningful error codes when there is a problem in your dataset, what a bonus!) and documented resource. I needed it in order to send unique attachments to individuals in a set of email recipients. It is a carefully coded resource and more-than-worth the payment for a non-trial version. Thank you, both of you!
Young Man...I'm Old, and this stuff is new to me...LOL! Thank you for your direct, concise and clear instruction. Most Greatly Appreciated! Please continue to serve. Thank You!
Installed the tool, followed the instructions which are very clear and straight to the point, however I got a message when clicked continue to send emails that this tool is a trial version and it ended. Any tips?
I have a business case wherein I need to send multiple custom attachments to several people. Does the plugin allow that? If yes, can you please guide me on how to achieve this?
The requirement is -
Receipient1 -> Attachment 1, Attachment 2,...
Receipient2 -> Attachment 7, Attachment 8,...
Receipient3 -> Attachment 9, Attachment 20,...
and so on....
You will need separate fields in the data source in which you insert the path\filename of each of the attachments. Then, in the Merge with Attachments dialog, you select each of those fields from the list on the left and click on the Add >> button to move the fields to the list on the right.
I've been using this add-on for a number of years! Truly helped me advanced my career, and today all of a sudden the ribbon vanished from the top of my MS Word doc. Help! I tried re-installing the file, but its in the location of the startup folder as usual, the menu in the ribbon is just not showing anymore. I have no clue how to fix this!
Firstly. Thanks so much, Doug and Kevin for your knowledge, time, and expertise with this Add-on. Please advise if this works only when you open explorer. Much Appreciated.
Hi Pauline, Assuming that you have installed the add-in in the Word Startup folder, It is not necessary to have the File Explorer (or Internet Explorer) open. It is usually best to have Outlook open if you are using one of the destinations that involves the use of email.
Tons of thanks, Kevin! Great video, you are awesome. I have a quick question, is it possible to add more than 1 person in CC? i tried to add 2 persons but it didn't work. Hope your comments. Thank you
You can add multiple addresses into the fields in the data source used for the To, CC, and\or BCC if you separate each of the addresses in those fields with a semi-colon. Make sure that you do not have a semi-colon after the last email address in any of those fields.
I used all trials. it was amazing. what should I do for permanent use?
Thank you so much for this tutorial Kevin, and Doug Robbins for making this macro available! I was able to do 2 runs successfully until I started getting the following error message "Run time error 5824 - Insufficient memory or disk space", which Doug also provided feedback in MS forum and is all fixed now. Feeling thankful!
Just in case it happens to me what was the solution?
I've received this same error. Can you link me to Doug's solution?
This app works great. Thanks Doug and thanks to Kevin for showing us how to use it.
Is there an alternate download site for the Doug Robbins Merge Tools as the link above does not work?
Thank you for this video. Just one question please. I am using Word on a Mac (2008). Will the process and outcome still be the same?
Unfortunately, the implementation of Visual Basic on a Mac is not the equivalent of its implementation on a Windows computer, and as a result, my Merge Tools Add-in cannot be used on a Mac.
However, Kevin Stratvert's UA-cam video at
ua-cam.com/video/Nl5AoLusNR4/v-deo.html
demonstrates a method of mail merging with attachments that can be used with any type of computer.
@@dougrobbins5699 That's great, thanks so much for your help.
Do you have the same function, sending a specific pdf file, but using Power Automate? Hope you can help me. Thanks a lot!
I wanted to thank the uploader of this video and especially Doug Robbins who created the Mail Merge tool I am really sorry I can't donate to you right now. But you have my sincere thanks. Really wonderful tool.
Hi, is there a shortcut trick - to getting the Invoice Location into your Excel Sheet? Or did you have to Insert Link for every customer you want to email? You can understand better if you fwd to 2:33min
Consider whether by using the Merge to Email as PDF Attachment destination, you can both create the invoices and email them in a single operation.
If that is not possible, in the File Explorer, select the invoices and if using WIndows 11, right click and then left click on Copy as Path (in WIndows 10, hold down the SHIFT key while right clicking and the left click on Copy as Path). Then go to the column in your data source and use CTRL+V to paste the path\filename of the invoices into that column.
NOTE, YOU MAY NEED TO DO SOME SORTING TO GET EACH INVOICE ALIGNED WITH THE RELEVANT RECORD.
Kevin, it is always rewarding watching your highly informative videos! Thanks
This is great! One question - is there a way to send the same document to two different people in the same email with a PDF file?
Add the email address of each recipient to the field in the data source that you use for the email address, with a semi-colon between each of the addresses.
Hi Kevin, any chance you could do an update video for this? I can't even get started with this. His two pages of instructions say to save your first letter as a draft by clicking Save To Drafts - Merge Tools Folder radio button.... I have no idea what he's talking about. If I just try to use it as you were showing in the video it crashes Word as soon as I click the Merge With Attachments option.
Contact me at the email address in the instructions and I will help you.
Kevin - very informative! Question: send selecting 'Send to Draft folder' vs 'Send Now' on the last step of the Mail Merge process (thinking that I want to proof ONE more time before sending), is it possible to then bulk send the emails from your Draft folder? Or do you have to individually send out every email from your Drafts?
The easiest thing to do is to run the process again, the second time, selecting the Send Now button
@@dougrobbins5699 thank you Doug! Appreciate the quick feedback.
Seems like a great tool but after following the instructions, I get a Microsoft Visual Basic Run-time error '13'. Type mismatch. Any Suggestion? Thanks.
A Run Time Error 13 - Type mismatch will occur if:
1. There is only one field in the data source;
2. There are no mergefields in the main document;
3. The data in the field that contains the path\file names for attachments contains characters that cannot be used in a filename such as an apostrophe;
4. The incorrect path separators have been used in the data in the field that contains the path\file names for attachments.
5. There are empty columns or empty rows before the start of the data in the data source.
6. The result of a calculation in an Excel data source returns one of the following errors:
#DIV/0!, #NAME?, #N/A, #NUM, #VALUE!, #REF!, #NULL, #SPILL!, #CALC!
The type mismatch error will occur whether or not the field (column) containing that error is used in the mail merge main document.
If you cannot sort it out, send a copy of the mail merge main document and the data source to me at the address in the instructions and I will investigate the issue.
Very helpful. Thank you so much. I've been looking for a way to do this with Outlook and Word. Before that I used Thunderbird and the mail merge addon there. This is super easy and convenient, and saves a lot of time.
would it be possible to use this to add html attachment? I want a nicely formatted email with a poster that I created without workarounds. is this even possible?
Thank you Kevin and Thank you Dough for giving me personal guidance with regards of my mailmerge issue. I had a quick zoom call with Dough today and he helped me to navigate and guide me on how to complete my mailmerge. Trillion of Thank you for the help and for the time as well! This is really helpful
Hey Kevin and Doug,
The video is great.
Is there any possibility that these mails will be marked as spam if you use this way for about 1,000 mails?
Thanks for your anser
That would depend on measures adopted by your mail service provider. However, you could probably avoid running foul of such measures by using the Defer Sending option, which, in addition to allowing you to set when the first message will be sent, also allows you to specify an interval that will elapse between each message being sent. By doing that, you could avoid your mail service provider being hit with a "blast" of probably identical sized messages that might trigger some adverse treatment.
Great tool and I think I did everything right, but nothing is showing up in my Sent Outbox. I even went through most of the process a 2nd time to be sure my email address was correct. It showed that 389 records processed. Are they hiding someplace or did I do something wrong. Not getting any out of office notifications in my InBox either. Help!
Great video and tool. How can we add personalized subjects too? Example each email should have different subject depending on the person.
If you have a field in the data source that contains the text for the subject, there is a "Data Source contains Subject Field"check box on the Merge with Attachments dialog, which, if checked, will cause a combobox to be displayed from which the field that contains the subject text can be selected. There is then an option to add some fixed text that will appear either before, or after, or both before and after the text from the subject field.
Hi, Nice to learn, I am new to Excel, i am working in Publications in India, I have to create claim letter for 30 NAs for every month, and for each agent have different sub centres and every month freight and handling chargs vary from every NAs, is it possible on mail merge for doing this, can you help me.
Great tool!!! Can I see emails in drafts first before it is sent?
Thanks Kevin, this is really helpful. I now need to email each individual certificate to different email addresses. I have over 100 certificates to email out every month to different email addresses. Is there a simple enough way to do this? Your next video explains how to send personalized documents that are individually saved to different email addresses but if I save the mail merged certificates that I've created, it saves in one document. Hope you can help!
If you have a data source that contains the data for the certificates and also the email addresses of the recipients, if you use the Merge to Email as PDF Attachment destination when you have the Certificated document as the mail merge main document, you can have the Merge with Attachments facility both create the individual certificates and email each one to the recipient, under cover of an email message that you compose, or paste into the control for the covering email message, all in the one operation.
If you need assistance getting it set up, contact me at dougrobbinsmvp@gmail.com and I will help you. Best if you send me a copy of the certificate mail merge main document and the data source.
Hi Kevin, thanks for sharing the mail merge with attachment. However, I have two questions are how can you upload your PDF file that you had saved on Desktop to Excel sheet, secondly is can we still upload the PDF file in "this PC under Document" to Excel sheet and how can do that. Thanks for your time & help!
In the file explorer, select the files whose path and filename you want to include in the Excel Sheet and then hold down the SHIFT key and right click and then click on "Copy as Path". Then go to the Excel sheet and with the selection in the appropriate cell, use CTRL+v to paste. NOTE: the order of the files and the records will need to match if the correct attachment is to be sent to the recipients.
NOTE also that depending upon what you have in the attachments, it may be possible by using the Merge to Email as PDF Attachment option when you have a suitable mail merge main document and data source to have the Merge with Attachments facility create each pdf file and sent it to its intended recipient in a single operation. Contact me at the email address in the instructions if you need assistance with that.
Hi Kevin and Doug, just want to say a massive thank you! I have used this video and add on tool a couple of times now and it works great for my company needs. Thanks :)
Thanks Kevin and Doug! This is an amazing tool! But I’m facing a problem, when I tried to send mass email like few hundreds emails with the same attachment but it only successfully sent 10 emails, may I know is it just me having this issue?
If only 10 messages were sent, there is probably an issue with the 11th record in the data source. Contact me at the address in the instructions and I will try to help you.
Hi Kevin! thanks for sharing this video. I have a question, if I need to send 200 emails with attachment, will I have to manually insert links 200 times in excel?
If the same attachment is being sent to all recipients, rather that inserting the path\filename.extension of the file, that is to be attached, into the data source, use the "Browse for attachments to be included with all messages" button on the Merge with Attachments dialog to select the attachment(s).
@@dougrobbins5699 Thank you so much for your reply. However, I have to send different files to every person, one specific for them such that each file is unique. Will I have to copy and paste 200 locations for this to work? Is there a way I could do that more efficiently?
@@suranshii How were the unique files created? It is quite possible that by using the Merge to Email as PDF Attachment destination that, with a suitable mail merge main document and data source, the Merge with Attachments utility could both create each individual file and send it to its intended recipient in a single operation.
Failing that, if you select all of the files in the File Explorer and then (in WIndows 10, holddown the Shift Key and ) right click and then left click on Copy as Path and then move to the Excel Data Source and in the appropriate column used CTRL+V to paste, the path\filename.extension of each file will be pasted into Excel. You may then need to sort the list of files to get them into the order that matches the order of each fo the intended recipients.
Hello Kevin, this is an incredible tool. However, I need help, after following the tutorial, I don't find any emails sent or anything in the outbox, what am I missing? I have gone through it thrice. Thank you in advance.
•Did you select the Send Now radio button before clicking on Continue? If not, the messages would have been saved to a Merge Tools folder inside the Outlook Drafts folder and you would need to click on the > to the left of Drafts to open that folder so that you can see the Merge Tools folder inside it.
If you have multiple email accounts set up in Outlook, you will need to locate the Drafts folder that has the > before >Drafts, which may not be the Drafts folder for the account that you may expect it to be.
Wow! This is amazing! Exactly what I need. Question tho, what if I am using GMail instead of Outlook?
Kevin This is a great video extremly helpful! I was wondering how you can do this and also have the attachments have inserted fields from a excel sheet. for example lets use the invoices that were attached in the end of the video. Is there a way to have those attachments have auto poplulated feilds from excel? I hope this question makes sense and some one can answer this.
Use the Merge to Email as PDF Attachment destination. Contact me at the address in the instructions if you need assistance.
I can see that Doug has put a lot of work into constructing this attachment feature. Thanks Kevin for sharing.
Thank you soooo much, I was panicking because I had to send over 1200 emails with the attachments, and a collegue of mine said the only way was to send one by one LOL. This saved meeeeee! This was perfect
Is there a daily limit while using this tool?
Thank you Kevin and Doug for the wonderful video who are looking for mass emailing option. But Before I attempt, would like to check, is there a way like addon or plugin for email verification before we send out just to be sure. Else domain ranking will impact with out checking. Hope to hear your update soon.
The Check Data for Email Addresses utility in the Pre-Merge Data Check Utilities section of the MergeTools tab of the ribbon will check that the data in the fields for the email addresses is in the right format. It however does not check that the email addresses are valid and there is no way of doing that, other than by sending the messages and watching for an "Undeliverable message" notifications.
My email isn't picking up the {{Name}} field. What could the issue be? I followed your directions perfectly.
If you send a copy of the mail merge main document and the data source to me at the email address in the instructions, I will investigate the issue.
Hi @KevinStratvert,
Is there any updated way to do this? Thanks.
Hi, thanks for this video. I keep getting an error message "Cannot find this file. Verify the path and file name are correct". I'm unsure what could be causing the error. I'm wondering if it's because I tried using more than one email address in the CC field?
Doug & Kevin, I use a Macbook Air that has office 365 subscription - can I use the mail merge tool with my word for mac? OR do i need to use Parallels, load Windows, & use Office 365 for Windows?
I believe others have been able to using with Office in Windows running in Parallels.
Great video! I have downloaded the tool and would like to send the mail merge out from a shared mailbox but the messages are getting stuck in the outbox. Is there a way to send the messages from a shared mailbox?
Could you please help me getting answer for below queries?
And let me thank Mr.Doug for such an amazing to tool.
My queries
What is the pricing of this tool?
Is the licence we get on payment is perpetual?
If we pay once, do we get free future updates or do we have to pay again in future to get updates?
Do we have to pay for each pc?
What if i change the pc? Do I have to pay again?
Also thanks to Mr. Doug for such an amazing tool and Kevin for introducing the tool to us.
Contact me at the address in the instructions