How to Mail Merge with Attachments, Custom Subject & CC / BCC – using Word, Excel, & Outlook



In this advanced step-by-step tutorial, learn how to mail merge with attachments, customize the subject, and cc or bcc others using Office 365. Additionally, learn how to set up the default email account that you send out a mail merge with.

Mail Merge allows you to send customized envelopes, letters, and emails. Mail Merge leverages Microsoft Word, Excel, and Outlook.

As full disclosure, I work at Microsoft as a full-time employee.

Need assistance with the Merge Tools add-in? Reach out to Doug Robbins at dougrobbinsmvp@gmail.com.

Links:
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):

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):

3) How to find your Word start up folder:

4) Access the sample Excel spreadsheet that I used:

Don’t have Microsoft Office? Mail Merge for free using WPS Office:

Nguồn: https://akihito-shigeno.com

Xem thêm bài viết khác: https://akihito-shigeno.com/cong-nghe/

  • Please point me to CLOUD training. I have a laptop and desktop. When I look at ONE DRIVE, it is always a different set of files. How do I get Laptop and Desktop to use one ONE DRIVE?

    Jim Clabaugh May 14, 2020 4:25 am Reply
  • Useful ! It has saved me a lot of time. Thank you very much

    victor vilchis May 14, 2020 4:25 am Reply
  • Hey,
    After 20 time use this tool, it's say trial period is our and now it's can't work. Can anybody help to resolve this problem??

    Devendra Mj May 14, 2020 4:25 am Reply
  • Thank you. This really helped

    DJKAYGEESA May 14, 2020 4:25 am Reply
  • Hi thanks this is very help full but I have 1 small issue when I am sending email some of my email bounced due to office 365 have limitation of sending 30 email per min but when I send I need time gap in between email like 5 second or 10 second you have any idea or any rule we can apply in between 2 email can have time

    jigar sheth May 14, 2020 4:25 am Reply
  • Awesome tutorial! Thank you very much to Kevin and Doug!!

    jazz kumi May 14, 2020 4:25 am Reply
  • When trying to mail merge email, It sends email automatically and does not go to Outbox. How can I change this?

    Jennifer Nazario May 14, 2020 4:25 am Reply
  • How can I access the mail merge add-on tool?

    Suzanne Stevens May 14, 2020 4:25 am Reply
  • Thank so much Kevin. I have to send around 3000 emails in a couple of days for the call for application and you are a lifesaver.

    I have a query. I did some test emails but the format of the mail body doesn't remain like the original formatting.

    Tousif Kabir May 14, 2020 4:25 am Reply
  • Thank you Kevin!
    How do we cross check the mail before it is being sent if it is correct , like we do in the ones where there is no attachment

    Dr Shraddha Gore May 14, 2020 4:25 am Reply
  • Awesome!! thanks for the content.

    Ric Mistri May 14, 2020 4:25 am Reply
  • amazing work , can I skip entering email addresses and attach only Attachments on specified locations

    My Nurserywala May 14, 2020 4:25 am Reply
  • Good day all, I am working on a project with almost 9 thousand recipients. Do I have to make a cell for file location or can I automate this process as well?

    Nate H May 14, 2020 4:25 am Reply
  • Daily limit?

    gopal ghori May 14, 2020 4:25 am Reply
  • This is great.. How do I add the Word document in the start up for the Mac version of Outlook? I found the startup folder, but the window that pops up is looking for a location versus a window to add the file.

    David Lee May 14, 2020 4:25 am Reply
  • Where can I get the 'Mail Merge' options to include a CC? I appreciate your help! Thanks!

    Tina Plourde May 14, 2020 4:25 am Reply
  • Hello Kevin,

    I appreciate your efforts for making us aware about the mai merge option but I m not able to find the option called mail merge tool option.
    Regards
    Ankur Saraf

    ANKUR SARAF May 14, 2020 4:25 am Reply
  • Is there a way to use mail merge functionality when you only use the online outlook 365 version (so no preinstalled outlook on PC)?

    Niels Strobbe May 14, 2020 4:25 am Reply
  • It's perfect tutorials. Could you please share sending email with attached file using Macro? If possible, please share how to set automatically send email every weeks. Many thanks for your perfect tutorial.

    SOCHEAT LY May 14, 2020 4:25 am Reply
  • This is an awesome tutorial, worked like a charm, i will also be sending out certificates to over 100people so i need to add attachments. Thank you so much for the time

    Olawale Fabiyi May 14, 2020 4:25 am Reply
  • Word freezes when I click merge with attachments under the merge tools tab. Any idea what’s causing this to happen and how I can fix it? Really appreciate any help!

    luc low May 14, 2020 4:25 am Reply
  • Thanks a lot….But i am facing 1 problem in this please anyone can help?

    Pravin Upadhya May 14, 2020 4:25 am Reply
  • Thank you a million, it really helps a lot. Big THANK YOU to Doug and you Kevin to show us how to work with it. Stay Safe, Best regards, Jorge

    SwissFamilyJUTD May 14, 2020 4:25 am Reply
  • office 64 bits cant run? how i try office 64 bits?

    Simple Pham May 14, 2020 4:25 am Reply
  • Does this work on a Mac? I cannot navigate to the location for a startup folder. Please can you help?

    Mind you, I am still having issues with trying to actually get a standard mail merge to work in Outlook as my Gmail account isn't authorised, apparently.

    David Nolan May 14, 2020 4:25 am Reply
  • Thanks a lot for this helpful tutorial! Very easy to follow!

    Steffi Allison Villa May 14, 2020 4:25 am Reply
  • Kevin, It works! I really appriciate for the guidence. Thumbs up!

    Md. Fahad May 14, 2020 4:25 am Reply
  • I get the error message " Cell H1 does not contain a field name…." I have not been able to find a way past this error message. My spreadsheet has no data in collom "H"

    Amy Tyndall May 14, 2020 4:25 am Reply
  • I keep getting "Microsoft Word 9 Subscript out of range" Tried it starting over but keep getting the same error. How do I fix this? Thank you!

    Robert Harden May 14, 2020 4:25 am Reply
  • Thanks @kevin stratvert
    can we use mail merge to send up to 3000 emails per day ?

    Waleed Hamza May 14, 2020 4:25 am Reply
  • This has been very helpful

    David Cagara May 14, 2020 4:25 am Reply
  • its 10 try only it didn't work after any unsuccessful try!

    paresh Emcure May 14, 2020 4:25 am Reply
  • Thank you so much for yor video, that is very useful.

    Siti Aliza Nurjanah May 14, 2020 4:25 am Reply
  • I can't get the CC part to work

    Amelia Squires May 14, 2020 4:25 am Reply
  • I followed the instructions including changing the settings suggested in windows explorer, but the Merge Tools tab did not come up when I restarted Word. I'm running Microsoft 365. Any suggestions?

    Jackie Jury May 14, 2020 4:25 am Reply
  • If you need to copy or BCC someone on a message with this process, does that email address need to be in the spreadsheet or can you free text it into the pop up box? This is seriously a game changer, thank you SO. MUCH.

    Amanda Easley May 14, 2020 4:25 am Reply
  • Thanks for this video Kevin. But I'm getting an error stating RUN TIME ERROR 13. Please Help.

    Vatsalya Verma May 14, 2020 4:25 am Reply

Leave a Reply

Your email address will not be published. Required fields are marked *