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

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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:

Watch all of my videos on Microsoft Outlook:

Nguồn: https://rodiziodirectory.com

Xem thêm bài viết khác: https://rodiziodirectory.com/tong-hop/

44 COMMENTS

  1. After I added the file to the startup folder, my Word program did not update to show the Merge Tools tab. Any idea what I did wrong?

    Edit: It wasn't working because I had another Word doc open. Make sure that all your Word applications are closed when you do this!

  2. Many thanks to Doug Robbins. I thank you too Kevin, for creating this video. I came here with one stone for one bird, but now I have a hand full of birds 🔥🔥💯
    That means I have more to share with my colleagues💫 😊

  3. Hi. is it still working ? Is it inserting some VBA code or something in the mail ? i know some ISP doesn't like to have VBA code and it will block your email. One or two years back, i tried to do that with an excel spreadsheet and some vba code, but it failed when you have a lot of emails to send (with separate attachments for each). And outlook was complaining about vba…So i give up ! Can you do this the same thing with flow ? thanks 🙂
    (Sorry for my english, i'm french).

  4. Hi
    Good software ..I failing Townsend all at once .it keeps asking me to allow or deny says a program is trying to access ms outlook ..etc please help I have my antivirus turned off.

    Thanks

  5. Is there a limit to the number of emails that can be sent at once? I tried to send 700 at once and it crashed and no emails were sent out

  6. 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.

  7. Dear Kevin, this is a great tutorial. It seems though that the add-in works only for docs in letter format and I am using A4. Is there anything I can do here? but my main question is: I am looking for a solution to send email merges with multiple cc contacts (2-3 mostly) and this add in seems to work only if you also add the attachments which I do not want to do. Is there anywhere you can direct me to so I can send mailmerges with more than on person in cc? This would be so awesome, you can´t imagine! 🙂

  8. Hi, when i'm trying to merge with attachments , i get an error that says : -2147024894 and that this file cannot be found.
    This happens when i select all recipents , if i choose select individuals an i add manually the emails, it works fine.

  9. Thank you, I need to do a mail merge with attachment today to all my customers and thank you for your video. I tried and it works perfectly for me. I am not super good at all these types of things but your instructions are very clear. I will make sure my company does make a donation to Doug. 🙂

  10. Can we pls have a tutorial on implementing PGP with outlook and S/MIME with Outlokk 2016 for an organisation's perspective. Also which one is better PGP or S/MIME ?

  11. I have been looking for something like this for a long time! Thank you so much for posting this. I have a question, is there any way to specify the email I want to send from, since I have multiple shared emails that I need to send from individually ie the email for accounts receivable (not my individual email address) and specify the reply to email? TIA!

  12. Is there a way to add a cc: or a bcc: to a document in merge without the attachments? We use the finish and merge command to send the email messages and cannot figure it out. We have also tried doing it from a list where we have set up multiple emails in the To: field separated by a semi colon but it error'd out on us.

  13. can you get that add in on Mac? or is there a Mac version because when I try to do it it doesn't allow me to put it into my word startup

  14. Thank you so much for posting this! Saved me so much time. And thank you to Doug Robbins for creating this great tool! Instant subscribe.

  15. This doesn’t work as of now. Dropped the file into the startup folder and there’s no Merge Tools tab at the top of my word doc even after restarting Word.

  16. I have taught this add on to my many colleagues and they are very happy but one is complaining that he has a message of "Trial Version Expired".

  17. Hi Kevin, its very easy method for that but all attachments or going all mail id's . is there any option for send the single attachment.

  18. Thanks for all the videos. I have watched about half of them. ???? One question I have is how to navigate multiple Microsoft accounts. I have personal accounts, an association email account, at tech support account, and now we have a MS365 Tent with another account. It becomes confusing to figure out which account to use for which activity and I lose the cross over function. I assume I am missing something obvious, but have not found an explanation. I suspect your approach would be clear.

  19. i found this tool last year after searching the web for ages! it is awesome! However… when i merge numbers the program makes an error message and the mail merge sends the error message that it’s made instead of merging the amount . so be careful with merging amounts

  20. Guys this solution although awesome isn't free as I could only use it 20 times after which you gotta pay like $25. Just a heads up!

  21. I have tried using this merge tool how ever i am getting a pop-up "We are finished checking your selection." once i try to send emails not for All to specific set of email contacts. after i click on the continue am getting the same dialogue box where am pressing continue for each email triger. can you help me out.??

  22. Hello Kevin,

    Everything was superb.. can you please help me to mail merge with custom subject line without attachment

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