HDTutorial
EN
How to Create A Mail Merge for Email – Send Multiple Customized Invoices Simultaneously

Playback starts YouTube’s embedded player (privacy-enhanced mode).

How to Create A Mail Merge for Email – Send Multiple Customized Invoices Simultaneously

27,837 views August 25, 2020 10:58

Watch on YouTube
ChannelSharon Smith

Description from the creator

HOW TO CREATE A MAIL MERGE FOR EMAIL // Send multiple customized invoices simultaneously using Word, Excel and Outlook (MS Office 365). Learn to automate your invoices by creating an invoice template in Word, using an Excel data source with mail merge fields, and then Outlook as your email client so that you can send customized invoices to multiple clients at once using Email mail merge functionality. You do need to have an email client such as MS Outlook for this to work.

**Email mail merge can also be used to send employees personalized benefit statements. Be sure and checkout my other video tutorial on how to mail merge to see an example: youtu.be/jn0zjxV7xbI

The code needed to ensure the currency number formatting displays correctly in your mail merge when you select "Toggle Field Codes" is: \#$0.00
__________
RESOURCES & GEAR
✦ Screen Recording Software: techsmith.z6rjha.net/NZG5b
✦ Green Screen: amzn.to/2DnHsY2
✦ Camera: amzn.to/39KvpQA
✦ PresenterMedia: shareasale.com/r.cfm?b=417324&u=2065055&…
Some links included here are affiliate links. If you click on these links and make a purchase, I may earn a small commission at no additional cost to you. Thanks for supporting this channel!
__________
NOTE: If you found this content helpful, please consider donating to my channel from this PayPal link: paypal.com/cgi-bin/webscr?cmd=_s-xclick&hos…. Your donation, no matter what amount, is greatly appreciated and goes towards producing content that enhances your productivity and elevates your skills. Thanks for supporting this channel!
__________
FREE DOWNLOADS:
✦ Visit mailchi.mp/6a0859ea0844/sharonsmithhrformulasdo… to sign-up for my e-mail list and get FREE downloads of super helpful spreadsheet formulas, dashboards and Org Chart templates for HR professionals.
__________
CONNECT WITH ME:
Visit my website: sharonsmithhr.com for more information, tools and resources.
LinkedIn: linkedin.com/in/sharonsmithhr
Twitter: twitter.com/SharonSmithHR
__________
KEYWORDS: #MailMerge, #M365, #1KCreator, How to Mail Merge with Word, Excel and Outlook MS Office 365, How To Use Email Merge To Send Multiple Invoices, Create an Invoice, How To Send Bulk Emails, How To Send Multiple Customized Emails, Email Merge with Outlook, Word and Excel, How To Create a Mail Merge for Email, How To Mail Merge an Invoice, Sharon Smith HR, @SharonSmithHR
__________
PLAYLISTS:
➤Creating Fillable Forms: youtube.com/watch?v=YktZ3B-tyqs&list=PLb80e…

➤ Excel Tutorials for HR: youtube.com/playlist?list=PLb80efKTbWuNjHDGgNeu…

➤ Excel Quickies (Around 2 Minutes): youtube.com/playlist?list=PLb80efKTbWuPI7fEWtro…

➤ Word Tutorials for HR: youtube.com/playlist?list=PLb80efKTbWuMotoYEXBF…

➤ Welcome | About Me: youtube.com/playlist?list=PLb80efKTbWuOd17uW4U2…

About this tutorial

Sharon Smith published this 10:58 video tutorial on August 25, 2020. It has been watched 27,837 times on YouTube.

Category
Education
Duration
10:58
Published
August 25, 2020
Views
27,837
Likes
362

Tags

Share

Further reading

  • Introduction to Mail Merge - How to use mail merge to create custom ... chandoo.org

    The idea of mail merge is simple & powerful. Imagine you handle recruitment at a large company. You just hired 300 analysts for the big data division. The next job - generate employment offer letters for each of them. O…

  • How To Create a Mail Merge In Microsoft Word helpdeskgeek.com

    Mail merge in Microsoft Word allows you to send personalized letters and emails without having to customize each letter. You can prepare your document the way you want and add placeholders for the various data fields th…

  • How to Use Word & Excel for Mail Merge (Step-by-Step Guide) gmass.co

    How to use mail merge with Excel and GMass to send emails (walkthrough guide) Mail merges are one of the easiest ways to send out mass emails. You can use it to quickly create personalized emails for newsletters, promos…

This tutorial in other languages