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How to Mail Merge

347,835 views October 7, 2020 20:22

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ChannelKevin Stratvert

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Description from the creator

In this step-by-step tutorial, learn how to Mail Merge using Excel Online and Power Automate. Once your Mail Merge is ready, send your emails using Outlook or Gmail. All of these tools are free to use. Customize and personalize everything, including the to/cc/bcc recipients, the subject, and even include custom attachments. This is the ultimate mail merge.

👋 Additional resources:
- Introduction to Power Automate: youtu.be/dDO4Y4aDYXw
- How to Mail Merge using Word, Excel, and Outlook: youtu.be/_Efb_oMgxEs
- How to Mail Merge Address Labels: youtu.be/zSwI4mgEYtg
- How to Mail Merge using WPS Office: youtu.be/-kXofb4ISYw

⌚ Timestamps
0:00 Introduction
1:49 Log into Office.com
2:22 Enter Merge data into Excel Online
5:44 Open Power Automate
6:49 Create a new Mail Merge flow in Power Automate
8:25 Add Excel sheet to Power Automate
10:05 Select email provider, whether Outlook or Gmail
13:24 Customize to, cc, and bcc
14:20 Run Mail Merge
15:35 Preview results
15:45 Include attachment
17:58 Preview results
18:33 Format data properly in Excel
19:25 Wrap up

🚩 Connect with me on social:
- LinkedIn: linkedin.com/in/kevinstratvert/
- Twitter: twitter.com/kevstrat
- Facebook: facebook.com/Kevin-Stratvert-101912218227818

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About this tutorial

Kevin Stratvert published this 20:22 video tutorial on October 7, 2020. It has been watched 347,835 times on YouTube.

Duration
20:22
Published
October 7, 2020
Views
347,835
Likes
6,340

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