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

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

1,582,281 views October 26, 2019 15:48

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ChannelKevin Stratvert

Description from the creator

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.

📚 RESOURCES
- 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): mergetoolsaddin.com/
- Need assistance with the Merge Tools add-in? Reach out to Doug Robbins at [email protected].
- How to find your Word start up folder:
addbalance.com/word/startup.htm
- Get the sample Excel spreadsheet that I used in this video: 1drv.ms/x/s!AmxrofZZlZ-whIFiB0tX-5l3xx1DRQ

📺 RELATED VIDEOS
- How to use mail merge for FREE using WPS Office: youtu.be/-kXofb4ISYw
- Playlist of all my videos on Microsoft Outlook: youtube.com/playlist?list=PLlKpQrBME6xJswJLJ69w…

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- Hit the THANKS button in any video!
- Amazon affiliate link: amzn.to/3kCP2yz (Purchasing through this link gives me a small commission to support videos on this channel -- the price to you is the same)

🔽 CONNECT WITH ME
- Official web site: kevinstratvert.com
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- Discord: discord.gg/kHuujY2pZf
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🎒 MY COURSES
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About this tutorial

Kevin Stratvert published this 15:48 video tutorial on October 26, 2019. It has been watched 1,582,281 times on YouTube.

Duration
15:48
Published
October 26, 2019
Views
1,582,281
Likes
17,280

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Further reading

  • Using Mail Merge Features in Subject Line of an Email ... answers.microsoft.com

    I love the "Merge With Attachments" feature of the add-in to customize the subject line, but the emails processed do not have the mapped fields merged. For example, it just says, "<<greeting line>> rather then the recip…

  • Email Merge with Customized Subject Lines | MS Outlook for ... blog.standss.com

    User Question: I am wondering if the Email Merge Pro for Outlook software allows for me to customize the subject line of the mail merge emails. Answer: Yes (Very Easily). You can personalize the Subject, the Body and ev…

  • How to customize the subject line in Mail Merge Toolkit for ... mapilab.com

    The principle behind the subject line customization here is the very same that fuels the regular “merge fields” in Mail Merge – the macros! Basically – a mere pointer to some place in your data-source where a certain pi…

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