How to Mail Merge in Word, Excel & Outlook | Dynamic Linking between Excel & Word

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  • เผยแพร่เมื่อ 28 ก.ย. 2024

ความคิดเห็น • 572

  • @LeilaGharani
    @LeilaGharani  8 หลายเดือนก่อน +1

    Stay ahead with our Weekly Newsletter. Get the latest insights and updates straight to your inbox 👉 link.xelplus.com/yt-c-newsletter

  • @LassLaura
    @LassLaura ปีที่แล้ว +7

    Mail Merge has been my Mount Everest as an Executive Assistant. It's been years since I have had to use it for snail mail, but a new client needed a MM via e-mail this week for 700 contacts. Your tutorial 🤩is exactly what I needed, with directions that are very clear and easy to follow. Many thanks!

  • @innermostbeing
    @innermostbeing 2 ปีที่แล้ว +24

    Without any hesitation, I would recommend those struggling to learn or understand the mail merge to refer this video. It was simple and easy to follow. The herculean task of sending individual email was simplified on viewing the video. An added advantage is, the emails are personalised to make the recipients special. From the bottom of my heart, I thank you for sharing your learning to us, Leila!

    • @anisnabila7104
      @anisnabila7104 ปีที่แล้ว

      truly yes. very recommended this video.

    • @ozgulsahin3811
      @ozgulsahin3811 ปีที่แล้ว

      H=] h+h+hhh=b hm] +hhh='b h b

    • @timnyapming8114
      @timnyapming8114 ปีที่แล้ว

      Can someone guide me too?.

    • @innermostbeing
      @innermostbeing ปีที่แล้ว

      @timnyapming8114 Please follow the step by step process shared in the video. Pause, play and apply it on your work.

  • @TylerStanczak
    @TylerStanczak 3 ปีที่แล้ว +10

    Thank goodness for mail merge. Appreciate the tutorial Leila :)

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว +1

      Very true :)

    • @ArifulIslam-mb4gn
      @ArifulIslam-mb4gn 3 ปีที่แล้ว

      @@LeilaGharani Please give me download link project file

  • @ptichka1371
    @ptichka1371 3 ปีที่แล้ว +12

    Omg this is exactly what I needed! Leila, you are propelling my career, thank you so much

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว +2

      I'm so glad!

    • @randomguy-jo1vq
      @randomguy-jo1vq 3 ปีที่แล้ว +2

      @@LeilaGharani can you check my comment ? There is an imposter who has the same username and profile pic as you and they have comment under my comment.

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว +1

      I already reported it to TH-cam. Thanks for the heads up!

    • @stevanusadiwena6975
      @stevanusadiwena6975 3 ปีที่แล้ว

      SAME HEREEEEEEEEEEE.. idk why this video come to my youtube recomendation.

  • @LS-zy7pk
    @LS-zy7pk 2 ปีที่แล้ว +1

    Amazing! You are a lifesaver....I'm referring specifically to minute 5.33 onward - how to format currency!! Just wonderful. Thank you!!!!

  • @svenparris8726
    @svenparris8726 3 ปีที่แล้ว +8

    Your tutorials are fantastic Leila 👏. I'd love to learn how to create standardised organisation-wide email signatures which can be updated centrally...

  • @GiteshBajaj
    @GiteshBajaj 3 ปีที่แล้ว

    You just gave me the answer to one of my questions I was searching for over 2 Years. A BIG BIG THANK YOU. I finally got a idea to link word to excel. I knew Mail Merge earlier, but still didn't recognized it. Now its a YES!

  • @hudsonalbert1360
    @hudsonalbert1360 2 ปีที่แล้ว

    Thank you very much for the beautiful lesson, Leila.
    Your pronunciation can follow very easily because the way of your teaching is intended to learn your listeners... Thank you

  • @jonathancrawford7106
    @jonathancrawford7106 2 ปีที่แล้ว +2

    Clear, concise instructions - perfect! Thank you!

  • @JLvatron
    @JLvatron 3 ปีที่แล้ว

    I hadn't Mail Merged in 20 years. Thank you for this great tutorial!

  • @issamlotfi
    @issamlotfi 3 ปีที่แล้ว +10

    Awesome !!! 🤩🤩🤩 Thank you so much Leila 🙏
    Can we convert Word docs to pdf before sending by Outlook ?

    • @cadenmilo8652
      @cadenmilo8652 3 ปีที่แล้ว

      I guess it's pretty randomly asking but do anyone know of a good website to watch new movies online?

  • @Jeff-v4p
    @Jeff-v4p ปีที่แล้ว

    This was the best how to video I've ever seen, I have screwed up more mail merges than I can count until today!

    • @LeilaGharani
      @LeilaGharani  ปีที่แล้ว

      Glad it was helpful, Jeff!

  • @evolvingcreativity
    @evolvingcreativity ปีที่แล้ว

    Thank you, Thank You, Thank you! We have a database and needed to format it so it could be printed out as a nice layout as a PDF! You saved my team!

  • @Scott1972011
    @Scott1972011 ปีที่แล้ว

    Thank you! Very easy instructions to follow and your voice is so soothing!! Great job!!

  • @nagusattenapalli7637
    @nagusattenapalli7637 3 ปีที่แล้ว

    MAM...I Love You....Your way of explanation, vocabulary and every small detail you are presenting. I Love your work.
    Thanks for such dedication.

  • @moosa173
    @moosa173 2 ปีที่แล้ว

    She is true MS office goddess ... So professional and full of knowledge 🌷🌹

  • @notesoeasy
    @notesoeasy ปีที่แล้ว

    I used to do this almost every day, many years ago, but for the life of me, I kept on missing something(?). Thank you Leila for simplifying things for me so clearly and quickly.

  • @cdyard1
    @cdyard1 3 ปีที่แล้ว +1

    Another task to add to my To Do list of tasks. Well done, Leila Gharani.

  • @andolenebusch9932
    @andolenebusch9932 2 ปีที่แล้ว

    Thank you so much for this video. It has helped me tons and now I know how mail merge works - YAY!!

  • @MrPremarya
    @MrPremarya 5 หลายเดือนก่อน

    Thanks for valued information.🙏

  • @NGT29
    @NGT29 2 ปีที่แล้ว

    Thank you Leila; you are a life saver!

  • @manojmalu7119
    @manojmalu7119 3 ปีที่แล้ว

    Mail merge is too easy for me after watching you video.
    Thank you liela

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว

      Then just wait for next week's tutorial 😉

  • @vinoalosius9533
    @vinoalosius9533 2 ปีที่แล้ว

    Thank you! I learned Mail Merge today. Appreciate..😊

  • @kpsrathore
    @kpsrathore 3 ปีที่แล้ว +4

    Though I have been using mailmerge for quite some time, I did find some value addition in your video about formatting the numbers. That is why I try to see every video of yours even if I am familiar with the topic.
    Appreciated.
    Keep up the good work.

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว

      Excellent! Glad you found something new.

  • @aiting9874
    @aiting9874 2 ปีที่แล้ว

    Thank you so much for the video. I like the way you keep the video short and easy to understand. It helps me a lot. Will definitely share with my friends and colleagues

  • @srmchinni3
    @srmchinni3 ปีที่แล้ว

    Awesome tutorial. I am lucky to find this video the right time.

  • @Rezasameni
    @Rezasameni 8 หลายเดือนก่อน

    Thanks so much Leila! you're a life saver

  • @Bosdaks
    @Bosdaks ปีที่แล้ว

    2022 - I was struggling to make a letter across 100+ employees, and this is the answer. I love you.

  • @kakiraiyan
    @kakiraiyan 2 ปีที่แล้ว

    Saw some tutorials on this, but yours is the best as always!

  • @sudeerakelum3258
    @sudeerakelum3258 2 ปีที่แล้ว

    Thanks a lot. This saves my day. I had to print 1500 envelopes to send greetings cards. This saves my day

  • @user-ho7tg7kb9v
    @user-ho7tg7kb9v ปีที่แล้ว

    I have become one of your ardent fan just by watching your first video!

  • @HamidurRahman
    @HamidurRahman ปีที่แล้ว

    Hey Leila this was very helpful to all - Thanks , you are really intelligent

  • @N7eptune
    @N7eptune 3 ปีที่แล้ว

    Thank you Leila. That was nice with a few extra things that are new for me.

  • @tinpotcooker
    @tinpotcooker ปีที่แล้ว

    It really useful, thank you so much

  • @oregonsuzukiinstitute7576
    @oregonsuzukiinstitute7576 4 หลายเดือนก่อน

    This was amazing and saved me SO much time- thank you!!!!

    • @LeilaGharani
      @LeilaGharani  4 หลายเดือนก่อน

      Glad it helped!

  • @sravanthivk2720
    @sravanthivk2720 3 ปีที่แล้ว

    Thankyou soo much leila. Explained with example and result.

  • @ivanmamchych5802
    @ivanmamchych5802 3 ปีที่แล้ว +18

    Thank you for the lesson, Leila
    Is it possible:
    1) to generate dynamic subject for emails, for example with Customer name?
    2) to put some address or dynamic addresses to CC and to BCC fields?
    I lack of these two options and appreciate any recommendation from you

    • @marypotter6497
      @marypotter6497 3 ปีที่แล้ว +4

      Do a youtube search for "Bulk send emails from Outlook with attachments"

    • @ivanmamchych5802
      @ivanmamchych5802 3 ปีที่แล้ว +3

      @@marypotter6497 Excellent advice.... So instead asking a blogger about some functionalities not mentioned in the video, it is better to make a search. Great. Your tip is universal one for any question: Just google it! Why didn't I guess about such a simple way by myself?

    • @ennykraft
      @ennykraft 3 ปีที่แล้ว

      @@ivanmamchych5802 What the person was trying to say is that there is an add-on that will let you do that. The video he mentioned is about how to install and use it. th-cam.com/video/yj_s3cdfVDY/w-d-xo.html

    • @ivanmamchych5802
      @ivanmamchych5802 3 ปีที่แล้ว

      @@ennykraft I saw this video before. And I knew that custom add-ins can do the miracles, but that's another story. Sometimes an add-ins cannot be applied by various reasons. My intention was to succeed within standard MS Word functionality, described by Leila. I even expected to get a negative but honest answer. No reply was sent except a recommendation to make a search for some extra tools, like add-ins...

    • @ennykraft
      @ennykraft 3 ปีที่แล้ว

      ​@@ivanmamchych5802 It isn't possible with the basic MS Word functionality. It's high time Microsoft gave Mail Merge an overhaul. There are so many features that would improve it from correctly importing number and date formatting from Excel, to more than two options for If...Then...Else (both without having to editing the fields) and the function you mentioned.

  • @lesleyverhaeven9459
    @lesleyverhaeven9459 7 หลายเดือนก่อน

    Hello Laila
    Thank you for the clear explanation. Can you also have a list of people appear underneath each other, depending on a specific date? Difficult to explain what I want...
    Thank you in advance!

  • @mohammadashiq9996
    @mohammadashiq9996 3 ปีที่แล้ว

    i like this simplicity little more knowledge what I missed thank you Leila.

  • @sarrabensoltane6529
    @sarrabensoltane6529 5 หลายเดือนก่อน

    شكرا أختي ليلى ربي يجازيك كل خير

  • @Kapildevkushwah
    @Kapildevkushwah 2 ปีที่แล้ว

    Thanks looking something like this for my project 😊😊😊😊

  • @michaeloloishuro6915
    @michaeloloishuro6915 3 ปีที่แล้ว +1

    As usual, this is another very important area covered by Leila. Great and thanks a lot.

  • @Shantuski_
    @Shantuski_ 3 ปีที่แล้ว

    Woow, how easy you make things look. Amazing, you are the best.

  • @dorkyturtle
    @dorkyturtle 2 ปีที่แล้ว

    This was very helpful, thank you!

  • @Ded9822
    @Ded9822 2 ปีที่แล้ว +1

    Great tutorial videos! Well produced, very well spoken and articulate; most importantly the content!!! Superb! Btw, I have to get the “Eat, Sleep, Query, Repeat” coffee mug

    • @LeilaGharani
      @LeilaGharani  2 ปีที่แล้ว

      Glad you like it. I love my coffee mugs 😊

  • @vishalpatil4102
    @vishalpatil4102 3 ปีที่แล้ว

    I first liked the video then watched it, such impact leila has on my excel learning, thank you as always!

  • @alangough
    @alangough ปีที่แล้ว

    Nice and succint Thanks Leila.

  • @rukshanweerakoon2309
    @rukshanweerakoon2309 9 หลายเดือนก่อน

    This is very useful. Thank you and Happy New Year 2024.

  • @ItamarValdman
    @ItamarValdman 2 ปีที่แล้ว

    AMAZING Videos, thank you!

  • @weswilliams7221
    @weswilliams7221 2 ปีที่แล้ว

    Very Helpful! Thank you!

  • @amayardaewii6961
    @amayardaewii6961 3 ปีที่แล้ว

    Thanks so much Leila. It’s really helpful for us.

  • @matheus160ful
    @matheus160ful 3 ปีที่แล้ว

    Thank you form Brazil.

  • @JonLuskin
    @JonLuskin 7 หลายเดือนก่อน

    Super helpful. Thank you!

  • @Calix4ever
    @Calix4ever 3 ปีที่แล้ว +2

    Thanks for this Video. I face always a problem that was not solved wirh this explanation. Maybe you have a solution for it as well.
    Imagine you have invoice details for a flexible number of items. So you can't predict how many colums you would need for the invoice. My idea would be to have a single row for each item, but I think this would not work with the logic of a serial letter, correct? Next idea is to have a maximum expected number of colums and then go on with your example. But in that case I assume only an if clause will help to decide if empty rows musr not be shown in the letter, correct? If so, can you explain how? Or maybe there are even simpler methods you can share with me.
    Thanks for any idea!
    By the way...greatexplanations in all if your videos. Short, on the point and close to what Excel Users need.
    Ulf

    • @nicholasfranck4847
      @nicholasfranck4847 3 ปีที่แล้ว

      (Great tutorial!) I would also like to know how to print out the letter heading fields just once and then to itemise different rows that belong to the same customer's order (customer name and order number)?

  • @Amiteco18
    @Amiteco18 ปีที่แล้ว

    Thanks a lot... I can do it now. 😊

  • @motaharpanabad6620
    @motaharpanabad6620 ปีที่แล้ว

    Fantastic and simple!!!

  • @johnborg5419
    @johnborg5419 3 ปีที่แล้ว

    Thanks Leila. This is very helpful and time saving!! : ) : )

  • @Itz_catz02
    @Itz_catz02 2 ปีที่แล้ว

    Very helpful. Thanks a lot

  • @j.nicolaskattan2617
    @j.nicolaskattan2617 3 ปีที่แล้ว +5

    This is so helpful Leila. Thanks a lot. Let me ask you a question. Is there a way I can choose for the emails to be sent later? Or even better, have them go to my drafts folder and then I can choose when to send each one of them?

  • @randomguy-jo1vq
    @randomguy-jo1vq 3 ปีที่แล้ว +1

    Awesome tutorial as usual, Leila. I have been watching your videos for a year or more but this is the first time I made a comment. Do you have an internal or external audit background ?

  • @weslleysantos3065
    @weslleysantos3065 หลายเดือนก่อน

    Wonderful video. If for example I am chasing invoices payment in which each invoice details is in one line in Excel, how would I go about in combining all the rows for that customer into one email showing the multiple invoices from the multiple rows? Thanks

  • @srikanthkasala7850
    @srikanthkasala7850 3 ปีที่แล้ว

    Mam, Excellent did for all

  • @ChennaiFlame
    @ChennaiFlame 2 ปีที่แล้ว

    Easy to understand 👍👌 keep posting 👍

  • @kooto870
    @kooto870 2 ปีที่แล้ว

    Excellent. Thank you.

  • @oliverrowe7230
    @oliverrowe7230 2 ปีที่แล้ว

    Wow! Fantastic, thank you

  • @melvinraj2901
    @melvinraj2901 9 หลายเดือนก่อน

    excellent content

  • @xozeintk8093
    @xozeintk8093 2 ปีที่แล้ว

    Thank You Leila

  • @liangwenhuang78
    @liangwenhuang78 3 ปีที่แล้ว

    Thank u so much!!!

  • @EMoscosoCam
    @EMoscosoCam 3 ปีที่แล้ว +24

    Hello. Is it possible to send the attachment in PDF format instead? Thanks!

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว +37

      Not directly. Unless you have the Adobe add-in for Word. Next week we actually I show a method to send PDF documents with mail merge directly from Excel, but these PDF documents were created before hand. I've made a note to look into making a video specific for the topic you requested.

    • @subodhbohra5523
      @subodhbohra5523 3 ปีที่แล้ว +3

      Thanks! Leila
      Also pdf file name can be invoice number instead invoice template and email body with summaries of invoice

    • @koraykarayar1526
      @koraykarayar1526 3 ปีที่แล้ว +1

      @@LeilaGharani Can't wait to see that video. Thank you in advance, Leila. You are great! 😃👍

    • @mahmoud19732010
      @mahmoud19732010 3 ปีที่แล้ว

      Nice

    • @lordbaron104
      @lordbaron104 3 ปีที่แล้ว +1

      Thank you so much! I am waiting to see that video as well 😊 🙏

  • @nikolayann5982
    @nikolayann5982 9 หลายเดือนก่อน

    This is so helpful and all of your tutorials for me. I have a question, how to mail merge from pdf file to outlook?

  • @AndreHypnosis
    @AndreHypnosis 2 ปีที่แล้ว

    Nice Dr. Who mug😉

  • @smckenzie1234
    @smckenzie1234 2 ปีที่แล้ว

    Thanks!

  • @bikashshrestha7122
    @bikashshrestha7122 2 ปีที่แล้ว

    Thank you for you tutorials. They are great. On the topic of mail merge, I am interested to know how to send invoices to customers, where the items are in rows rather than in columns. Where each customer may have one or more rows. A total should also be disayed. Thanks

  • @manojkumarkrishnamurthy1848
    @manojkumarkrishnamurthy1848 3 ปีที่แล้ว

    I learnt something new today and thanks for this

  • @octagon1915
    @octagon1915 3 ปีที่แล้ว

    Thanks, Leila now I'm subscribed.

  • @terabytetechnologies2201
    @terabytetechnologies2201 3 ปีที่แล้ว

    Excellent, well presented 👍

  • @ademb
    @ademb ปีที่แล้ว +2

    Hey Leila, great video as always. I was hoping you could provide some details on how to amend the file name if you wanted to save each file individually based on values within the excel file too?

    • @amyvilla9902
      @amyvilla9902 6 หลายเดือนก่อน

      I am still looking for a way to save each document separately without downloading a mail merge splitter. Does anyone know?

  • @jm4giv
    @jm4giv ปีที่แล้ว

    Awesome!!

  • @SyedMuzammilMahasanShahi
    @SyedMuzammilMahasanShahi 3 ปีที่แล้ว

    Beautiful work. Thanks for the share.

  • @jasonipfatsiong2062
    @jasonipfatsiong2062 3 ปีที่แล้ว

    Hi Leila thanks lovely tool that can save stay of time. Trust you well and taking special care. Kind regards Jason

    • @LeilaGharani
      @LeilaGharani  3 ปีที่แล้ว

      Thank you! You too Jason!

  • @ShaikAmirHussain
    @ShaikAmirHussain 3 ปีที่แล้ว

    Thanks for the video👍🏻

  • @armandovillalba242
    @armandovillalba242 ปีที่แล้ว

    So fantastic tutorial.!!!! But we can block the content of the word?? O sending in PDF?

  • @SabinGiri-sx6vl
    @SabinGiri-sx6vl ปีที่แล้ว

    I've been experiencing problem with number formatting as the excel formatting doesn't automatically comes in ms-word.....thanks a lot for saving my time

  • @yvanlesage4235
    @yvanlesage4235 ปีที่แล้ว

    THIS IS AN AWESOME VIDEO OMG

  • @jafarsadik2454
    @jafarsadik2454 2 ปีที่แล้ว

    This is wonderful, could help to save a lot of time, thank you.
    I wonder, would it be possible to send the attachment as PDF in mail merge? TIA

  • @ClintPenrod
    @ClintPenrod 3 ปีที่แล้ว +20

    What about saving individual PDFs for each record?

  • @shazzid.bdcalling
    @shazzid.bdcalling 18 วันที่ผ่านมา

    Could you please show to make mail merge of picture from excel to word?

  • @webseriesreviewtamil649
    @webseriesreviewtamil649 3 ปีที่แล้ว

    You are a life saver

  • @yonasmisganaw6023
    @yonasmisganaw6023 5 หลายเดือนก่อน

    Hii, My name is Yonas, one of your subscribers and in my company we regularly write experience letter for employees who works in more than one and sometime two positions and I wish you could make video on this mail merge or suggest me video so, i can easily take up lesson. Thanks

  • @PedroMartinez-ym5uq
    @PedroMartinez-ym5uq 2 ปีที่แล้ว +4

    Hi Leila, yet another great video THANKS!.
    Quick question, is there a way to have the excel information fields to be vertically oriented rather than horizontally?
    Also, is there a way to produce an email attachment that is a PDF instead of a Word document? (Without Pdf'ing saving, writing an email and attaching the Pdf)

    • @moebie
      @moebie ปีที่แล้ว +1

      I also have the same question! Looking forward to the answer 😊

  • @bijaytanty8434
    @bijaytanty8434 ปีที่แล้ว

    Thanks Ma'am

  • @nnagare1
    @nnagare1 ปีที่แล้ว

    Hello Leila, thanks so much for the helpful video, just a quick question, is it possible to attach another files/tables with mail merge?

  • @ranazaroonzaroon9615
    @ranazaroonzaroon9615 3 ปีที่แล้ว

    best toturial ever

  • @khaledezzat007
    @khaledezzat007 ปีที่แล้ว

    Thank you

  • @born2learn222
    @born2learn222 3 ปีที่แล้ว

    Salam sister, thank you this was exactly what I needed. Keep up the good work.

  • @kayanfung9737
    @kayanfung9737 3 ปีที่แล้ว +1

    Hi Leila, I need to send the AR aging to many subsidiaries. So I would like to attacthe excel file in the email and the excel file is contain more that one tab. It that possible to do that?
    And also can I send the mail with cc / bcc?

  • @jasmit0830
    @jasmit0830 ปีที่แล้ว

    Your videos are the best - thank you for sharing your Excel knowledge! Do you have a video like this one, where all services provided are in one column (instead of separated: service 1, service 2, etc)?

  • @litbea
    @litbea 3 ปีที่แล้ว +1

    Great piece of information! Just one question, how to create and save individual documents instead of one multi page?

  • @MrErolyucel
    @MrErolyucel 2 ปีที่แล้ว

    Please give an example with mail merge using graphs as well. Thank you Leila