How to Mail Merge in Word, Excel & Outlook (Full Guide)
Need to send hundreds of personalized emails in just a few minutes? In this step-by-step tutorial, I’ll show you exactly how to use Mail Merge in Microsoft 365 by connecting Excel to Word and sending emails through Classic Outlook. You’ll learn how to: - Set up your Excel spreadsheet correctly - Fix common formatting issues (dates, currency, ZIP codes) - Insert merge fields in Word - Preview your results before sending - Send personalized emails through Outlook - Avoid common mail merge mistakes Important: Mail Merge requires the classic desktop version of Outlook. It does NOT work with the new Outlook or web apps. By the end of this video, you’ll be able to send professional, personalized bulk emails quickly and confidently. Host: Kevin Stratvert ⌚ TIMESTAMPS 0:00 - Explain what Mail Merge does 0:22 - Set up Excel spreadsheet correctly 0:58 - Fix date, ZIP code & currency formatting 1:45 - Start Mail Merge in Word 2:33 - Insert merge fields 3:58 - Preview personalized results 4:38 - Filter or edit recipient list 5:01 - Send emails through Outlook 6:02 - Pro tips 6:43 - Wrap up 📺 RELATED VIDEOS - Playlist with all my videos on Microsoft 365: https://www.youtube.com/playlist?list=PLlKpQrBME6xJhiS5DCtmUeuathMcy9Tu0 📩 NEWSLETTER - Get the latest high-quality tutorial and tips and tricks videos emailed to your inbox each week: https://newsletter.kevinstratvert.com 🔽 CONNECT WITH ME - Official website: http://www.kevinstratvert.com - LinkedIn: https://www.linkedin.com/in/kevinstratvert/ - Discord: https://bit.ly/KevinStratvertDiscord - Twitter: https://twitter.com/kevstrat - Facebook: https://www.facebook.com/Kevin-Stratvert-101912218227818 - TikTok: https://www.tiktok.com/@kevinstratvert - Instagram: https://www.instagram.com/kevinstratvert/ 🎁 PARTNERS & DISCOUNTED OFFERS 💻 Hostinger | https://hostinger.kevinstratvert.com 📋 Notion | https://notion.kevinstratvert.com 💵 Quickbooks Online | https://qbo.kevinstratvert.com 🎙️ Voicemod AI Voice Changer | https://voicemod.kevinstratvert.com 🕵️ VidIQ | http://vidiq.kevinstratvert.com 🎒 MY COURSES - Go from Excel novice to data analysis ninja in just 2 hours: https://kevinstratvert.thinkific.com/ 🙏 REQUEST VIDEOS https://forms.gle/BDrTNUoxheEoMLGt5 🔔 SUBSCRIBE ON YOUTUBE https://www.youtube.com/user/kevlers?sub_confirmation=1 🙌 SUPPORT THE CHANNEL - Hit the THANKS button in any video! - Amazon affiliate link: https://amzn.to/3kCP2yz ⚖ DISCLOSURE Some links are affiliate links. Purchasing through these links gives me a small commission to support videos on this channel. The price to you is the same. #stratvert #mailmerge
