How to Mail Merge with Attachments, Custom Subject & CC / BCC - using Word, Excel, & Outlook
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- Опубликовано: 31 авг 2019
- 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 dougrobbinsmvp@gmail.com.
- How to find your Word start up folder:
www.addbalance.com/word/startu...
- Get the sample Excel spreadsheet that I used in this video: 1drv.ms/x/s!AmxrofZZlZ-whIFiB...
📺 RELATED VIDEOS
- How to use mail merge for FREE using WPS Office: • How to Mail Merge in W...
- Playlist of all my videos on Microsoft Outlook: • 📨 How to use Outlook
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💁♂ Notes:
1) My original mail merge video that works out of the box (this does not show you how to include attachments, custom subjects, or cc / bcc others):
ruclips.net/video/_Efb_oMgxEs/видео.html
2) 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):
onedrive.live.com/?cid=5AEDCB43615E886B&id=5AEDCB43615E886B!566
3) How to find your Word start up folder:
www.addbalance.com/word/startup.htm
4) Access the sample Excel spreadsheet that I used: 1drv.ms/x/s!AmxrofZZlZ-whIFiB0tX-5l3xx1DRQ
Hey. I cannot find the merge tools addin you shared. It's showing empty can you please help on this
Same for me - I am unable to find the merge tools add in. I can only view the READ ME and Look at me first documents. Can someone please help me with this?
Hey everyone, if you read that document it tells you to contact the author for a copy. If you read further into the document it tells you even if he send it to you, it's only a trial and you have to pay 30 bucks for it. Check it out, try it but also check out other solutions like Mail Merge Toolkit.
The files are taken off
Hi. Thank you for the video. Please can you help with an issue I am getting with the tool. When I use the tool it loses the data in a field such as Greeting once I press the Merge with attachments button. I get no errors and in preview the names appear, but disappear back to «GreetingLine» at this final stage. Is there something else I need to do?
I truly don't know what is more wonderful...Kevin's tutorial or Doug's add-in tool or Doug's willingness to assist til it works the way it's supposed to. Absolutely thrilled with how helpful the combination is in facilitating what used to be so painful to administer manually!!! THANKS A MILLION TO BOTH OF YOU!
Yeah. I can't believe a private person had to create this and Microsoft didn't have it. Pathetic
@@jankutac9753 Absolutely crazy🤯
Kevin, you have no idea how technical this process is but your tutorial made it that easy!!! You are simply the best... Thank you
Just found this today, and it is a great blessing. Saved me from manually sending 600+ emails. I will certainly be considering sending a gift to the author.
This was exactly what I needed to get an administrative task done. There were a couple of details in the instruction sheet I had to reference to get my Excel file to work with it, but worked like a dream after that! Thank you!
Thank you so much for creating this tool, Doug, and for the amazing, straight to the point tutorial, Kevin.
One of the "BEST" help tutorials on youtube! Thanks Kevin and Doug!
Cannot agree more. Thanks Kevin and Doug!
This has literally saved me hundred of hours in a year. I used to have to manually cc people in when doing large scale outreach, took forever. Thanks so much mate. Much love from UK
Doug is an amazing human being. I had an issue with mail merge, he jumped on a meeting and helped me right away.
God bless you doug. Thankyou so much
This is really *the* mail merge functionality I have been missing for a long time. Thanks so much Kevin and Doug!
This is perhaps the most useful video on RUclips! I loved it, learned a ton of very useful information and can't wait to Mail Merge my heart out. Thank you!
@Wendy Shaya hello , how can i send lots of email 10-15 k email per day?
Thankyou so much, attempting my first mass mail merge in my new job - watching your video (twice) & downloading Doug's add-in had me looking like a pro in 30 minutes.
I wish I found this sooner! This is exactly what I needed. What a time saver. The only issue for me is from my laptop, the window with the merge tools is too big and I can't see the bottom buttons to continue. I can't shrink it or move it far enough up to see. I finally moved my taskbar to the side and was able to click the button to finish the last step.
Where has this video been my whole professional life!? Love the video, keep up the amazing work!
Thanks so much Kevin and Doug. This is exactly the tool I needed. Really got me thinking of some highly complex emails I can send to really help my customers get content that they'll care about!
Hi Kevin and Doug, just want to say a massive thank you! I have used this video and add on tool a couple of times now and it works great for my company needs. Thanks :)
Thank you so much for this! I have used this now at work several times to get through these steps successfully, so happy with the results, you and Doug are true gems, thank you!
Just loving these videos Kevin. You totally saved me and my boss a TON of work recently, with the basic email merge. I'm listening to this one now because I wanted to learn about including cc/bcc emails. Thanks again! *from Australia!*
Fron Aus as well, and have just had exactly the same experience as you!! I am so greatful for this add in
I just want to say as a new hire in an office setting that I find this amazing and am really looking forward to using it! Thank you very much for making the video!
Kevin & Doug thanks for this video it has been a massive help with communicating with parents at my school. It has made communication so much easier. Thanks 👍😁
I can see that Doug has put a lot of work into constructing this attachment feature. Thanks Kevin for sharing.
Hey Kevin, this add-in is fantastic and I see there are more options under the menu "Merge Tools" that I would love you to explore in a separate video. I hope you like the idea
Life changing for me! I've been trying to figure this out for years. Even my I.T. department couldn't seem to help. You're my new hero.
Do you have any job vacancy I can easily handle the work on your messages by using these tools. I appreciate if you refer me to someone and Thanks for taking time to see my reply 😊🙂😊🙂
Most sincere thanks to Kevin for this tutorial & to Doug for the plug-in, best wishes to you both.
A very useful and easy to follow tutorial. Thanks Kevin - and Doug!
Sir, you are incredible for creating this tutorial! Thank you so much!
Thanks Kevin for introducing to this great tool and explaining how to use it. Superb Job by Doug Robbins who is also super responsive to your mails. He helped me with a message free version and also responded to my queries very promptly. I used this tool to send bulk official mails with multiple unique files (not same number of unique files shared with everyone) and a common file as attachments, multiple emails in CC. This works like a charm! God bless you Doug for creating this time saving tool for many of us.
I was not as successful, no email sent, what could i be doing incorrectly?
Thank you Kevin and Thank you Dough for giving me personal guidance with regards of my mailmerge issue. I had a quick zoom call with Dough today and he helped me to navigate and guide me on how to complete my mailmerge. Trillion of Thank you for the help and for the time as well! This is really helpful
Kevin this is the best feature I've found on sending mail merge with attachments. You and Doug Robbins have saved me so much time! Thanks guys.
This is so exciting - literally hours of my life could be saved here. Awesome video!
This is an incredibly great video... helped me like anything and made my work very easy.
Thank you for this useful video.
Seattlite here! This was seriously so great! I had trouble when I finally wanted to do the live send out after the test. I kept getting error messages but after a few frustrating minutes, I got it to work. Thank you SO much, Kevin!
Did you change anything to eliminate the errors? I am running into the same problem. Thank you!
This is one of the best tools I have experienced in my career to date! Thanks Kev & Doug!
I can't find a word to express my feelings after watching your video. thank you soooooooo much for sharing this video, it helps a lot!!!
Kevin, Thank you very much the perfect help I was looking for. Great work.. thanks again...
You cant imagine who much time this tutorial has saved. Many Many thanks for this. This was very easy to follow
This is a very easy tool, highly recommend. Thank you Doug! And thank you for the easy tutorial Kevin!
This was perfect, thanks so much for making this tutorial, saved me DAYS of work.
@Teodora loan hello , how can i send lots of email 10-15 k email per day?
Awesome!! This macro developed by Doug is very useful. Thanks a ton to both of you; I was able to attach custom files and CC and BCC I had been struggling for ages to get this done.
Wonder why Microsoft does not have these as standard features in Word.
This is absolutely amazing and SO very easy. Thanks for putting this up! Definitely subscribing.
Thank you Kevin explaining mail merging with attachment succinctly, I was investigating in last couple of days how to do mail merge with attachment and could not find solution save to add Add-Inn Macro. Big thank to Doug too.
This was exactly what I needed! As always you rule!
I believe, I came to the right place. Thank you, Kelvin.
Thanks Kevin and Doug for this superb tutorial. It really helped. Do you have a video that would help to map the responses and bounce backs especially if this goes out to 1000+ recipients?
This tool and video has been so helpful. Something that the video doesn't mention, that is perhaps a newer feature added by Doug, is that you can choose to save the outgoing emails to Drafts and not send them right away. I really love this feature so I can check that they emails look correct before sending.
Kevin, looks like you’ll be saving me hours of work copying and pasting with this fantastic video. Great work appreciated thanks 🙏
Hi Kevin,
I tried to download it, but I am not getting the files which you are getting after downloading the add in.
Hey Kevin, thanks for another great video that I get to watch and learn over the years. Could you make a video how to ungroup a column for today’s date in each of the tab (assuming there are multiple tabs in the workbook). Upon ungrouping, I would like to learn how to paste data from another workbook (multiple tabs also) onto the ungrouping workbook. For example, today’s report for yesterday’s number of customers and/or sales. Thank you!
Young Man...I'm Old, and this stuff is new to me...LOL! Thank you for your direct, concise and clear instruction. Most Greatly Appreciated! Please continue to serve. Thank You!
Great work Kevin & Doug, this makes it much easier to convince my sporting club of the merits of this enhanced Mail Merge. Is there any chance, Kevin, that you could add a bit about email send limits, particularly the high number of emails that issue in a very short time? Some/most/all mail clients and ISPs are very protective of what might be seen by them as spam.
You should be able to avoid running foul of your mail service provider by using the Defer Sending option which, in addition to allowing you to set the time at which the first message will be sent, allows you to set an interval that will elapse between each message being sent.
@@dougrobbins5699Hello Sir and thanks a lot for the great help and saving lives :D.
although i tried googling it a lot, it's just i can't seem to find a way "to set an interval that (e.g. 2 minutes) to elapse between each message being sent" or setting a "sending frequency" in outlook. any help/guidance on this matter is much appreciated. thanks again.
Kevin you are the best .. it worked.
I admit that I was a little scared with downloading the tool but I am ok now :)
Thank you
Hi please help me out
Pravin Upadhya what do you need help with ?
@@muhammadubaid7265 friend was unable to get the mail merge completely....at last step found some error.....but tried and tried and succeeded.....thanks for revert
@@pravinupadhya7Hii pravin
mallikarjuna from india this softwere free or purchase ?
Kevin, you are a life saver! Thank you for such a lucid and informative video!!!
This saved my life today. Thank you Kevin and Doug!
Goes on a first date: "Just so you know... I work at Microsoft as a full time employee."
Great Video! I learned a lot :)
haha, how do you know my opening line?
i've tried this method, but it jumps out error 91 when i click on email with attachment, anyway that i could fix this ?
Im facing the same issue, did u find a solution
Thank you, Kevin! Very nicely and thoroughly explained! And big thumbs up to Mr. Doug Robbins! I'll see how it goes and if it's useful I'll donate... 👍
Just what I needed. Thanks so much. And thanks to Doug for creating his add-in.
When am trying to do “merge with attachments “ , it is showing Microsoft Visual Basic error as “run time error ‘13’”. Below that it is mentioned as type mismatch . Please help !
I have just solved it. You must not have special characters in your excel table. In my list the special character "ñ" produced the 13 error in the names column in my Excel file. Hope you can solve your issue.
@@DanielLeytonfoster I have the same problem, but i do not have any special characters in my table
@@gadiyasunny1 you must double check, even anything like hotmail .com gives you an error, check characters and unwanted spaces in between.
@@gadiyasunny1 That error will occur if there is only one field in the data source; No mergefields in main document; Illegal field names for attachments
@@dougrobbins5699 i have the same error too it says " please save the mail merge main document before proceeding" but all the files have been saved.
I'm having a few issues using this. whenever I try to send the mail. It just closes and asks if I want to reopen the file and doesn't send the emails. Any help would be greatly appreciated
this is what's happening to me as well!
@@alexlai6302 me too
Contact me at dougrobbinsmvp@gmail.com and I will help you sort it out.
@@avigailcotton1882 Contact me at dougrobbinsmvp@gmail.com and I will help you sort it out.
Ever get this solved? same issue
Kevin - this was a God-send!!! Thank you and a donation is going to be sent - what a valuable tool.
Kevin, you just saved me an INSANE amount of time!! Thanks for such a detailed awesome video!
PSA: Be *CAREFUL* with the spreadsheet! _Only_ include who you want to email in the spreadsheet! I wanted to send out an attachment to a specific population of my entire list of customers. I started the mail merge and selected the excel file with all my customers. After selecting the file, it allows me to choose the recipients. So I used the filter tool and was meticulous in only including the exact population intended. Afterwards, I previewed the letters and everything looked perfect. So I went ahead and used the Merge Tools to add the attachment and sent it. The problem is that it *SENT TO EVERYONE* in the spreadsheet! It did not send to only the folks visible in the preview that were filtered previously. It sends to everyone on the spreadsheet. So long story short, if you decide to use this, which I encourage you to since it's great tool otherwise, PLEASE learn from my mistake. Before you begin the process, ensure that you _ONLY_ include who you want to email in the spreadsheet. You cannot filter out people like you normally can within the Mail Merge of Word like you can for normal merges. HEADS UP!!!!
Sorry about that. However as indicated in the second item in the Notes section of the READ ME - Setting up and using the Merge Tools Add-in.pdf:
2. The Merge Tools utilities do NOT recognise any filtering of the data set up via the Edit Recipient List facility. If there is a need to process only some of the records in the data source, add another column and populate the cells in that column with either a 0 or a 1 and then sort the data by that column so that the records that are to be processed are located at the top of the worksheet. Then, insert an empty row after the last row of data that is to be processed. The processing of the records will stop when it comes to that row.
@@dougrobbins5699 No need to apologize! Like I said in my first comment, it was _my_ mistake! I only wish it was mentioned in the video, it would've saved me the embarrassment of having to tuck my tail between my legs and tell my boss I thoroughly _messed up!_ 😅😂 That being said, *thank you* for the brilliant tool. It amazes me that people can design such helpful tools that work almost as if it were part of the program! Great work!
@@dougrobbins5699 I've been using your add-in for the last couple of years (and I am so appreciative!!). I just went to use it today and it's not longer working, I'm getting an error when I try, is there any chance there is an update or a fix? (Run time error "50290": Application-defined or object-defined error)
@@goneABROAD A "Run-time error 50290 Application-defined or object-defined" may occur If there are problems with the data that is to be used as the filename for files that are to be created by the utilities.
Check for characters in that data that cannot be used in filenames such as:
# pound, % percent, & ampersand, { left curly bracket, } right curly bracket, \ back slash, * asterisk, < left angle bracket, > right angle bracket, * asterisk, ? question mark, / forward slash, $ dollar sign, ! exclamation point, ' single quotes, " double quotes, : colon, ; semi-colon, + plus sign, ` backtick, | pipe, = equal sign.
@@dougrobbins5699 Hi Doug, Do we have to mention the cc name in all the fields against each customer?
the merge tool is no longer avilable
Brilliant guide through. It all worked! Just sent out 2x e-mails to different groups. One being 113x and the other 363x. Worked perfectly! Woohoo! Thanks Kevin.
I wanted to thank the uploader of this video and especially Doug Robbins who created the Mail Merge tool I am really sorry I can't donate to you right now. But you have my sincere thanks. Really wonderful tool.
Awesome tutorial Kevin - Loved it! Keep em coming-Thanks to Doug also.
Your videos are so helpful and you are very good at what you do Kevin! Thanks again for another helpful video!
Wow. I have been looking for YEARS! for a way to add attachments to mail merges. Somehow this RUclips video never came up in my searching. This is terrific.
Now I just need to get my invoice generator to create separate files for my customers lol. Currently it is setup with an MS mail merge to roster (or something) to produce one giant file. That worked for years because we always printed and snail mailed. But, baby steps. Thanks so much for the very thorough walk through.
You may be able to use the Many to One facility to both generate your invoices and email them to your customers. Contact me at the address in the instructions if you need assistance.
Thank you so much. Such a work-life saver! Thank you Kevin and Doug!
Awesome Kevin for explaining it so well and simple, Thank you! and Thanks Doug!
I'm going to echo @Michelle Powe in this set of comments: thank you, Kevin, for letting us know about Doug Robbins's MergeTools add-in to Microsoft Word/Outlook. And Doug, thank you for such a carefully-coded (with meaningful error codes when there is a problem in your dataset, what a bonus!) and documented resource. I needed it in order to send unique attachments to individuals in a set of email recipients. It is a carefully coded resource and more-than-worth the payment for a non-trial version. Thank you, both of you!
Found this a while ago, been procrastinating watching it, thanks so much. Now I can send the emails I need to send out😅. Oh and Doug, if you ever get to see that, you the man bro.
Thank you Kevin and Doug for this, very helpful and time saving.
Thank you so much!! I've been familiar with mail merge, but not with adding an attachment. Huge game changer!!
Thank you this tool is exactly what i have been looking for. The tool caused Word to crash on my main desktop PC. I tried several times, I think this might be due to Word already having a range of macros installed. Anyway, I installed the tool on a laptop with a clean installation of office 365 and it works great. Thanks to Doug for creating this, and Kevin for an excellent tutorial
Kevin, it is always rewarding watching your highly informative videos! Thanks
Thanks, Kevin and Doug! This has helped me A LOT with my Mail Merge! Thank you!
Brilliant Kevin. I have been wanting to know how to do this for so long, and this was by far the easiest tutorial. Sandra
Thank you so much Kevin and Doug! Just made my mailing work so easy!
This is awesome, and has saved me so much time. Doug, a donation is coming your way, and thank you Kevin for your help.
Thank you so much for this tutorial Kevin, and Doug Robbins for making this macro available! I was able to do 2 runs successfully until I started getting the following error message "Run time error 5824 - Insufficient memory or disk space", which Doug also provided feedback in MS forum and is all fixed now. Feeling thankful!
Just in case it happens to me what was the solution?
I've received this same error. Can you link me to Doug's solution?
Great tutorial Kevin! I have been looking for this option for quite some time. Many thanks
The tutorial is awesome! Thanks Kevin and Doug!
This video has helped me alot, thanks alot Kevin 😍 working with Merge tool was freaking me out but I just tried after watching your video and could do it easily!!
Thank you very much Doug for the merge mail tools, and thank you very much too Kevin for the tutorial! The Video really help me a lot with mailing with unique attachment to over 200+ people. Looking forward for the next hack!
These are the best help videos I've ever come across. Thanks Kevin
Fantastic video for a fantastic tool. Video was clear, concise and easy to follow.
This is the best Mail Merge video! Thank you so much for all of the assistance!
Just came to say that this video was a life and time saver :-) Super helpful and I can't thank you enough for this... Keep it up. Thank You.
Hi Kevin & Doug....thanks a lot for the fantastic macro tool. All the steps of attachment , with CC & BCC
Great video. Thanks for uploading it. Congratulations to Doug as well for creating such a useful tool.
This was fantastic and easy to follow. Bravo!!
This is just what I've been looking for, Thanks!
Wonderful. Great tutorial and awesome powerful add-on Doug!
Thank you soooo much, I was panicking because I had to send over 1200 emails with the attachments, and a collegue of mine said the only way was to send one by one LOL. This saved meeeeee! This was perfect
Is there a daily limit while using this tool?
found it very helpful it saved me a lot of hours. Thanks Kevin and Doug!
This tutorial and merge tool has been an absolute LIFESAVER for me this past year. After my free trial, I bought the paid version because I can't imagine my life without it!
One question - finally using this to send individualized attachments and I'm running into an error with the file location name. I keep getting a prompt saying ".docx: file format is not valid". Can anyone help?
this is very helpful. thank you kevin and doug for your generosity in sharing your knowledge.
Thank you so much for this! Exactly what I needed!!!
Hands down, BEST TUTORIAL EVER! Much appreciated!
Thank you for sharing this Kevin and my greatest appreciation to Doug!