Word - Mail merge Tutorial
In this video, you will learn about mail merge.
The video covers how to personalize mass mailings by adding individual elements to labels, letters, envelopes, and emails.
It demonstrates how to start with a main document, attach a recipient list, and add mail merge fields.
Word automatically fills in the fields with recipient information and generates individual documents.
This will help you efficiently send personalized emails, letters, and envelopes to your contacts.
- 3:51
- 2950 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 1679 times
-
Excel - Create a PivotTable and analyze your data
- 1:35
- Viewed 3833 times
-
Power BI - Recovering your Data from different sources
- 3:26
- Viewed 3963 times
-
Power BI - Creating your Datasets
- 2:26
- Viewed 3506 times
-
Power BI - Introduction to Power BI Building Blocks
- 3:07
- Viewed 3860 times
-
Power BI - Introduction to Power BI Desktop
- 2:52
- Viewed 3827 times
-
Power BI - General Introduction
- 2:54
- Viewed 4839 times
-
Outlook - Manage attachments
- 1:51
- Viewed 2820 times
-
Collapsible headings
- 3:03
- Viewed 6770 times
-
Navigation Pane Part 1 : Rearranging a document
- 2:32
- Viewed 3901 times
-
Copy & Paste
- 3:09
- Viewed 3643 times
-
Introduction to Word
- 0:59
- Viewed 3515 times
-
Change footnote font, size, and formatting
- 2:48
- Viewed 3243 times
-
More things you can do with pictures
- 4:53
- Viewed 3223 times
-
Insert icons
- 0:43
- Viewed 3166 times
-
Locate your documents
- 0:20
- Viewed 3140 times
-
Microsoft Search
- 0:34
- Viewed 3111 times
-
Introduction to Tables of Contents
- 2:57
- Viewed 3109 times
-
More options and custom labels
- 3:59
- Viewed 3073 times
-
Insights into what you're working on
- 0:36
- Viewed 2992 times
-
Use dictate to type in Word
- 0:27
- Viewed 2988 times
-
Faster shape formatting and new and modern chart types
- 1:04
- Viewed 2965 times
-
Take tables of contents (TOCs) to the next level
- 3:51
- Viewed 2950 times
-
3D Models
- 0:42
- Viewed 2944 times
-
Add a logo or other picture
- 3:17
- Viewed 2925 times
-
Translate Content in Word
- 2:04
- Viewed 2909 times
-
Format a document
- 2:58
- Viewed 2908 times
-
Format and add a graphic
- 3:20
- Viewed 2891 times
-
Insert items in a document
- 2:59
- Viewed 2860 times
-
Translate your Word documents into any language
- 0:33
- Viewed 2850 times
-
Save, export and share
- 2:08
- Viewed 2842 times
-
Let Word read your documents out loud
- 0:36
- Viewed 2830 times
-
Ink Equation
- 0:43
- Viewed 2815 times
-
Edit document with natural gestures
- 0:34
- Viewed 2794 times
-
Track changes online
- 3:14
- Viewed 2758 times
-
A first look at Word 2016
- 3:16
- Viewed 2753 times
-
Print envelopes with mail merge
- 3:58
- Viewed 2749 times
-
Design considerations for orientation
- 2:00
- Viewed 2734 times
-
Add headers, footers, margins, and rulers to a page
- 2:45
- Viewed 2726 times
-
Accessibility in Word
- 2:29
- Viewed 2718 times
-
Insert and customize a footnote
- 3:04
- Viewed 2705 times
-
How things are organized
- 2:00
- Viewed 2689 times
-
Check Accessibility in Word
- 1:42
- Viewed 2677 times
-
Navigation Pane Part 2 : Search Options
- 1:35
- Viewed 2640 times
-
Custom margin - Headers and footers
- 1:29
- Viewed 2631 times
-
Use landscape and portrait orientation
- 3:28
- Viewed 2629 times
-
A closer look at the ribbon
- 3:54
- Viewed 2608 times
-
Focus on priorities with the Immersive Reader
- 1:13
- Viewed 2607 times
-
Track changes in email with multiple people
- 4:36
- Viewed 2605 times
-
Modify a TOC with field codes
- 2:59
- Viewed 2603 times
-
Advanced mail merge (Field code)
- 2:59
- Viewed 2598 times
-
Add multiple TOCs to a document
- 4:59
- Viewed 2586 times
-
Create and print labels
- 3:05
- Viewed 2528 times
-
Chat with co-authors while editing
- 0:29
- Viewed 2516 times
-
Incorporate revisions with track changes
- 3:10
- Viewed 2497 times
-
Pin your important files
- 0:34
- Viewed 2478 times
-
Do things quickly with Tell Me
- 1:04
- Viewed 2442 times
-
Get going fast
- 1:44
- Viewed 2423 times
-
Print letters with mail merge
- 4:02
- Viewed 2421 times
-
Use mail merge to create multiple labels
- 3:21
- Viewed 2404 times
-
Add custom entries to a TOC
- 3:00
- Viewed 2395 times
-
Add formatting to a TOC
- 3:48
- Viewed 2391 times
-
Start working together in a document
- 2:03
- Viewed 2391 times
-
Track changes
- 2:34
- Viewed 2362 times
-
Advanced tables of contents
- 3:15
- Viewed 2358 times
-
Work together in real time
- 1:40
- Viewed 2339 times
-
Customize track changes
- 2:18
- Viewed 2335 times
-
Changing existing styles
- 1:08
- Viewed 2310 times
-
Custom margin - Default margin
- 1:06
- Viewed 2283 times
-
Styles
- 1:49
- Viewed 2275 times
-
Working with watermarks
- 2:48
- Viewed 2160 times
-
Improved version history
- 0:56
- Viewed 2129 times
-
Creating Styles
- 1:03
- Viewed 2124 times
-
Custom margin
- 1:59
- Viewed 2106 times
-
Add a Table from Text with Copilot
- 1:39
- Viewed 1844 times
-
Rewrite or Summarize Existing Text with Copilot
- 2:29
- Viewed 1699 times
-
Draft Content Based on an Existing Document with Copilot
- 2:15
- Viewed 1335 times
-
Use the Copilot Conversation Pane in Word
- 1:56
- Viewed 991 times
-
Generate Text from an Idea or Plan
- 2:51
- Viewed 926 times
-
Make changes to a text
- 01:05
- Viewed 287 times
-
Introducing to Word
- 01:00
- Viewed 178 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 62 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 66 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 82 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 77 times
-
Copilot at the service of project reports
- 02:36
- Viewed 67 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 66 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 108 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 70 times
-
Project mode
- 01:31
- Viewed 72 times
-
Create an agent for a team
- 01:53
- Viewed 120 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 122 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 68 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 122 times
-
Copilot Studio agent settings
- 01:33
- Viewed 65 times
-
Add new actions
- 01:54
- Viewed 118 times
-
Create a first action
- 01:59
- Viewed 116 times
-
Manage topics
- 01:51
- Viewed 95 times
-
Manage knowledge sources
- 01:11
- Viewed 65 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 112 times
-
Access Copilot Studio
- 01:09
- Viewed 111 times
-
Get started with Copilot Studio
- 01:25
- Viewed 62 times
-
Introduction to PowerBI
- 00:60
- Viewed 181 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 172 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 175 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 179 times
-
Introduction to Planner
- 00:56
- Viewed 186 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 174 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 182 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 248 times
-
Introduction to Sway
- 01:53
- Viewed 158 times
-
Introducing to Word
- 01:00
- Viewed 178 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 160 times
-
Create a call group
- 01:15
- Viewed 225 times
-
Use call delegation
- 01:07
- Viewed 144 times
-
Assign a delegate for your calls
- 01:08
- Viewed 222 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 147 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 136 times
-
Manage advanced call notifications
- 01:29
- Viewed 153 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 184 times
-
Block unwanted calls
- 01:24
- Viewed 150 times
-
Disable all call forwarding
- 01:09
- Viewed 157 times
-
Manage a call group in Teams
- 02:01
- Viewed 144 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 142 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 137 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 159 times
-
Manage voicemail messages
- 01:55
- Viewed 208 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 225 times
-
Customize your voicemail greeting
- 02:17
- Viewed 134 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 136 times
-
Manage simultaneous calls
- 01:52
- Viewed 146 times
-
Support third-party apps during calls
- 01:53
- Viewed 179 times
-
Add participants quickly and securely
- 01:37
- Viewed 142 times
-
Configure call privacy and security settings
- 02:51
- Viewed 140 times
-
Manage calls on hold
- 01:20
- Viewed 149 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 140 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 149 times
-
Draft a Service Memo
- 02:33
- Viewed 195 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 183 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 268 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 237 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 96 times
-
Other Coaches
- 01:45
- Viewed 195 times
-
Agents in SharePoint
- 02:44
- Viewed 157 times
-
Prompt coach
- 02:49
- Viewed 181 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 172 times
-
Configure a Copilot Agent
- 02:39
- Viewed 167 times
-
Describe a copilot agent
- 01:32
- Viewed 190 times
-
Rewrite with Copilot
- 01:21
- Viewed 164 times
-
Analyze a video
- 01:21
- Viewed 189 times
-
Use the Copilot pane
- 01:12
- Viewed 182 times
-
Process text
- 01:03
- Viewed 170 times
-
Create an insights grid
- 01:19
- Viewed 284 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 179 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 202 times
-
Create an image with Copilot
- 00:42
- Viewed 297 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 194 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 192 times
-
Chat with Copilot
- 00:50
- Viewed 180 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 275 times
-
Data Privacy in Copilot
- 00:43
- Viewed 194 times
-
Access Copilot
- 00:25
- Viewed 299 times
-
Use a Copilot Agent
- 01:24
- Viewed 202 times
-
Modify with Pages
- 01:20
- Viewed 207 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 199 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 193 times
-
Generate the email for the recipient
- 00:44
- Viewed 185 times
-
Action Function
- 04:18
- Viewed 149 times
-
Search Function
- 03:42
- Viewed 202 times
-
Date and Time Function
- 02:53
- Viewed 183 times
-
Logical Function
- 03:14
- Viewed 276 times
-
Text Function
- 03:25
- Viewed 211 times
-
Basic Function
- 02:35
- Viewed 176 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 200 times
-
Introduction to Power Fx
- 01:09
- Viewed 177 times
-
The New Calendar
- 03:14
- Viewed 300 times
-
Sections
- 02:34
- Viewed 186 times
-
Customizing Views
- 03:25
- Viewed 180 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 298 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 196 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 155 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 111 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 188 times
-
Use the narrative Builder
- 01:31
- Viewed 235 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 195 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 205 times
-
Share a document with copilot
- 00:36
- Viewed 196 times
-
Configurate a page with copilot
- 01:47
- Viewed 195 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 968 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 208 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 236 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 300 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 370 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 350 times
Objectifs :
This course aims to teach participants how to effectively use mail merge in Microsoft Word for personalized mass mailing, including emails, letters, and envelopes. Participants will learn to create individualized documents by integrating recipient-specific information seamlessly.
Chapitres :
-
Introduction to Mail Merge
Mail merge is a powerful tool for mass mailing that allows you to personalize each document for individual recipients. This process can be applied to various formats, including labels, letters, envelopes, and emails. By starting with a main document and attaching a list of recipient information, you can add specific elements to any part of the document, from greetings to images. -
Getting Started with Mail Merge
To initiate the mail merge process, navigate to the Mailings tab in Microsoft Word and select 'Start Mail Merge' followed by 'Step by Step Mail Merge Wizard.' Choose the type of document you wish to create and click 'Next.' You can either start a new document from a template or use an existing document. For this course, we will select 'Use the Current Document' since our document is already open. -
Selecting a Recipient List
A recipient list can be sourced from three locations: an existing list (like one created in Microsoft Excel), Microsoft Outlook contacts, or a new list that you type manually. For example, if you want to send an email to customers in your Outlook contacts, select the appropriate contacts folder. Word will then add these contacts to your recipient list. -
Editing the Recipient List
Before executing the mail merge, you have the option to review and edit the recipient list. If your list is extensive, you may want to send emails in smaller batches. You can sort the list by last names and uncheck the box at the top to deselect all contacts, allowing you to select only those with last names starting with specific letters, such as B, C, and D. -
Adding Mail Merge Fields
Next, you will add mail merge fields to your email message. For simplicity, we will insert a greeting line field. First, delete the existing greeting and select 'Greeting Line.' Choose a format, keeping 'Dear' but opting for a less formal name format. If there is an issue with the recipient's name, Word will insert a generic greeting. We will change this to 'Dear Customer' followed by a comma. -
Previewing the Emails
After inserting the merge field, click 'Next' to preview how each email will appear. Word temporarily replaces the merge fields with actual entries from the recipient list, allowing you to check the formatting and content before sending. This step is particularly useful if your email contains multiple merge fields. -
Completing the Mail Merge
If everything looks satisfactory, click 'Next' to finalize the merge. Select 'Electronic Mail,' add a subject line for the emails, and click 'OK' when you are ready to send them. While the wizard provides a helpful guide for beginners, experienced users can often expedite the process by entering options directly.
FAQ :
What is mail merge?
Mail merge is a process that allows you to create personalized documents for mass mailing by merging a main document with a list of recipient information, enabling you to send individualized messages to multiple recipients.
How do I start a mail merge in Word?
To start a mail merge in Word, go to the Mailings tab, click on 'Start Mail Merge', and then select 'Step by Step Mail Merge Wizard' to guide you through the process.
Can I use my Outlook contacts for mail merge?
Yes, you can use your Outlook contacts as a recipient list for mail merge. You need to select the appropriate contacts folder in Outlook when setting up the mail merge.
What types of documents can I create with mail merge?
You can create various types of documents with mail merge, including emails, letters, labels, and envelopes, all personalized for each recipient.
How can I preview my mail merge emails?
You can preview your mail merge emails by clicking 'Next' in the mail merge wizard, which temporarily replaces the merge fields with entries from the recipient list, allowing you to see how each email will look before sending.
What should I do if I want to send emails in chunks?
If you want to send emails in chunks, you can sort your recipient list and uncheck the box at the top to deselect all contacts, then select specific contacts based on criteria such as last names.
Quelques cas d'usages :
Personalized Marketing Campaigns
Businesses can use mail merge to send personalized marketing emails to customers, enhancing engagement and improving response rates by addressing recipients by name and tailoring content to their preferences.
Event Invitations
Organizations can utilize mail merge to send out invitations for events, ensuring each recipient receives a personalized invitation that includes their name and specific event details.
Customer Follow-ups
Sales teams can apply mail merge to follow up with customers after a purchase, sending personalized thank-you emails that include relevant product information and offers.
Newsletters
Companies can create and distribute newsletters using mail merge, allowing them to personalize each newsletter with the recipient's name and tailored content based on their interests.
Surveys and Feedback Requests
Organizations can send out surveys or feedback requests using mail merge, personalizing each email to encourage higher response rates and gather valuable insights from customers.
Glossaire :
Mail Merge
A process that allows users to create personalized documents for mass mailing by merging a main document with a list of recipient information.
Main Document
The primary document that contains the content to be sent to recipients, which can include text, images, and mail merge fields.
Mail Merge Fields
Placeholders in the main document that are replaced with actual recipient information during the mail merge process.
Recipient List
A collection of recipient information, which can come from various sources such as Excel, Outlook contacts, or a manually typed list.
Greeting Line
A specific mail merge field that inserts a personalized greeting for each recipient, such as 'Dear [Name]'.
Electronic Mail
A method of sending messages electronically, commonly known as email.
Microsoft Excel
A spreadsheet program used for data organization and analysis, often utilized to create recipient lists for mail merges.
Microsoft Outlook
An email client and personal information manager that can store contacts and manage emails, often used in conjunction with mail merge.