Mail Merge Part 1 - Excel data - Word Mail Merge
Efficiency 365 by Dr Nitin Efficiency 365 by Dr Nitin
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 Published On Jan 29, 2024

Learn how to get data from Excel and send a mail to each row of data.
This uses Word to create the template and Outlook to send the mail.
This will work on Windows with Desktop apps of Word and Outlook.

Download sample files:
https://efficiency365.com/wp-content/...

Contents 📚
00:00 - Introduction
00:46 - Prepare the data
01:51 - Define data range name
02:07 - Start Mail Merge in Word
02:35 - Create email template
02:57 - Add data
03:33 - Preview Results
03:46 - Run Mail Merge and send mails
04:35 - Save as template
04:41 - Mail Merge Rules
05:30 - Record # Sequence #
06:10 - If Then Else
06:53 - Field codes
07:22 - Fill In
08:00 - Ask rule
09:03 - Summary

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AI based captions: https://videoindexer.ai (Microsoft service)

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