EASILY Send Personalized Mass Emails With Mail Merge

Use Mail Merge to send customized bulk emails in just one click.
🔥Take our Microsoft Office Bundle: www.careerprinciples.com/cour...
In this tutorial, you'll learn a super easy method to send personalized bulk emails called mail merge. We'll go from just having a list of details in Excel, to creating a dynamic Word document where fields like the name, the commission, and the product change for each recipient, and finally we'll send all of these customized emails in just one click in outlook.
Mail merge is a feature that allows users to create personalized documents, such as letters, emails, labels, or envelopes, by combining a single template with a data source. This process involves three main components: the main document (e.g., a letter or email template), the data source (such as an Excel spreadsheet or Outlook contacts), and the merge fields (placeholders in the document where personalized information from the data source will be inserted). By linking the data source to the main document, mail merge automatically populates each merge field with the corresponding data for each recipient, enabling the creation of multiple customized documents or emails efficiently and accurately.
LEARN:
🔥Power BI for Business Analytics: www.careerprinciples.com/cour...
📈 The Complete Finance & Valuation Course: www.careerprinciples.com/cour...
👉 Excel for Business & Finance Course: www.careerprinciples.com/cour...
🚀 All our courses: www.careerprinciples.com/courses
SOCIALS:
📸 Instagram - careerprinc...
🤳 TikTok - / career_principles
🧑‍💻 LinkedIn - / careerprinciples
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Chapters:
0:00​ -​ The Data Source (Excel)
0:45​ - Creating a Dynamic Email (Word)
4:27​ - Send Different Messages with Rules
6:27​ - Sending the Email in Bulk

[@KenjiExplains]

🔥Take our Microsoft Office Bundle: www.careerprinciples.com/courses/microsoft-office-bundle

[@cheborres1762]

You're so good!

[@ngana05]

From the start, you have been my excel role model, especially with finances

[@KenjiExplains]

Glad to hear you found my videos helpful! Really appreciate the comment :)

[@motopelamohapi4152]

Mind blowing stuff, thank you, Kenji.

[@KenjiExplains]

Great to hear that! Thanks for your comment :)

[@vasimshaikh6163]

Mail merge is the best option for bulk mailing. Learned that way back in 2006. But still happy to learn more. Thanks

[@camlex6310]

This is really cool and helpful!! Thanks

[@philvuk]

Awesome video as usual… we want more of it ;))

[@nkechiizeji]

Thanks for awesome videos.

[@UtkarshKumar-mp2ls]

Great kenji

[@milindan1459]

Hi! Was extremely helpful! Loved your Excel for beginners and Financial Analysis playlists! Video request: Precedent Transaction Analysis please!!

[@muhammadhasanraza1606]

great, keep it up

[@DasBabu1]

Tnq kanji❤

[@sallyho146]

Thank you! Can billing use the method to send monthly billing statements to various customers?

[@ratulmitra347]

Great video.... I learned a lot from this....

[@KenjiExplains]

Glad it was helpful!

[@DigitalTrade24747]

Thanks

[@arih32]

Hi Kenji. It was a good tutorial. If there is any method to use gmail instead using outlook, kindly guide us

[@Dmytro848]

Immediate thumb up for F1 drivers' return to Kenji's videos 🙌

[@ksumar]

Nice one Kenji, I quite like the condition variant of sales < or >.

[@KenjiExplains]

Glad it was useful!

[@coolkidz33]

Awesome video as always. I have used mail merge but wanted to know if there is a way to customize the subject line for each person. Maybe adding the customer name in the subject line for each email. Do you know if this can be done?

[@karanmalhotra1308]

Hey Kenji just wanted to check how can we do it if we want to attach some attachments like an excel sheet or PDF

[@lavinokalio]

Can we cc with mail merge? And set security?

[@willzinner8813]

is this new? didn't njow it existed very cool thanks

[@KenjiExplains]

Not new but perhaps not that known!

[@captain_emman9376]

This is a neat trick. Do you know if you send attachments using this method? I would love to see a tutorial on how to send emails from excel using different email brands, yahoo, gmail, outlook in one excel file for a more dynamic system. Great video!

[@KenjiExplains]

yes it's possible if you specify the file path of the files in the Excel file. I'll consider making that in a part 2!

[@t.tmacheng8552]

What if I want to send a different attachment for each receipient. Let's say Monthly Customer statement, can I use the same technique so it attaches a specific PDF for each supplier?

[@KenjiExplains]

It's possible if you specify the file path of the files in the Excel file. I'll consider making that in a part 2!

[@kalindiya]

If I press send, it uses automatically my personal accout. How if I want to send it from team shared mailbox, because this is how we communicate with our internal customers? How can I set up sending mailbox? Thanks for great tutorial!

[@Mali-cz5sq]

Great video Kenji, what if I wanted to send as a PDF document on email

[@KenjiExplains]

yes it's possible if you specify the file path of the files in the Excel file. I'll consider making that in a part 2!

[@user-cz3ot6tn7m]

Kenji, Could you please suggest a industry level project for business analyst role. Or you could make a video including list of projects to get hire from big 3 and big 4 firms. It would be very helpfull.

[@user-cz3ot6tn7m]

But for now please suggest a project. Thank you:)

[@hinata6757]

what if I want it as an attachment then I have a draft email then I will send it together. Also, we need your tutorial on how to set up word to outlook (specially when we use Gmail platform)

[@cokeromobolatimeless]

Thanks Kenji for your amazing lessons. Can we merge amd send as PDF yet? If yes, kindly share, and if No, are there any tricks you recommend?

[@KenjiExplains]

yes it's possible if you specify the file path of the files in the Excel file. I'll consider making that in a part 2!

[@cokeromobolatimeless]

I will be eagerly waiting. Thank you very much

[@lewis8983]

New Kenji video = easy click!

[@Maximillian_536]

I'm from Nigeria. Kenji is my Excel Model.

[@rohits4413]

Can you please make video on how to prepare excel sheet for this ? What data do we need ?

[@omarhaynes1609]

Literally the information that you want within the letter and email address. It's more or less a standard mail merge without the printing of letters

[@rohits4413]

Kenji, Can we change Subject line for each email ?

[@KenjiExplains]

Don't think so unfortunately (at least I haven't found a way

[@stark3221]

Bro can you tell me how can i get internships, i am in 2nd year of my college degree pursuing bcom hons

[@yangkin]

What if I want to put a person's name subject line for each person?

[@iamgolden55]

Is this restricted to only outlook

[@tassos2011]

When using the rule, the text for the “else” section shouldn’t include the bank name as this should be dynamic for each individual - not sure how you can do it in this example

[@santhoshmurali7682]

👍

[@KenjiExplains]

1st comment thank you haha

[@jayantsingh9978]

!!!!!!!!!Warning!!!!!!! I found an error kindly resolve it. In the if else rule in timeline 5:30 tge otherwise insert the text will copy the bank name as Barclays to every condition where the commission amount is greater than 4000...... also the bank name does not change as per different people 5:29 after this step

[@SportsHunterArea]

Create video on click product picture add price of that product to total For example: click pizza picture 🍕 add price of pizza to the Total price

[@divyv20]

Hey Kenji , really nice video ! I was wondering if I could help you with more Quality Editing in your videos , make a highly engaging Thumbnail and also help you with the overall youtube strategy and growth ! Pls let me know what do you think ?

[@UtkarshKumar-mp2ls]

Great kenji

[@KenjiExplains]

Thank you!